Cain Watters & Associates

Description

Address: 6900 Dallas Pkwy #500, Plano, TX 75024 Hours: Closed ⋅ Opens 8:30AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (972) 233-3323: Category: : : : : Place name: Website: : Website: http://www.cainwatters.com/ Category: Tax preparation service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.

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Cain Watters & Associates Employees

Employee
Years
Job
Industry
Clint Locke Clint Locke Birmingham, Alabama Details
Clint Locke's Cain Watters & Associates Experience September 2005 - August 2007
Job Attorney at IRS Office of Chief Counsel
Industry Law Practice
Experience
Internal Revenue Service, Office of Chief Counsel  September 2010 - Present
Cain Watters & Associates   September 2005 - August 2007
Ernst & Young  February 2003 - August 2005

Skills
Tax Law, Litigation, CPA, Strategic Planning, Bankruptcy, Tax, Budgets, Accounting, Trusts, Legal Research, Leadership, Estate Planning, Due Diligence, Customer Service

Education
The University of Alabama School of Law
Doctor of Law (J.D.), Cum Laude

Candace Howell Candace Howell San Francisco Bay Area Details
Candace Howell's Cain Watters & Associates Experience July 2011 - August 2011
Job Analyst
Industry Commercial Real Estate
Experience
Laverty Chacon Commercial Real Estate   September 2015 - Present
Mark P. Hardwick Oil & Gas Properties LLC   May 2014 - August 2014
American YouthWorks  May 2013 - August 2013
Cain Watters & Associates   July 2011 - August 2011

Skills
Public Speaking, Financial Reporting, Financial Accounting, Tax Preparation, Microsoft Excel, QuickBooks, Accounting, Access, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Research, Nonprofits, Leadership, Social Media, Event Planning, Customer Service, Finance, Teamwork

Education
St. Edward's University   2010 — 2014
Bachelor, Accounting and Finance

Bentley University   2009 — 2010

Mark Crites Jr. Mark Crites Jr. Atlanta, Georgia Details
Mark Crites Jr.'s Cain Watters & Associates Experience May 2009 - July 2009
Job Associate at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners  July 2015 - Present
Raymond James Financial Inc.  July 2012 - June 2015
Wells Fargo  May 2011 - August 2011
Cain Watters & Associates   May 2009 - July 2009
Crites Insurance Group   May 2005 - August 2008

Skills
Mergers & Acquisitions, Finance, Competitive Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Investments, Valuation, Corporate Finance, Social Media

Education
University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration, Banking and Finance & Risk Management and Insurance

Matthew Edrington Matthew Edrington Mckinney, Texas Details
Matthew Edrington's Cain Watters & Associates Experience July 2012 - July 2014
Job Tax Associate at Beaird Harris
Industry Financial Services
Experience
Beaird Harris   July 2014 - Present
Cain Watters & Associates   July 2012 - July 2014
Shost & Company, CPA's   February 2011 - July 2012
Red Lobster  June 2008 - January 2011

Skills
Tax, Accounting, Financial Reporting, Financial Analysis, Tax Preparation, Corporate Tax, Strategic Financial..., Financial Statements, QuickBooks, Income Tax, Tax Returns

Education
The University of Texas at Dallas   2012 — 2015
Master of Business Administration (MBA), Accounting and Finance

University of North Texas   2006 — 2010
Bachelor of Business Administration (BBA), Finance

Rebecca Clukey Rebecca Clukey Waco, Texas Details
Rebecca Clukey's Cain Watters & Associates Experience November 2006 - May 2012
Job Owner/President Fresh Coat of Waco
Industry Real Estate
Experience
Self-employed  May 2013 - Present
Cain Watters & Associates   November 2006 - May 2012
Billingsley Company  June 2004 - November 2006

Skills
Small Business, Project Management, Customer Service, Painting, Pressure Washing, Budget Process, Marketing Communications, Marketing Strategy, Exterior, Home Improvement, Wallpaper, Entrepreneurship, Referrals, QuickBooks, Financial Statements, Bank Reconciliation, Payroll, Team Building, Sales, Negotiation, Strategic Planning

Education
Mclennan Community College   1981 — 1983
Commercial Music

Richfield High School   1978 — 1981

David Jahns David Jahns Frisco, Texas Details
David Jahns's Cain Watters & Associates Experience December 2013 - Present
Job Tax Preparer at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   December 2013 - Present
University of North Texas  August 2008 - May 2013
Saville, Dodgen & Co.   February 2013 - April 2013

Skills
PowerPoint, Time Management, Accounting, Microsoft Word, Troubleshooting, Microsoft Excel, Microsoft Office, Data Analysis, Research, Customer Service, Teamwork, Data Entry, Tax, Income Tax, Corporate Tax, Tax Research, GAAP, Financial Accounting, Tax Preparation, US GAAP

Education
University of North Texas   2008 — 2013
Bachelor and Master of Science, Accounting: Taxation

Debra Garlin Debra Garlin Pensacola, Florida Area Details
Debra Garlin's Cain Watters & Associates Experience February 2007 - June 2012
Job Senior Accountant at Lincoln Property Company
Industry Commercial Real Estate
Experience
Lincoln Property Company  September 2014 - July 2015
Coldwell Banker Commercial Alliance  July 2012 - September 2014
Cain Watters & Associates   February 2007 - June 2012
Brandywine Realty Trust  October 2005 - October 2006
Prentiss Properties  February 1996 - October 2006

Skills
Real Estate, Property Management, Bank Reconciliation, Cash Management, Expenses, Auditing, Commercial Real Estate, Leases, QuickBooks, Accounting, Financial Analysis, Cash Flow, Financial Reporting, General Ledger, Accounts Payable, Investments, Disposition, Contract Negotiation, Due Diligence, Financial Modeling, Lease Administration, Variance Analysis, Budgets, Dispositions, Finance

Education
Dallas Baptist University   1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Angie Svitak Angie Svitak Dallas/Fort Worth Area Details
Angie Svitak's Cain Watters & Associates Experience September 2014 - Present
Job Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   September 2014 - Present
Whitley Penn  April 2012 - September 2014
Lane Gorman Trubitt PLLC  November 2009 - April 2012
Burr, Pilger & Mayer LLP   November 2005 - October 2009
Deloitte  September 2003 - November 2005

Skills
Auditing, Financial Reporting, Accounting, SEC filings, Financial Statements, GAAP, Assurance, Internal Controls, Revenue Recognition, External Audit, Financial Accounting, CPA, US GAAP, Tax Accounting, Mergers & Acquisitions, Financial Planning, Dentistry

Education
Sonoma State University   1999 — 2003
BS, Business Administration - Accounting

Charlotte Skaggs Charlotte Skaggs Dallas, Texas Details
Charlotte Skaggs's Cain Watters & Associates Experience October 2005 - February 2007
Job Marketing, Events and Business Development Professional
Industry Hospitality
Experience
Texans for Polo - Connecting people with the Sport of Kings since 2006   May 2006 - Present
Summit Alliance Companies  April 2010 - November 2011
The Fort Worth Club  September 2009 - July 2010
Prevarian Hospital Partners   August 2007 - February 2008
Cain Watters & Associates   October 2005 - February 2007
BOK Financial, Tulsa, OK   June 2004 - June 2005
Tracy Locke Advertising  June 2000 - April 2003
Locke Advertising Agency   January 2000 - January 2003
Integer Group Advertising Agency   January 1997 - January 2000

Skills
Event Planning, Social Networking, Integrated Marketing, Promotions, Advertising, Marketing

Education
Southern Methodist University   1990 — 1993
PR/Advertising Communications, PR, Advertising, Marketing & Psychology

University of Mississippi   1989 — 1990
Bachelor of Arts, Broadcast Journalism

Brian Hanks, CFP® Brian Hanks, CFP® Boise, Idaho Area Details
Brian Hanks, CFP®'s Cain Watters & Associates Experience April 2008 - July 2008
Job Certified Financial Planner
Industry Investment Management
Experience
Practice Financial Group   September 2014 - Present
Bank of America  January 2012 - September 2014
Bank of America  February 2011 - December 2011
Bank of America  June 2010 - February 2011
Goldman Sachs  May 2009 - August 2009
Cain Watters & Associates   April 2008 - July 2008
Avery Dennison  January 2007 - April 2008
Avery Dennison  January 2006 - December 2006
L-3 Communications Systems   April 2002 - August 2005

Skills
Team Leadership, Customer Experience, Sales Management, Six Sigma, Investments, Equities, Lean Manufacturing, Leadership, Microsoft Excel, Budgets, Change Management, Analysis, Forecasting, Management, CRM, Project Management, Training, Strategic Planning, Finance, Analytics, Banking, Data Analysis, Public Speaking, Sales, Marketing, Leadership Development, Coaching

Education
Northwestern University   2014 — 2015
Certified Financial Planner Certification

University of Michigan - Stephen M. Ross School of Business   2008 — 2010
MBA, Finance, Leadership

Brigham Young University   1999 — 2005
Business Management, Supply Chain Management

Lesley Hamilton, CPA Lesley Hamilton, CPA Dallas/Fort Worth Area Details
Lesley Hamilton, CPA's Cain Watters & Associates Experience December 2008 - February 2011
Job Tax Manager at BKM Sowan Horan, LLP
Industry Accounting
Experience
BKM Sowan Horan, LLP  March 2011 - Present
Cain Watters & Associates   December 2008 - February 2011
KPMG  May 2006 - November 2008

Skills
Tax, Accounting, Financial Accounting, Strategic Financial..., Corporate Tax, Financial Reporting, Financial Analysis, Tax Research, Tax Accounting, US GAAP, Tax Preparation

Education
University of North Texas
Masters in Science, Taxation

Greg Deckert, CPA, CFP® Greg Deckert, CPA, CFP® Lubbock, Texas Area Details
Greg Deckert, CPA, CFP®'s Cain Watters & Associates Experience February 2012 - July 2012
Job Financial Advisor & Tax Pro at West Texas WealthCare Advisors, Inc.
Industry Financial Services
Experience
West Texas WealthCare Advisors, Inc.   June 2013 - Present
Strategic Financial Planning   January 2013 - June 2013
Tannery & Company Wealth Management   July 2012 - November 2012
Cain Watters & Associates   February 2012 - July 2012
D. Brad Green, PC, CPA   April 2005 - February 2012

Skills
Tax Preparation, Income Tax, Retirement Planning, Financial Analysis, Tax Law, QuickBooks, Accounting for Small..., Financial Reporting, Small Business Tax, Business Advisory, Office Administration, Personal Financial..., Investment Management, Financial Planning, Holistic Financial..., Finance, Social Security

Education
Texas Tech University   2005 — 2007
Master of Business Administration (M.B.A.), Business/Commerce, General

Texas Tech University   2005 — 2007
Master's degree, Personal Financial Planning

Texas Tech University   2002 — 2005
Bachelor of Business Administration (BBA), Accounting

Collin County Community College   2001 — 2002

Allen High School   1998 — 2001

Haiyan Yu Haiyan Yu Dallas/Fort Worth Area Details
Haiyan Yu's Cain Watters & Associates Experience January 2014 - June 2014
Job Tax Staff
Industry Accounting
Experience
Cain Watters & Associates   January 2014 - June 2014
Sung Cho CPA   June 2013 - December 2013
Silverstone Development, LTD   February 2013 - June 2013
Habitat For Humanity  March 2012 - April 2013
McDermott Library, UT Dallas   May 2012 - March 2013
Valeo  June 2010 - August 2010

Skills
Accounting, Accounts Payable, Tax, Financial Statements, Microsoft Excel, Bank Reconciliation, PowerPoint, Microsoft Word, Analysis, Microsoft Office, Finance, General Ledger, Managerial Finance, Customer Service, CPA, Tax Returns, Nonprofits, Quickebooks, Creative Solutions..., UltraTax CS, File Cabinet, Sales & Use Tax, Payroll Taxes, Bookkeeping, Monthly Closing, quickfile, Leadership, Multi Tasking, Time Management, Corporate Tax, Franchise Tax, Setting up new..., ProSystem fx Tax, CCH ProSystem fx, XCM Solutions

Education
The University of Texas at Dallas   2012 — 2014
Master's degree, Accounting, 4.0

Jiangnan university   2008 — 2011
BA, economics

Laura Day Laura Day Dallas/Fort Worth Area Details
Laura Day's Cain Watters & Associates Experience 2010 - 2010
Job Financial Reporting Accountant at Hillwood
Industry Accounting
Experience
Hillwood - A Perot Company   September 2014 - Present
Weaver  August 2012 - September 2014
Cain Watters & Associates   2010 - 2010

Skills
Auditing, Accounting, Financial Reporting, Microsoft Excel, US GAAP, Internal Controls, Financial Statements, Assurance, SEC Filings, Financial Analysis

Education
Texas Christian University - M.J. Neeley School of Business   2011 — 2012
MAc (Masters of Accounting), Accounting

Southern Methodist University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Arlington High School   2003 — 2007
High School Diploma

Justin Kohn Justin Kohn Dallas, Texas Details
Justin Kohn's Cain Watters & Associates Experience April 2015 - Present
Job Tax Preparer at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   April 2015 - Present
Lane Gorman Trubitt PLLC  June 2012 - June 2013
Hillel Day Camp at HAFTR   June 2011 - September 2011
Touro College  September 2009 - August 2011
Want & Ender CPA   June 2009 - September 2009

Skills
Team Leadership, QuickBooks, Microsoft Excel, Highly resourceful, Diligent

Education
Touro College   2009 — 2012
Bachelor of science, accounting

Annette Bitting, CPA Annette Bitting, CPA Dallas/Fort Worth Area Details
Annette Bitting, CPA's Cain Watters & Associates Experience March 2006 - January 2008
Job Tax Manager at Lester & Company
Industry Accounting
Experience
Lester & Company P.C.   January 2013 - Present
Whitley Penn LLP  January 2008 - December 2012
Cain Watters & Associates   March 2006 - January 2008
Ryan & Company  January 2004 - March 2006

Education
Texas Tech University - Rawls College of Business   2000 — 2003
MSA, Accounting

Lee High School

Angela Landrum Angela Landrum Dallas/Fort Worth Area Details
Angela Landrum's Cain Watters & Associates Experience January 2007 - September 2011
Job Senior Associate at Grant Thornton LLP
Industry Events Services
Experience
Grant Thornton LLP  February 2015 - Present
Contract Employment  September 2011 - Present
Northwoods Honeybee Farm   March 2010 - Present
Catholic Pro-Life Committee of North Texas   January 2012 - April 2012
Cain Watters & Associates   January 2007 - September 2011
American Diabetes Association  June 2001 - December 2006

Skills
Fundraising, Social Media, Sponsorship, Community Outreach, Volunteer Management, Graphic Design, Branding & Identity, Event Planning, Event Management, Events, Social Media Marketing, Marketing Communications, Marketing Strategy, Product Marketing, Trade Shows, ROI Strategies, Public Speaking, Web Content, Web Marketing, Brochure Production, Marketing, Budgets, Email Marketing, Advertising, Nonprofits, Management, Customer Service, Decoration, Direct Mail, Corporate Events

Education
The University of Dallas   1996 — 2000
BA, History; Art History

Scott Clynch Scott Clynch Dallas/Fort Worth Area Details
Scott Clynch's Cain Watters & Associates Experience January 2013 - Present
Job Associate Planner at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   January 2013 - Present
Ernst & Young  January 2010 - January 2013
Ernst & Young  February 2009 - April 2009
Merit Energy Company  May 2008 - June 2008

Skills
CPA, Tax

Education
Texas Tech University - Rawls College of Business   2004 — 2009
Masters of Science in Accounting, Taxation

Robin Lotz Robin Lotz Dallas/Fort Worth Area Details
Robin Lotz's Cain Watters & Associates Experience February 2013 - Present
Job Tax Associate at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   February 2013 - Present
Lam, Po & Xu, CPA's   October 2005 - January 2013
Lone Star Country Store   June 2000 - July 2009

Skills
QuickBooks, ProSystem fx Tax, Sales, Peachtree, Accounting, Corporate Tax, Income Tax, Microsoft Excel, Tax Preparation, Tax, Financial Accounting, Microsoft Office, Account Reconciliation, General Ledger, Tax Accounting

Education
The University of North Texas   2010 — 2012
Master's degree, Taxation

University of North Texas   2001 — 2012
Bachelor of Science, Accounting

Tammie Farris Tammie Farris Dallas/Fort Worth Area Details
Tammie Farris's Cain Watters & Associates Experience November 2012 - Present
Job Tax Reviewer at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   November 2012 - Present
BeautiControl  November 2009 - Present
Bookkeeping & Tax Services   January 2000 - Present
David Prince, CPA firm   May 2009 - December 2009
Travis Wolff & Co.   August 2008 - May 2009
TravisWolff  2008 - 2009
Auerbach, Albert & Gold, LC   November 2005 - August 2008
Holly Nicholas, CPA   January 2000 - October 2005

Education
Texas State University   1996 — 1999
Accounting

Karly Keeley, CPA Karly Keeley, CPA New York, New York Details
Karly Keeley, CPA's Cain Watters & Associates Experience September 2010 - April 2011
Job Senior Tax Associate Alternative Investments KPMG
Industry Accounting
Experience
KPMG US  November 2011 - Present
Cain Watters & Associates   September 2010 - April 2011
Drexel Development Company, LLC   September 2009 - October 2009
Miller / Russell & Associates   June 2009 - July 2009

Skills
CPA, QuickBooks, Financial Analysis, Accounting, Tax Preparation, Portfolio Management, PowerPoint, Tax, Microsoft Word, Microsoft Excel, Tax Research, Financial Reporting, Outlook, Microsoft Office, US GAAP, GAAP, Party Favors

Education
Southern Methodist University - Cox School of Business   2010 — 2011
Masters, Accounting: Tax Concentration

Southern Methodist University   2006 — 2010
BA, Spanish

Southern Methodist University - Cox School of Business   2006 — 2010
BBA, Financial Consulting

FUNDACIÓN JOSÉ ORTEGA Y GASSET
Study Abroad - Spain

Universidad Veracruzana
Study Abroad - Mexico

Saikat Rozario Saikat Rozario Los Angeles, California Details
Saikat Rozario's Cain Watters & Associates Experience May 2012 - January 2013
Job Senior AssociateState & Local Tax Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  June 2015 - Present
Grant Thornton LLP  January 2013 - Present
Cain Watters & Associates   May 2012 - January 2013
Nitax Services (CPA Firm)   September 2008 - April 2012
Arfan Enterprise (Food Service)   April 2004 - September 2007
T-Mobile  October 2006 - January 2007

Skills
QuickBooks, GAAP, Financial Reporting, Sales Tax, Microsoft Office, Peachtree, Payroll Taxes, Income Tax, Accounting, Fixed Assets, General Ledger, Account Reconciliation, Auditing, Accounts Receivable, Year-end Close, Cost Accounting, Consolidation, Strategic Financial..., Bank Reconciliation, ProSeries, Variance Analysis, Tax, Journal Entries, SEC filings, Business Analysis, Financial Accounting, Tax Research, Invoicing, Tax Preparation, Revenue Recognition, Tax Accounting, PeopleSoft, Corporate Tax, Partnership Taxation, Internal Controls, Sarbanes-Oxley, Finance, Great Plains Software, ProSystem fx Tax, Financial Analysis, Training, Process Improvement, Business Process..., Bookkeeping, Cash Flow, Tax Returns, Cash, Outlook, Accounts Payable, CPA

Education
City University   2007 — 2009
Master of Business Administration, Project Management

City University   2004 — 2006
Bachelor; BA, Accounting

North Seattle Community College   2001 — 2003
Associate of Arts, Business Administration

Jon Borgeson, MBA Jon Borgeson, MBA Dallas/Fort Worth Area Details
Jon Borgeson, MBA's Cain Watters & Associates Experience May 2012 - July 2013
Job Financial Analyst
Industry Aviation & Aerospace
Experience
American Airlines  June 2015 - Present
The University of Notre Dame Mendoza College of Business  August 2013 - June 2015
Bank of America  June 2014 - August 2014
Cain Watters & Associates   May 2012 - July 2013
Grant Thornton LLP  July 2011 - March 2012
University of Texas at Austin  August 2010 - May 2011
Ferree & Associates, CPAs, PLLC   January 2010 - April 2010
Ferree & Associates, CPAs, PLLC   January 2007 - August 2008

Skills
Fixed Asset Manager, CCH, RIA, FIN 48, FAS 109, 1040, 1041, 1065, 1120, 1120S, Outlook, Excel, PowerPoint, Word, Microsoft Windows, Payroll, US GAAP, ASC 740, BNA, GoSystem Tax Software, 1099 Preparation, W-2, Access, TX Franchise Tax, 940, 941, NPV, Real option analysis, DCF Valuation, Cost Of Capital, Black-Scholes, CCH ProSystem fx, ProSeries, CCH Engagement, CCH Document, Sage Fixed Asset..., QuickBooks, Financial Reporting, Research, IRR, Real Options Analysis, Financial Statement..., Consolidated Financial..., Teamwork, Statistical Data..., Regression Models, Analytics

Education
University of Notre Dame   2013 — 2015
Master of Business Administration (MBA), Corporate Finance

The University of Texas at Austin - The Red McCombs School of Business   2010 — 2011
Master in Professional Accounting, Accounting, 3.76

University of North Carolina at Greensboro   2007 — 2009
Bachelor of Science, Accounting, 4.0

Forsyth Technical Community College
Associate, Applied Science - Accounting, 3.77

Angela Rendon, CPA Angela Rendon, CPA Houston, Texas Area Details
Angela Rendon, CPA's Cain Watters & Associates Experience February 2010 - March 2011
Job Tax Analyst
Industry Accounting
Experience
Dean Foods  March 2011 - April 2014
Cain Watters & Associates   February 2010 - March 2011
KPMG  October 2008 - February 2010

Education
Texas A&M University - Mays Business School   2003 — 2008
BBA, MS, Accounting - Tax

Christina L. Ford, CPA Christina L. Ford, CPA Dallas/Fort Worth Area Details
Christina L. Ford, CPA's Cain Watters & Associates Experience October 2013 - April 2015
Job Realtor
Industry Real Estate
Experience
Exit Realty Elite - Frisco   August 2015 - Present
Cain Watters & Associates   October 2013 - April 2015
Grant Thornton LLP  June 2013 - August 2013
Grant Thornton LLP  2012 - 2013
Grant Thornton LLP  2012 - 2012

Skills
Accounting, Financial Accounting, Microsoft Excel, PTMS, GoSystems, Access Database, PowerPoint, Outlook, Real Estate Tax Appeals, Depreciation, Sage, Communication, Organization, Customer Oriented, GAAP, Financial Reporting, Tax, Financial Analysis, Auditing, Cost Accounting, Internal Audit, Team Leadership, QuickBooks, Management, Income Tax, CPA

Education
The University of Texas at Dallas - School of Management   2010 — 2013
Master of Science (MS), Accounting, 3.73

North Lake College   2006 — 2009
Associate's degree, Business Administration and Management, General

Western State College   2007 — 2007
Business Administration and Management, General

Irving High School   2003 — 2006
High School Diploma

Britt Roseland Britt Roseland Orlando, Florida Details
Britt Roseland's Cain Watters & Associates Experience March 2013 - May 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  June 2014 - Present
Cain Watters & Associates   March 2013 - May 2014
PwC  October 2011 - February 2013
Dixon Hughes Goodman LLP  January 2009 - March 2009

Skills
Tax, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Partnership Taxation, Tax Returns, International Tax, US Tax, Tax Advisory

Education
University of North Texas   2006 — 2011
BS/MS, Accounting: Taxation, 3.75

University of Mary-Hardin Baylor   2004 — 2006
Performance Studies

DJ Bhola, CPA DJ Bhola, CPA Austin, Texas Area Details
DJ Bhola, CPA's Cain Watters & Associates Experience May 2012 - August 2012
Job Accountant for Dentists and Dental Practices
Industry Accounting
Experience
DJ Bhola CPA, P.C.   December 2012 - Present
DENKE CPA, P.C.   August 2012 - November 2012
Cain Watters & Associates   May 2012 - August 2012
Oscar L. Barr, P.C., CPA / CFP   September 2011 - April 2012
PSK LLP  October 2008 - September 2011
Mesch McBride & Evans   January 2007 - September 2008

Skills
Financial Statements, Accounting, General Ledger, Auditing, QuickBooks, Microsoft Excel, Bookkeeping, Tax Preparation, CPA, Tax, Reviews, Fixed Assets, Internal Controls, Compilations

Education
The University of Texas at Arlington   2005 — 2007
Bachelor of Science (BS), Accounting

The University of Texas at Arlington - College of Business   2005 — 2007
BBA, Accounting

Traci Stafford Traci Stafford Richardson, Texas Details
Traci Stafford's Cain Watters & Associates Experience January 2015 - Present
Job Tax Intern at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   January 2015 - Present
Cain Watters & Associates   June 2014 - December 2014
Cain Watters & Associates   December 2013 - December 2014
Ross Stores, Inc.   September 2012 - December 2013
Kid to Kid/Uptown Cheapskate   November 2009 - July 2012

Skills
Accounting, Payroll, Account Reconciliation, Accounts Payable, Financial Statements, Bank Reconciliation, Microsoft Excel, Microsoft Word, Customer Service, Management, QuickBooks, Tax Preparation

Education
The University of Texas at Dallas   2015 — 2016
Master's Degree, Accounting

University of Texas at Dallas - Naveen Jindal School of Management   2012 — 2014
Bachelor of Science (B.S.), Accounting

Collin County Community College   2009 — 2012
Associate of Arts (A.A.)

Chase Thomas, CPA Chase Thomas, CPA Dallas/Fort Worth Area Details
Chase Thomas, CPA's Cain Watters & Associates Experience March 2014 - Present
Job Associate Planner at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   March 2014 - Present
Deloitte  October 2010 - March 2014
Burds, Reed & Mercer PC   January 2009 - May 2010
Professional Golfer  2007 - 2010
Deloitte  June 2007 - September 2007

Skills
International Tax, Accounting, Preparation, Tax Returns, Tax Compliance, Corporate Tax, Tax, Partnership Taxation, International Tax..., Tax Research, Financial Reporting, CPA, GAAP, US GAAP, Tax Advisory, Internal Controls, Tax Accounting, Tax Preparation, Income Tax

Education
Baylor University - Hankamer School of Business   2005 — 2007
BBA, Accounting

Steven Mangus Steven Mangus Dallas/Fort Worth Area Details
Steven Mangus's Cain Watters & Associates Experience March 2012 - November 2013
Job V.P. Investor Relations at Paradigm Exploration Company
Industry Oil & Energy
Experience
Paradigm Exploration Company   November 2013 - Present
Cain Watters & Associates   March 2012 - November 2013
Dallas Cowboys  March 2002 - March 2012

Skills
Operations Management, Management, Microsoft Excel, Sales, Sports, Leadership, Sports Marketing, Research, Event Management, Contract Negotiation, PowerPoint, Microsoft Office, Microsoft Word

Education
Petroleum Landman School   2015 — 2015

University of North Texas   2000 — 2003
Bachelor's degree, Business Operations Management Science

Andrew Rau CPA Andrew Rau CPA Dallas/Fort Worth Area Details
Andrew Rau CPA's Cain Watters & Associates Experience August 2004 - October 2007
Job Federal Tax Manager Torchmark Corporation
Industry Insurance
Experience
Torchmark Corporation  October 2007 - Present
Cain Watters & Associates   August 2004 - October 2007
Cinemark  April 2003 - August 2004
EY  December 2000 - April 2003
BDO USA, LLP (Belew Averitt LLP)   August 1998 - December 2000

Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, Accounting, Property & Casualty..., Business Analysis, General Insurance, Financial Reporting, Corporate Tax, International Tax, Partnership Taxation, Life Insurance Taxation, Mixed Group Taxation

Education
The University of Texas at Dallas
Bachelor of Science (BS), Accounting

Randy Moser Randy Moser Mckinney, Texas Details
Randy Moser's Cain Watters & Associates Experience June 2015 - July 2015
Job Teaching Assistant | PPA and Accounting Graduate student at The University of Texas at Dallas
Industry Accounting
Experience
Cain Watters & Associates   June 2015 - July 2015
Grant Thornton LLP  February 2015 - April 2015
The University of Texas at Dallas  August 2014 - December 2014
T-Mobile  August 2006 - June 2013
Affiliated Computer Services, Inc  August 2005 - August 2006

Education
The University of Texas at Dallas   2015 — 2016
Master’s Degree, Accounting, 3.92

The University of Texas at Dallas   2013 — 2014
Bachelor's Degree, Double Major: Accounting and Corporate Finance, 4.0

Collin County Community College   2010 — 2012

College of DuPage   2001 — 2007
Associate of General Studies, Computer Science

Vivien Wong, CPA Vivien Wong, CPA Houston, Texas Area Details
Vivien Wong, CPA's Cain Watters & Associates Experience September 2002 - June 2006
Job Senior Recruiting Manager at Unity Search
Industry Accounting
Experience
Unity Search  February 2011 - Present
SNI Financial  June 2006 - January 2011
Cain Watters & Associates   September 2002 - June 2006
PricewaterhouseCoopers  1999 - 2002

Skills
Tax Accounting, Accounting, Tax, Financial Reporting, Auditing, Internal Controls, International Tax, Sarbanes-Oxley Act, Income Tax, Recruiting, Talent Acquisition, Corporate Tax

Education
The University of Texas at Austin - Red McCombs School of Business   1994 — 1999
BBA & MPA, Accounting

Cody Moncrief, CPA Cody Moncrief, CPA Dallas, Texas Details
Cody Moncrief, CPA's Cain Watters & Associates Experience May 2011 - Present
Job Tax Reviewer at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   May 2011 - Present
Emersons Commercial Management US, LLC   January 2011 - May 2011

Skills
Tax, Corporate Tax, Tax Preparation, General Ledger, Tax Research, Tax Accounting, Accounting, Financial Reporting, Income Tax, Financial Statements, Tax Returns, Fixed Assets, Financial Accounting, Personal Income Tax..., Partnership Tax Returns

Education
The University of Texas at Dallas   2011 — 2012
MS, Accounting

The University of Texas at Dallas   2009 — 2011
BS, Accounting

Paris Junior College   2008 — 2009
Accounting

Tyler Junior College   2007 — 2008
Accounting

Elizabeth Lean, CPA Elizabeth Lean, CPA Houston, Texas Details
Elizabeth Lean, CPA's Cain Watters & Associates Experience August 2010 - February 2013
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC  July 2015 - Present
PwC  January 2014 - June 2015
Thomson Reuters, Tax & Accounting, Government   February 2013 - December 2013
Cain Watters & Associates   August 2010 - February 2013

Skills
Tax, Tax Preparation, Corporate Tax, QuickBooks, Partnership Taxation, Accounting, GoSystems, Financial Statements, ProSystem fx Tax, ProSystem Engagement, BNA Income Tax, Property Tax, Financial Reporting, Financial Accounting, Microsoft Excel, Microsoft Office

Education
Texas Tech University - Rawls College of Business   2005 — 2009
Bachelor of Business Administration (BBA), Accounting

University of New York in Prague   2008 — 2008

Tracey Spivey Tracey Spivey Dallas/Fort Worth Area Details
Tracey Spivey's Cain Watters & Associates Experience November 2005 - January 2013
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP  January 2013 - Present
Family Legacy Trust Company   July 2007 - January 2013
Cain Watters & Associates   November 2005 - January 2013
KPMG LLP  May 2002 - November 2005
Arthur Andersen LLP  October 1997 - May 2002
Price Waterhouse LLP  January 1996 - October 1997
Belew Averitt & Co.   September 1994 - January 1996

Skills
Estate Planning, Income Tax Planning, Asset Protection..., High Net Worth..., Wealth Management, Tax, Asset Protection, Strategic Financial..., Corporate Tax, Financial Planners, Income Tax, Family Office, Tax Law, Partnership Taxation, Retirement Planning, Estate Tax Planning, CPA, Financial Planning

Education
Texas A&M University   1993 — 1994
Masters of Science, Accounting

Texas A&M University   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

Joe Madrid, MBA Joe Madrid, MBA Dallas/Fort Worth Area Details
Joe Madrid, MBA's Cain Watters & Associates Experience February 2014 - Present
Job Tax Accountant
Industry Accounting
Experience
Cain Watters & Associates   February 2014 - Present
US Army  December 1994 - Present
Montgomery Coscia Greilich LLP  2011 - 2013
Department of the Army  2008 - 2011
Sears Holdings  2005 - 2008

Skills
Leadership, Tax Research, Tax Accounting, Financial Statements, Account Reconciliation, Partnership Taxation, Corporate Tax, Tax, Accounting

Education
US Army Command and General Staff College   2010 — 2012
Command and General Staff Officer Course (CGSOC), Leadership and Operational Art

University of Phoenix   2006 — 2008
Master of Business Administration (MBA), Accounting

The University of Texas at Arlington   1998 — 2000
Bachelor of Arts (BA), Criminal Justice and Corrections

Kaitlin White Mitchell Kaitlin White Mitchell Dallas/Fort Worth Area Details
Kaitlin White Mitchell's Cain Watters & Associates Experience June 2011 - Present
Job New Client Services & Seminars at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   June 2011 - Present
Allen Americans Professional Hockey Team   July 2009 - July 2011
University of Alabama Athletic Department  August 2008 - July 2009

Skills
Sports, Athletics, Sports Marketing, Sports Management, Sponsorship, Customer Service, Event Planning, Event Management, Sponsorship Sales, Microsoft Office, PowerPoint, Social Media

Education
University of Alabama   2008 — 2009
Masters, Sports Management

University of Alabama   2004 — 2008
Bachelors, Financial Planning

Christi Shields, EA Christi Shields, EA Dallas/Fort Worth Area Details
Christi Shields, EA's Cain Watters & Associates Experience March 2012 - Present
Job Tax Reviewer/Supervisor at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   March 2012 - Present
N/A  July 2010 - Present
CF & Co, LLP   2006 - 2010
Avidyn Health  December 2005 - July 2006
Lewisville, ISD  2000 - 2004

Skills
Tax, QuickBooks, CPA, Accounting, Income Tax, General Ledger, GAAP, Tax Accounting

Education
University of Texas at Dallas   2000 — 2005
BS, Accounting & Information Management

Collin County Community College

Matt Paladini, CFP Matt Paladini, CFP Dallas/Fort Worth Area Details
Matt Paladini, CFP's Cain Watters & Associates Experience 2002 - 2006
Job Owner, Paladini Financial Mgmt.
Industry Financial Services
Experience
Paladini Financial Mgmt.   2006 - Present
Cain Watters & Associates   2002 - 2006
Ernst & Young  1998 - 2002

Skills
Strategic Financial..., Investments, Strategic Planning, Business Strategy, Financial Analysis, Forecasting, Financial Modeling, Accounting, Financial Reporting, Valuation, Tax, Analysis, Portfolio Management, Due Diligence, Mergers & Acquisitions, Retirement Planning, Financial Planning, Customer Service, Management

Education
University of North Texas
BBA, Finance and Financial Management Services

David Forbess David Forbess Dallas/Fort Worth Area Details
David Forbess's Cain Watters & Associates Experience July 2009 - Present
Job Associate Financial Planner at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   July 2009 - Present
Ernst & Young, LLP   July 2006 - June 2009
Ernst & Young, LLP   July 2006 - June 2009

Skills
Retirement Planning, CPA, Tax, Cash Flow, Wealth Accumulation, Small Business, Accounting, Wealth, Financial Planners, Asset Allocation, Estate Planning, Finance, Financial Planning, Financial Reporting, Income Tax, Insurance, Investments, Pensions, Recruiting, Personal Finance, Tax Preparation, Tax Accounting

Education
Texas Tech University   2001 — 2006
Masters in Accounting, Accounting

Texas Tech University - Rawls College of Business   2001 — 2006
Masters in Accounting, Accounting

Jason Luse Jason Luse Dallas/Fort Worth Area Details
Jason Luse's Cain Watters & Associates Experience January 2005 - December 2009
Job at Moss, Luse & Womble
Industry Financial Services
Experience
Moss, Luse & Womble, LLP   January 2010 - Present
Cain Watters & Associates   January 2005 - December 2009
Weaver and Tidwell  May 2001 - December 2005
Ken Hughes and Associates   January 1999 - April 2001

Education
University of North Texas   1997 — 2001
MS, Accounting

University of North Texas   1997 — 2001
BBA, Finance

University of North Texas   1997 — 2001
BS, Accounting

Ashley McGee Ashley McGee Dallas/Fort Worth Area Details
Ashley McGee's Cain Watters & Associates Experience November 2012 - Present
Job Client Coordinator at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   November 2012 - Present
Cain, Watters and Associates   July 2010 - November 2012
Ajilon Consulting  January 2010 - July 2010
Nortel Networks  May 2007 - September 2009

Education
The University of Texas at Dallas   2003 — 2007

Jaime Prewitt Jaime Prewitt Dallas/Fort Worth Area Details
Jaime Prewitt's Cain Watters & Associates Experience August 2005 - June 2008
Job Executive Assistant/Training Administrator at Hunt Oil Company
Industry Oil & Energy
Experience
Hunt Oil Company  April 2010 - Present
Cogent Partners  September 2008 - April 2010
Cain Watters & Associates   August 2005 - June 2008
FM Global  August 2004 - August 2005
A. Larry Ross Communications  June 2002 - August 2004

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Customer Service, Due Diligence, Human Resources, Event Planning, Accounting, Administration

Education
Baylor University   1997 — 2001
Bachelor of Arts (B.A.), Business/Corporate Communications

Simon Barnboym, CPA Simon Barnboym, CPA Dallas/Fort Worth Area Details
Simon Barnboym, CPA's Cain Watters & Associates Experience March 2012 - July 2012
Job Certified public accountant
Industry Accounting
Experience
Chapman, Hext & Co., P.C.   January 2014 - April 2014
Cain Watters & Associates   March 2012 - July 2012
Montgomery Coscia Greilich LLP  November 2010 - July 2011
KPMG  January 2009 - September 2009
Huselton, Morgan and Maultsby PC   January 2006 - July 2006

Skills
CPA, Corporate Tax, Tax Research, Income Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Tax Returns, GoSystems, CCH ProSystem fx, Tax Advisory, Financial Reporting, US GAAP, GAAP, Financial Accounting

Education
The University of Texas at Austin - Red McCombs School of Business   2007 — 2008
MPA, Accounting

The University of Texas at Dallas   2005 — 2007
BS, Accounting

Cory Craddock, CPA/PFS, CFP(R) Cory Craddock, CPA/PFS, CFP(R) Tulsa, Oklahoma Area Details
Cory Craddock, CPA/PFS, CFP(R)'s Cain Watters & Associates Experience January 2007 - August 2011
Job Owner/President at Craddock Financial Management, PLLC
Industry Financial Services
Experience
Craddock Financial Management, PLLC   January 2007 - Present
Brown, Kinion & Co, CPA's Inc   February 2012 - November 2012
Cain Watters & Associates   January 2007 - August 2011
CCK   January 2000 - December 2006
Oklahoma Society of CPAs  2005 - 2006
Oklahoma Society of CPAs  2005 - 2006

Skills
Tax, Financial Goals, CPA, Wealth Accumulation, Bookkeeping, Finance, Financial Reporting, Financial Statements, Investments, Small Business, Cash Flow, Tax Accounting, Payroll Taxes, Personal Finance, QuickBooks, Tax Returns, Cash Management, Accounts Receivable, Mergers & Acquisitions, Corporate Finance, Cost Accounting, Tax Preparation, Financial Accounting, Payroll, Estate Planning, Cash Flow Forecasting, Retirement Planning, Auditing, Income Tax, Financial Analysis, Corporate Tax, Financial Advisory, General Ledger, Accounting, Business Valuation, GAAP, Peachtree, Managerial Finance, Partnership Taxation, Accounts Payable, Forecasting, Management, Account Reconciliation, Bank Reconciliation, Fixed Assets, Comprehensive Financial..., Tax Strategies, Financial Planners, Strategic Financial..., Financial Planning

Education
Northeastern State University   1998 — 1999
Bachelor of Science, Finance

Oklahoma State University   1998 — 1999
Bachelor of Business Administration, Finance

Oklahoma State University - Tulsa   1998 — 1999
Bachelor of Business Administration, Finance

Eric Mowry Eric Mowry Flower Mound, Texas Details
Eric Mowry's Cain Watters & Associates Experience August 2006 - May 2008
Job Teacher/Coach
Industry Education Management
Experience
Lewisville ISD  July 2010 - Present
Humble Independent School District  August 2009 - December 2009
Keller Independent School District  September 2008 - June 2009
Cain Watters & Associates   August 2006 - May 2008
2006YMCA   May 2006 - August 2006

Education
University of North Texas   2008 — 2009
Post Baccalaureate Teacher Certification Program

University of North Texas   2005 — 2008
Bachelor of Business Administration, Marketing

Keith Klein Keith Klein Dallas/Fort Worth Area Details
Keith Klein's Cain Watters & Associates Experience May 2010 - Present
Job Planner at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   May 2010 - Present
PricewaterhouseCoopers  October 2003 - June 2010
General Electric  June 2001 - August 2001

Skills
Accounting, Financial Reporting, Tax, Auditing, US GAAP, Tax Research, Financial Analysis, Cash Flow, GAAP, Financial Statements, Sarbanes-Oxley Act, General Ledger, Financial Accounting, CPA, Strategic Financial...

Education
Texas Tech University - Rawls College of Business   1998 — 2003
Master's degree, Accounting

Elaine Noel Elaine Noel Dallas/Fort Worth Area Details
Elaine Noel's Cain Watters & Associates Experience June 2000 - May 2002
Job Accounting Professional
Industry Accounting
Experience
Cardiopulmonary Research Science and Technology Institute (CRSTI)   May 2009 - Present
Harold Leidner   July 2007 - October 2008
Tenet Healthcare  May 2002 - July 2007
Cain Watters & Associates   June 2000 - May 2002
Tenet Healthcare  August 1999 - June 2000

Skills
Payroll, Invoicing, Administrative..., Accounts Receivable, Accounts Payable, Accounting, Healthcare, Financial Statements, Microsoft Excel, Administration, Expenses, Budgets, Event Planning

Education
Angelo State University

Collin County Community College

Kristy Howard Kristy Howard Dallas/Fort Worth Area Details
Kristy Howard's Cain Watters & Associates Experience January 2012 - Present
Job Associate Planner at Cain Watters & Associates
Industry Accounting
Experience
M. White and Associates   August 2015 - Present
Cain Watters & Associates   January 2012 - Present
Cain Watters & Associates   November 2009 - January 2012
Chapman, Hext & Co., P.C.   June 2008 - November 2009
Deloitte  September 2007 - May 2008

Education
Texas A&M University   2002 — 2007
BBA, MSA, Accounting, Taxation

Texas A&M University - Mays Business School   2002 — 2007
BBA, MS, Accounting, Taxation

Brittany Dewan Brittany Dewan Dallas/Fort Worth Area Details
Brittany Dewan's Cain Watters & Associates Experience April 2013 - Present
Job Associate Planner at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   April 2013 - Present
PwC  September 2011 - April 2013
PwC  October 2009 - October 2011
PricewaterhouseCoopers  June 2008 - August 2008
NYSE Euronext  June 2005 - August 2006
MPS Group  May 2004 - August 2004

Skills
Spanish, Microsoft Office

Education
Southern Methodist University- Edwin L. Cox School of Business   2004 — 2009
Bachelors of Business Administration in Accounting, Master of Science in Accounting, Accounting

Southern Methodist University   2004 — 2008
B.A. Spanish

Universidad Veracruzana   2007 — 2007
Spanish

The Bolles School   2001 — 2004

Lisa Wright-Burnham Lisa Wright-Burnham Dallas/Fort Worth Area Details
Lisa Wright-Burnham's Cain Watters & Associates Experience November 2002 - September 2008
Job Senior Accounting Services at Goldin Peiser & Peiser, LLP
Industry Accounting
Experience
Goldin Peiser & Peiser, LLP   September 2008 - Present
Cain Watters & Associates   November 2002 - September 2008
Robison and Co., PC   1990 - 1996

Skills
Accounting, Payroll, Financial Statements, Financial Reporting, General Ledger, GAAP, Microsoft Excel, Account Reconciliation, QuickBooks, Journal Entries, Microsoft Office, Bookkeeping, Financial Accounting, Bank Reconciliation, Payroll Taxes, Corporate Tax, Accounts Payable, Cash Flow

Education
Colorado Technical University   2009 — 2010
MBA, Accounting

Colorado Technical University   2007 — 2009
BSBA, Finance

Jessica Nunn Jessica Nunn Dallas/Fort Worth Area Details
Jessica Nunn's Cain Watters & Associates Experience January 2006 - December 2014
Job M. White & Associates PLLC
Industry Accounting
Experience
M. White & Associates, PLLC   January 2015 - Present
Cain Watters & Associates   January 2006 - December 2014

Education
Texas A&M University

Texas A&M University

Jennifer Lipp Jennifer Lipp Dallas/Fort Worth Area Details
Jennifer Lipp's Cain Watters & Associates Experience 2007 - 2009
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting  November 2009 - Present
Cain Watters & Associates   2007 - 2009
Novogradac & Company LLP  2006 - 2007

Education
Texas State University   2001 — 2005
BBA, Accounting

Whitney Aldrich Whitney Aldrich Dallas, Texas Details
Whitney Aldrich's Cain Watters & Associates Experience January 2011 - October 2011
Job Tax Manager
Industry Accounting
Experience
Wagner, Eubank & Nichols, LLP   July 2015 - Present
Hertzbach & Company, P.A.   June 2014 - June 2015
Hertzbach  November 2011 - June 2014
Cain Watters & Associates   January 2011 - October 2011
Mallah Furman  June 2010 - December 2010
Cain Watters & Associates   August 2006 - August 2009
Cain, Watters, & Associates   August 2006 - August 2009
KPMG, LLP  October 2004 - August 2006
KPMG, LLP  January 2003 - April 2003

Skills
Tax, Tax Returns, CPA, Property Tax, Small Business, IRS, Recruiting, Corporate Tax, Management, Tax Preparation, Accounting, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Auditing

Education
University of North Texas   2001 — 2004
BS/MS, Accounting - Taxation

Mclennan Community College   1999 — 2001
AA, Business Administration

Joe Applewhite Joe Applewhite Dallas/Fort Worth Area Details
Joe Applewhite's Cain Watters & Associates Experience July 2007 - October 2013
Job Founder and President at Applewhite Financial Planning PLLC
Industry Financial Services
Experience
Applewhite Financial Planning PLLC   October 2013 - Present
Cain Watters & Associates   July 2007 - October 2013
WhiteHorse Capital Partners   May 2004 - July 2007
Deloitte  October 2001 - May 2004

Education
The University of Texas at Austin   2000 — 2001
Masters in Professional Accounting, Taxation

University of Notre Dame   1996 — 2000
BA, Accounting

Jesuit College Preparatory School of Dallas   1992 — 1996

Cecilia Hulsey Cecilia Hulsey Dallas/Fort Worth Area Details
Cecilia Hulsey's Cain Watters & Associates Experience June 2003 - July 2009
Job Finance Accountant at Mouser Electronics through Kforce
Industry Electrical/Electronic Manufacturing
Experience
Mouser Electronics  October 2012 - Present
Kforce  March 2012 - Present
AMS Staff Leasing  January 2010 - July 2010
Cain Watters & Associates   June 2003 - July 2009
Hulsey Engineering   January 1993 - January 2002
Country Acres Kennels   January 1991 - January 1993
Charles Pettigrew, CPA   January 1990 - January 1991
AGAP, Inc   January 1988 - January 1990

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Employee Benefits, General Ledger, Invoicing, iPhone, Office Management, PowerPoint, Problem Solving, QuickBooks, Windows, YouTube, Foreign Currency, Multi-State Sales Tax, Sales & Use Tax, VAT, Spreadsheets, Bank Reconciliation, Foreign Currency..., Foreign Currency..., Payroll, Payroll Taxes, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Reporting, Financial Accounting, Corporate Finance, Income Statement, Financial Statements, Financial Statement..., 1099 Preparation

Education
Kaplan University   2009 — 2011
Bachelor of Science, Accounting

The University of Texas at Arlington   1992 — 1994
Did not finish, Accounting and Finance

Schmeka Andris Schmeka Andris Dallas/Fort Worth Area Details
Schmeka Andris's Cain Watters & Associates Experience September 2014 - Present
Job Senior Client Accountant at FirstService Residential
Industry Management Consulting
Experience
Cain Watters & Associates   September 2014 - Present
Premier Communities Management Company  February 2001 - September 2014

Education
Lamar University   1998 — 2000
BBA, Accounting

Jennifer Thill Boling Jennifer Thill Boling Dallas/Fort Worth Area Details
Jennifer Thill Boling's Cain Watters & Associates Experience February 2012 - May 2014
Job Financial Services Operations and Compliance Professional
Industry Financial Services
Experience
Legacy Consulting Group  August 2014 - Present
Cain Watters & Associates   February 2012 - May 2014
III to I Financial Management Research (FMR)   May 2011 - February 2012
Clover Partners   January 2005 - May 2011
Reinhart & Mahoney Capital Management   January 1994 - January 2004
Reinhart & Mahoney Capital Management   January 1993 - January 2004
Reinhart & Mahoney Capital Management   January 1993 - January 2004

Skills
Security Operations, Account Reconciliation, Compliance, Microsoft Excel, Securities, Investments, Equities, Mutual Funds, Hedge Funds, Due Diligence, Auditing

Education
Cardinal Stritch University   2000 — 2002
Bachelor's Degree, Business Administration

Shari Ellington Shari Ellington Dallas/Fort Worth Area Details
Shari Ellington's Cain Watters & Associates Experience January 2001 - December 2004
Job Senior Wealth Planning Strategist at Wells Fargo Private Bank
Industry Law Practice
Experience
Wells Fargo Private Bank  August 2012 - Present
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP   January 2008 - July 2012
Morgan Lewis  2007 - 2007
Cain Watters & Associates   January 2001 - December 2004
PricewaterhouseCoopers  August 1998 - December 2000

Skills
Tax, Estate Planning, Tax Law, Corporate Law, Trusts, CPA, Wills, Litigation, Legal Research

Education
University of Florida - Fredric G. Levin College of Law   2005 — 2007
JD

The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
MPA, Tax

The University of Texas at Austin - Red McCombs School of Business   1992 — 1996
BBA, Accounting

Lee Allgood Lee Allgood Waco, Texas Area Details
Lee Allgood's Cain Watters & Associates Experience January 2006 - September 2008
Job Associate at Pakis, Giotes, Page & Burleson, P.C.
Industry Law Practice
Experience
Pakis, Giotes, Page & Burleson, P.C.   July 2012 - Present
Baylor Law School  January 2009 - January 2013
Cain Watters & Associates   January 2006 - September 2008

Skills
Legal Research

Education
Baylor University School of Law   2009 — 2012
Juris Doctorate, Law

University of North Texas   2004 — 2006
Master of Science, Accounting With Tax Focus

University of North Texas   2002 — 2004
Bachelor of Science, Accounting

Brian Bortz Brian Bortz Dallas/Fort Worth Area Details
Brian Bortz's Cain Watters & Associates Experience Sr. ManagerErnst & Young1996 - 2004
Job Financial Planner at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   Sr. ManagerErnst & Young1996 - 2004

Skills
Finance, Strategic Financial..., Financial Analysis, Investment Advisory, Investments, Retirement Planning, Accounting, Cash Flow, Estate Planning, Tax, Financial Planners

Education
Texas A&M University - Mays Business School   1990 — 1995
Masters, Accounting and Finance

Bradley Blasingame Bradley Blasingame Dallas/Fort Worth Area Details
Bradley Blasingame's Cain Watters & Associates Experience June 2006 - Present
Job Planner at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   June 2006 - Present
Campbell and Company  June 2001 - June 2006
BSGM   June 1998 - June 2001

Skills
Tax Preparation, Financial Reporting, Financial Analysis, Accounting, Tax Research, Tax, Microsoft Office, Microsoft Excel, Strategic Financial..., Investments, Cash Flow, Auditing, QuickBooks, Income Tax, Payroll, CPA, General Ledger, Tax Accounting, Due Diligence, Corporate Tax, ProSystem fx Tax, Internal Controls, Partnership Taxation, Property Tax, Financial Statements, US GAAP, Peachtree, Bank Reconciliation, Account Reconciliation, Estate Planning, Financial Planners, Bookkeeping, Retirement Planning, Budgets, Financial Accounting, Expenses, Tax Returns, US Tax, Year-end Close, Payroll Taxes, 401k

Education
Lubbock Christian University   1995 — 1998
Bachelor of Science (B.S.), Accounting

Andy Wass Andy Wass Greater New York City Area Details
Andy Wass's Cain Watters & Associates Experience June 2010 - August 2010
Job Summer Extern at Internal Revenue Service
Industry Law Practice
Experience
Internal Revenue Service  June 2012 - Present
Cain Watters & Associates   June 2010 - August 2010

Education
New York University School of Law   2011 — 2014

University of Northern Iowa   2010 — 2011
M.A., Accounting

University of Northern Iowa   2006 — 2010
B.A., Accounting

Irma Jones Irma Jones Desoto, Texas Details
Irma Jones's Cain Watters & Associates Experience November 2002 - June 2007
Job Tax Accountant at Family Legacy Trust Company
Industry Financial Services
Experience
Family Legacy Trust Company   July 2007 - Present
Cain Watters & Associates   November 2002 - June 2007
Prentiss Properties  January 1999 - November 2001

Skills
Tax Research

Education
University of Arkansas at Fayetteville   1980 — 1984
BSBA, Accounting

Paula Engelage Paula Engelage Allen, Texas Details
Paula Engelage's Cain Watters & Associates Experience August 2008 - Present
Job Accountant at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   August 2008 - Present
Greystone Custom Homebuilders   December 2004 - April 2008
L & S Plumbing   May 1990 - September 2004

Education
University of Nebraska-Lincoln   1976 — 1979
Bachelor's degree, Accounting

Irma Jones Irma Jones Desoto, Texas Details
Irma Jones's Cain Watters & Associates Experience November 2002 - Present
Job Tax Accountant at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   November 2002 - Present
Prentiss Properties  January 1999 - November 2001

Skills
Corporate, Partnership,...

Education
University of Arkansas at Fayetteville   1980 — 1984
B.S.B.A., Accounting

Sydney Terry Sydney Terry San Antonio, Texas Details
Sydney Terry's Cain Watters & Associates Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Cain Watters & Associates   2013 - 2013
MedSynergies  April 2009 - December 2012

Skills
Texas Notary, Amateur Radio Operator

Education
University of North Texas   2010 — 2012
Bachelor of Science (B.S.), Business Computer Information Systems

Collin County Community College   2008 — 2010
Associate of Science (A.S.), Business

Adrienne Blanton Adrienne Blanton Dallas/Fort Worth Area Details
Adrienne Blanton's Cain Watters & Associates Experience February 2002 - November 2005
Job Experienced Accountant
Industry Accounting
Experience
TrailBlazer Health  March 2008 - December 2012
EMC Mortgage Corp  March 2006 - October 2007
Cain Watters & Associates   February 2002 - November 2005

Skills
Microsoft Office, Proficient in excel:..., Oracle Applications

Education
Texas Wesleyan University   1997 — 2001
Bachelor's degree, Business Administration - Accounting

Emmanuel Miller, CPA Emmanuel Miller, CPA Plano, Texas Details
Emmanuel Miller, CPA's Cain Watters & Associates Experience January 2015 - Present
Job Sr. Tax Preparer at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates   January 2015 - Present
KPMG US  July 2013 - January 2015
Grant Thornton LLP  January 2013 - July 2013
KPMG US  June 2010 - April 2011

Skills
Partnership Taxation, Corporate Tax, Corporate Finance, Accounting, Tax, Financial Reporting, Financial Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Auditing, GAAP

Education
University of North Texas   2011 — 2012
Master of Science (M.Sc.), Accounting Taxation

University of North Texas   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting

Holly Bowman Holly Bowman Dallas/Fort Worth Area Details
Holly Bowman's Cain Watters & Associates Experience Audit ManagerPwCSeptember 2007 - March 2015
Job Associate Planner at Cain Watters & Associates
Industry Financial Services
Experience
Cain Watters & Associates   Audit ManagerPwCSeptember 2007 - March 2015

Education
Texas Tech University   2003 — 2007
Master of Science (M.S.), Accounting