Sanford, Baumeister & Frazier, LLP
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Sanford, Baumeister & Frazier, LLP Employees
Employee
Years
Job
Industry
Rick Baumeister Rick Baumeister's Sanford, Baumeister & Frazier, LLP Experience 1993 - August 2015
Job Managing Principal Dallas/Fort Worth at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP 1993 - August 2015
Skills
Tax Preparation, Tax, Leadership, Accounting, Real Estate, Income Tax, Management, High Net Worth..., Strategic Planning, Due Diligence, Finance, Financial Analysis, Auditing, Business Development, Tax Accounting, Executive Management, Mergers & Acquisitions
Education
University of Kansas
Bachelor of Science (B.S.), Accounting and Business Administration
Northern Illinois University
Business Major
LTHS
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP 1993 - August 2015
Skills
Tax Preparation, Tax, Leadership, Accounting, Real Estate, Income Tax, Management, High Net Worth..., Strategic Planning, Due Diligence, Finance, Financial Analysis, Auditing, Business Development, Tax Accounting, Executive Management, Mergers & Acquisitions
Education
University of Kansas
Bachelor of Science (B.S.), Accounting and Business Administration
Northern Illinois University
Business Major
LTHS
Fred O'Lenick Fred O'Lenick's Sanford, Baumeister & Frazier, LLP Experience January 2014 - December 2014
Job CPA Candidate
Industry Accounting
Experience
KPMG January 2015 - April 2015
Sanford, Baumeister & Frazier, LLP January 2014 - December 2014
Tarrant County College May 2011 - August 2013
Skills
Financial Accounting, Cost Accounting, Financial Reporting, Supervisory Skills, Customer Satisfaction, Team Management, Managerial Finance, Team Building, American Red Cross..., GAAP, Income Tax, Accounting, Tax Preparation
Education
The University of Texas at Arlington 2014 — 2015
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
KPMG January 2015 - April 2015
Sanford, Baumeister & Frazier, LLP January 2014 - December 2014
Tarrant County College May 2011 - August 2013
Skills
Financial Accounting, Cost Accounting, Financial Reporting, Supervisory Skills, Customer Satisfaction, Team Management, Managerial Finance, Team Building, American Red Cross..., GAAP, Income Tax, Accounting, Tax Preparation
Education
The University of Texas at Arlington 2014 — 2015
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Reba Long Reba Long's Sanford, Baumeister & Frazier, LLP Experience 2014 - 2015
Job Audit Manager at CliftonLarsonAllen, LLP
Industry Accounting
Experience
Sanford, Baumeister & Frazier, LLP 2014 - 2015
Sanford, Baumeister & Frazier, LLP 2014 - 2015
Weaver 2010 - 2014
Ernst & Young May 2009 - August 2009
ATKG, LLP January 2009 - May 2009
Skills
CPA, Microsoft Excel, Microsoft Word, Auditing, Financial Accounting, Accounting, Financial Reporting, General Ledger, QuickBooks, Financial Analysis, Account Reconciliation, Bookkeeping, GAAP, Assurance, External Audit
Education
Texas Christian University 2009 — 2010
Master's degree, Accounting
Trinity University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Sanford, Baumeister & Frazier, LLP 2014 - 2015
Sanford, Baumeister & Frazier, LLP 2014 - 2015
Weaver 2010 - 2014
Ernst & Young May 2009 - August 2009
ATKG, LLP January 2009 - May 2009
Skills
CPA, Microsoft Excel, Microsoft Word, Auditing, Financial Accounting, Accounting, Financial Reporting, General Ledger, QuickBooks, Financial Analysis, Account Reconciliation, Bookkeeping, GAAP, Assurance, External Audit
Education
Texas Christian University 2009 — 2010
Master's degree, Accounting
Trinity University 2005 — 2009
Bachelor of Science (B.S.), Accounting
William Teal Fuller, CPA William Teal Fuller, CPA's Sanford, Baumeister & Frazier, LLP Experience February 2011 - April 2012
Job Senior Consultant at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting April 2015 - Present
Riveron Consulting January 2014 - April 2015
Magnum Hunter Resources Corporation August 2013 - January 2014
TravisWolff April 2012 - August 2013
Sanford, Baumeister & Frazier, LLP February 2011 - April 2012
Becker Professional Education January 2009 - December 2010
East Texas Orthopaedic Clinic May 2010 - August 2010
Mouser & Young August 2009 - October 2009
Scott Eller, PLLC May 2009 - August 2009
Pine Cove May 2008 - August 2008
Skills
Accounting, CPA, Auditing, Leadership, Financial Reporting, GAAP, Financial Analysis, Tax Research, Budgets, Financial Accounting, Strategic Planning, Financial Audits, External Audit, US GAAP, General Ledger, Consulting, New Business Development, Business Networking, Business Growth, Team Building, Teamwork, Team Leadership, Team Management, Team-oriented, Financial Statement..., Financial Statement..., Financial Statements
Education
Abilene Christian University 2010 — 2010
Masters of Accountancy, Accounting
Abilene Christian University 2006 — 2009
Undergraduate, Accounting
Weatherford College 2005 — 2009
General Studies
Weatherford High School 2004 — 2006
High School
Riveron Consulting April 2015 - Present
Riveron Consulting January 2014 - April 2015
Magnum Hunter Resources Corporation August 2013 - January 2014
TravisWolff April 2012 - August 2013
Sanford, Baumeister & Frazier, LLP February 2011 - April 2012
Becker Professional Education January 2009 - December 2010
East Texas Orthopaedic Clinic May 2010 - August 2010
Mouser & Young August 2009 - October 2009
Scott Eller, PLLC May 2009 - August 2009
Pine Cove May 2008 - August 2008
Skills
Accounting, CPA, Auditing, Leadership, Financial Reporting, GAAP, Financial Analysis, Tax Research, Budgets, Financial Accounting, Strategic Planning, Financial Audits, External Audit, US GAAP, General Ledger, Consulting, New Business Development, Business Networking, Business Growth, Team Building, Teamwork, Team Leadership, Team Management, Team-oriented, Financial Statement..., Financial Statement..., Financial Statements
Education
Abilene Christian University 2010 — 2010
Masters of Accountancy, Accounting
Abilene Christian University 2006 — 2009
Undergraduate, Accounting
Weatherford College 2005 — 2009
General Studies
Weatherford High School 2004 — 2006
High School
Dionne Cheshier Dionne Cheshier's Sanford, Baumeister & Frazier, LLP Experience June 2006 - February 2007
Job Owner C & A Associates
Industry Accounting
Experience
C & A Associates October 2011 - Present
MarketScout Corporation June 2004 - March 2008
TexSand Distributions October 2006 - April 2007
Sanford, Baumeister & Frazier, LLP June 2006 - February 2007
H&R Block January 1996 - May 2006
TravisWolff June 2005 - December 2005
Skills
Tax, Bookkeeping, Financial Reporting, Tax Preparation, Tax Returns, Payroll, Credit Analysis, Internal Audit, Analysis, Tax Accounting, Financial Statements, Income Tax, IRS, Tax Research, Accounting, Sales Tax, Corporate Tax, QuickBooks, Partnership Taxation, General Ledger
Education
University of North Texas 2003 — 2006
Bachelor of Science (BS), Accounting Control Systems
C & A Associates October 2011 - Present
MarketScout Corporation June 2004 - March 2008
TexSand Distributions October 2006 - April 2007
Sanford, Baumeister & Frazier, LLP June 2006 - February 2007
H&R Block January 1996 - May 2006
TravisWolff June 2005 - December 2005
Skills
Tax, Bookkeeping, Financial Reporting, Tax Preparation, Tax Returns, Payroll, Credit Analysis, Internal Audit, Analysis, Tax Accounting, Financial Statements, Income Tax, IRS, Tax Research, Accounting, Sales Tax, Corporate Tax, QuickBooks, Partnership Taxation, General Ledger
Education
University of North Texas 2003 — 2006
Bachelor of Science (BS), Accounting Control Systems
Austin Cary Austin Cary's Sanford, Baumeister & Frazier, LLP Experience May 2013 - July 2013
Job Student at University of Oklahoma Price College of Business
Industry Accounting
Experience
EY September 2014 - Present
Sanford, Baumeister & Frazier, LLP May 2013 - July 2013
OrgSync 2012 - 2012
Proterra Advertising May 2010 - August 2011
Skills
Mathematics, Accounting, Trombone, Research, Microsoft Office, PowerPoint, Microsoft Word, Writing, Customer Service, Social Media, Microsoft Excel, Event Planning, Public Relations, Social Networking, Data Analysis, Event Management, Public Speaking, Strategic Planning, Community Outreach, Editing, Advertising, Marketing Communications
Education
University of Oklahoma 2009 — 2014
University of Oklahoma - Price College of Business 2009 — 2014
Master of Accountancy, Accounting
EY September 2014 - Present
Sanford, Baumeister & Frazier, LLP May 2013 - July 2013
OrgSync 2012 - 2012
Proterra Advertising May 2010 - August 2011
Skills
Mathematics, Accounting, Trombone, Research, Microsoft Office, PowerPoint, Microsoft Word, Writing, Customer Service, Social Media, Microsoft Excel, Event Planning, Public Relations, Social Networking, Data Analysis, Event Management, Public Speaking, Strategic Planning, Community Outreach, Editing, Advertising, Marketing Communications
Education
University of Oklahoma 2009 — 2014
University of Oklahoma - Price College of Business 2009 — 2014
Master of Accountancy, Accounting
Angie Moss Angie Moss's Sanford, Baumeister & Frazier, LLP Experience June 2012 - June 2013
Job Vice President and Corporate Controller at DASEKE, INC.
Industry Accounting
Experience
DASEKE, INC. June 2013 - Present
Sanford, Baumeister & Frazier, LLP June 2012 - June 2013
Travis Wolff, LLP June 2001 - December 2011
Grant Thornton LLP November 1992 - June 2000
Skills
Financial Services, Real Estate, Accounting, Sarbanes-Oxley Act, Manufacturing, Public Companies, Auditing, Financial Reporting, SEC filings, Internal Controls, CPA
Education
The University of Texas at Arlington 1985 — 1989
BBA, Accounting, With Highest Honors
DASEKE, INC. June 2013 - Present
Sanford, Baumeister & Frazier, LLP June 2012 - June 2013
Travis Wolff, LLP June 2001 - December 2011
Grant Thornton LLP November 1992 - June 2000
Skills
Financial Services, Real Estate, Accounting, Sarbanes-Oxley Act, Manufacturing, Public Companies, Auditing, Financial Reporting, SEC filings, Internal Controls, CPA
Education
The University of Texas at Arlington 1985 — 1989
BBA, Accounting, With Highest Honors
Kay Grace Kay Grace's Sanford, Baumeister & Frazier, LLP Experience February 2012 - Present
Job Tax Associate
Industry Accounting
Experience
Sanford, Baumeister & Frazier, LLP February 2012 - Present
Kelley Athletic Company June 2010 - January 2012
Delaware North Companies April 2008 - August 2008
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Senior
Hill College 2008 — 2010
Associates of accounting, Accounting
Sanford, Baumeister & Frazier, LLP February 2012 - Present
Kelley Athletic Company June 2010 - January 2012
Delaware North Companies April 2008 - August 2008
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Senior
Hill College 2008 — 2010
Associates of accounting, Accounting
Brandi Botts Brandi Botts's Sanford, Baumeister & Frazier, LLP Experience January 2007 - April 2010
Job Owner & CEO at Brandi Botts Fitness
Industry Health, Wellness and Fitness
Experience
Brandi Botts Fitness January 2012 - Present
Sanford, Baumeister & Frazier, LLP January 2007 - April 2010
Skills
Fitness Consulting, Nutrition, Great Motivator
Education
Texas Wesleyan University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Brandi Botts Fitness January 2012 - Present
Sanford, Baumeister & Frazier, LLP January 2007 - April 2010
Skills
Fitness Consulting, Nutrition, Great Motivator
Education
Texas Wesleyan University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Megan Terrell, CPA Megan Terrell, CPA's Sanford, Baumeister & Frazier, LLP Experience July 2015 - August 2015
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP July 2015 - August 2015
Sanford, Baumeister & Frazier, LLP December 2013 - July 2015
Sanford, Baumeister & Frazier, LLP December 2012 - December 2013
Sanford, Baumeister & Frazier, LLP January 2010 - November 2012
R. Barry Johnson & Co, P.C. August 2006 - December 2009
Ray Anderson, CPA February 2005 - July 2006
Skills
Auditing, Financial Accounting, Strategic Planning, Accounting, CPA, Regulatory Audits, Single Audit, Yellow Book, Technical Accounting..., Audits of Employee..., Accounting Applications, GAAP, Construction Accounting, Not for Profit, Accounting for Small..., Financial Analysis, Forensic Accounting, FAR compliance, Financial Reporting, Income Tax, Internal Controls, Tax, Tax Preparation, QuickBooks
Education
The University of Texas at Arlington 2008 — 2009
Master of Science, Accounting
University of Texas at Arlington 2006 — 2007
Bachelor of Business Administration, Cum Laude, Accounting
Calvary Christian Academy
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP July 2015 - August 2015
Sanford, Baumeister & Frazier, LLP December 2013 - July 2015
Sanford, Baumeister & Frazier, LLP December 2012 - December 2013
Sanford, Baumeister & Frazier, LLP January 2010 - November 2012
R. Barry Johnson & Co, P.C. August 2006 - December 2009
Ray Anderson, CPA February 2005 - July 2006
Skills
Auditing, Financial Accounting, Strategic Planning, Accounting, CPA, Regulatory Audits, Single Audit, Yellow Book, Technical Accounting..., Audits of Employee..., Accounting Applications, GAAP, Construction Accounting, Not for Profit, Accounting for Small..., Financial Analysis, Forensic Accounting, FAR compliance, Financial Reporting, Income Tax, Internal Controls, Tax, Tax Preparation, QuickBooks
Education
The University of Texas at Arlington 2008 — 2009
Master of Science, Accounting
University of Texas at Arlington 2006 — 2007
Bachelor of Business Administration, Cum Laude, Accounting
Calvary Christian Academy
Sandra Hinckley Sandra Hinckley's Sanford, Baumeister & Frazier, LLP Experience December 2013 - August 2015
Job Tax Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2013 - August 2015
Pregnancy Help 4 U October 2011 - February 2012
Skills
Journal Entries, QuickBooks, Financial Statements, Accounting, Microsoft Excel, Tax Preparation, GAAP, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, General Ledger, Financial Accounting, Financial Analysis, Tax
Education
Mountain View College 2014 — 2015
Certificate, CPA Program
The University of Texas at Arlington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
The University of Texas at Arlington
Summer International Tax Graduate Class
Dallas County Community College 2009 — 2010
Certificate, Accounting Clerk
Dallas County Community College 2006 — 2007
Associate's degree, General Science
CliftonLarsonAllen LLP September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2013 - August 2015
Pregnancy Help 4 U October 2011 - February 2012
Skills
Journal Entries, QuickBooks, Financial Statements, Accounting, Microsoft Excel, Tax Preparation, GAAP, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, General Ledger, Financial Accounting, Financial Analysis, Tax
Education
Mountain View College 2014 — 2015
Certificate, CPA Program
The University of Texas at Arlington 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude
The University of Texas at Arlington
Summer International Tax Graduate Class
Dallas County Community College 2009 — 2010
Certificate, Accounting Clerk
Dallas County Community College 2006 — 2007
Associate's degree, General Science
Kim Danek, CPA Kim Danek, CPA's Sanford, Baumeister & Frazier, LLP Experience January 2015 - September 2015
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2015 - September 2015
Sanford, Baumeister & Frazier, LLP July 2012 - January 2015
Sanford, Baumeister & Frazier, LLP January 2009 - July 2012
Sanford, Baumeister & Frazier, LLP January 2007 - December 2009
Skills
Oil & Gas Industry, QuickBooks, Organization, Training, Personal Income Tax..., Microsoft Excel, PowerPoint, Portal Technologies, Staff Development, Time Management, Partnership Taxation, Payroll Taxes, Procedure Development, Tax Accounting, Tax Returns, Tax Preparation, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Texas Wesleyan University 2005 — 2007
N/A, Accounting
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2015 - September 2015
Sanford, Baumeister & Frazier, LLP July 2012 - January 2015
Sanford, Baumeister & Frazier, LLP January 2009 - July 2012
Sanford, Baumeister & Frazier, LLP January 2007 - December 2009
Skills
Oil & Gas Industry, QuickBooks, Organization, Training, Personal Income Tax..., Microsoft Excel, PowerPoint, Portal Technologies, Staff Development, Time Management, Partnership Taxation, Payroll Taxes, Procedure Development, Tax Accounting, Tax Returns, Tax Preparation, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Texas Wesleyan University 2005 — 2007
N/A, Accounting
Sarah Holtermann Sarah Holtermann's Sanford, Baumeister & Frazier, LLP Experience July 2015 - August 2015
Job Senior at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP July 2015 - August 2015
Sanford, Baumeister & Frazier, LLP January 2015 - June 2015
Johnson, Miller & Co., CPA's June 2013 - December 2014
Elder Accountancy February 2012 - August 2012
5th Avenue Real Estate Services November 2010 - February 2011
Jo-Ann Stores, Inc. November 2006 - March 2008
Skills
Accounting, QuickBooks, Tax, Auditing, CPA, Bookkeeping, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Tax Returns, Microsoft Word, Small Business, Lacerte, Microsoft Office
Education
California State University-Sacramento 2010 — 2013
Bachelor of Science (B.S.), Accounting
California State University-Sacramento 2010 — 2012
Bachelor of Science (B.S.), Business Administration with Accounting Concentration, 3.24
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP July 2015 - August 2015
Sanford, Baumeister & Frazier, LLP January 2015 - June 2015
Johnson, Miller & Co., CPA's June 2013 - December 2014
Elder Accountancy February 2012 - August 2012
5th Avenue Real Estate Services November 2010 - February 2011
Jo-Ann Stores, Inc. November 2006 - March 2008
Skills
Accounting, QuickBooks, Tax, Auditing, CPA, Bookkeeping, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Tax Returns, Microsoft Word, Small Business, Lacerte, Microsoft Office
Education
California State University-Sacramento 2010 — 2013
Bachelor of Science (B.S.), Accounting
California State University-Sacramento 2010 — 2012
Bachelor of Science (B.S.), Business Administration with Accounting Concentration, 3.24
Candace Blair, CPA Candace Blair, CPA's Sanford, Baumeister & Frazier, LLP Experience January 2014 - December 2014
Job Tax Principal at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2014 - December 2014
Sanford, Baumeister & Frazier, LLP July 2012 - December 2013
Sanford, Baumeister & Frazier, LLP August 2010 - July 2012
Hartman Leito & Bolt LLP June 2008 - August 2010
Sproles Woodard LLP August 2004 - May 2008
Skills
Tax, Income Tax, Tax Compliance, Quickbooks, Accounting, QuickBooks, Tax Accounting, Tax Preparation, CPA, Financial Accounting, Tax Research, GAAP, Partnership Taxation
Education
The University of Texas at Arlington 1999 — 2005
MS, Taxation
The University of Texas at Arlington 1999 — 2005
Bachelors of Science, Accounting
CliftonLarsonAllen January 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2014 - December 2014
Sanford, Baumeister & Frazier, LLP July 2012 - December 2013
Sanford, Baumeister & Frazier, LLP August 2010 - July 2012
Hartman Leito & Bolt LLP June 2008 - August 2010
Sproles Woodard LLP August 2004 - May 2008
Skills
Tax, Income Tax, Tax Compliance, Quickbooks, Accounting, QuickBooks, Tax Accounting, Tax Preparation, CPA, Financial Accounting, Tax Research, GAAP, Partnership Taxation
Education
The University of Texas at Arlington 1999 — 2005
MS, Taxation
The University of Texas at Arlington 1999 — 2005
Bachelors of Science, Accounting
Brian Jenke Brian Jenke's Sanford, Baumeister & Frazier, LLP Experience May 1989 - August 2015
Job Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP May 1989 - August 2015
Condley and Company, L.L.P. June 1984 - May 1989
Skills
Quickbooks, Accounting, Auditing, GAAP, QuickBooks, CPA, Tax Preparation, Strategic Planning, Forecasting, Financial Statements, Partnership Taxation, SEC filings, Internal Controls, Income Tax, Financial Reporting, SEC Filings
Education
Baylor University - Hankamer School of Business 1980 — 1984
BBA, Accounting
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP May 1989 - August 2015
Condley and Company, L.L.P. June 1984 - May 1989
Skills
Quickbooks, Accounting, Auditing, GAAP, QuickBooks, CPA, Tax Preparation, Strategic Planning, Forecasting, Financial Statements, Partnership Taxation, SEC filings, Internal Controls, Income Tax, Financial Reporting, SEC Filings
Education
Baylor University - Hankamer School of Business 1980 — 1984
BBA, Accounting
David Howard, CPA's Sanford, Baumeister & Frazier, LLP Experience July 2013 - September 2014
Job Tax Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors September 2014 - December 2014
Sanford, Baumeister & Frazier, LLP July 2013 - September 2014
Hanner & Associates, P.C. October 2006 - June 2013
Skills
Tax, CPA, Tax Preparation, Tax Returns, Tax Research, Income Tax, QuickBooks, Sales Tax, Corporate Tax, Partnership Taxation, GAAP, IRS, S Corporations, Tax Accounting, Account Reconciliation, Accounting, Financial Analysis, General Ledger, Financial Reporting
Education
The University of Texas at Arlington 2003 — 2007
Master of Science (M.S.), Accounting
Oklahoma State University 1995 — 2000
Bachelor of Science (B.S.), Chemical Engineering
BDO USA, LLP December 2014 - Present
UHY Advisors September 2014 - December 2014
Sanford, Baumeister & Frazier, LLP July 2013 - September 2014
Hanner & Associates, P.C. October 2006 - June 2013
Skills
Tax, CPA, Tax Preparation, Tax Returns, Tax Research, Income Tax, QuickBooks, Sales Tax, Corporate Tax, Partnership Taxation, GAAP, IRS, S Corporations, Tax Accounting, Account Reconciliation, Accounting, Financial Analysis, General Ledger, Financial Reporting
Education
The University of Texas at Arlington 2003 — 2007
Master of Science (M.S.), Accounting
Oklahoma State University 1995 — 2000
Bachelor of Science (B.S.), Chemical Engineering
Karen Abernathy Karen Abernathy's Sanford, Baumeister & Frazier, LLP Experience December 2007 - August 2015
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2007 - August 2015
Altaras and Thompson 1997 - 2007
Skills
Auditing, CPA, Accounting, QuickBooks, Financial Analysis, GAAP
Education
Texas A&M University-Commerce 1979 — 1983
BBA, Accounting
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2007 - August 2015
Altaras and Thompson 1997 - 2007
Skills
Auditing, CPA, Accounting, QuickBooks, Financial Analysis, GAAP
Education
Texas A&M University-Commerce 1979 — 1983
BBA, Accounting
Alexander Imhoff Alexander Imhoff's Sanford, Baumeister & Frazier, LLP Experience January 2012 - March 2014
Job Business Partner Income Accountant I at Southwest Airlines
Industry Accounting
Experience
Southwest Airlines March 2014 - Present
Sanford, Baumeister & Frazier, LLP January 2012 - March 2014
Sanford, Baumeister & Frazier, LLP May 2011 - August 2011
Cevada Investments April 2009 - May 2011
Skills
Auditing, Internal Controls, Lacerte, Single Audit, QuickBooks, Caseware, Tax Preparation, Accounting, Leadership, Microsoft Excel, Member of AICPA
Education
The University of Texas at Arlington - College of Business Administration 2012 — 2015
Master of Science (MS), Accounting
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor's degree, Accounting
Southwest Airlines March 2014 - Present
Sanford, Baumeister & Frazier, LLP January 2012 - March 2014
Sanford, Baumeister & Frazier, LLP May 2011 - August 2011
Cevada Investments April 2009 - May 2011
Skills
Auditing, Internal Controls, Lacerte, Single Audit, QuickBooks, Caseware, Tax Preparation, Accounting, Leadership, Microsoft Excel, Member of AICPA
Education
The University of Texas at Arlington - College of Business Administration 2012 — 2015
Master of Science (MS), Accounting
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor's degree, Accounting
Paul Majors Paul Majors's Sanford, Baumeister & Frazier, LLP Experience January 2014 - September 2015
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2014 - September 2015
CliftonLarsonAllen January 2012 - January 2014
Middleton Burns & Davis, PC 2010 - January 2012
Grant Thornton 2007 - March 2010
Paul Majors CPA 1983 - 2007
Deloitte Haskins + Sells 1978 - 1980
Skills
CPA, Trusts, Tax Preparation, Tax Accounting, Accounting, Tax, Strategic Planning, Estate Planning, Income Tax, High Net Worth..., Retirement Planning, Retirement, Wealth, Corporate Tax, Estate Tax Planning, Tax Advisory, Partnership Taxation, Tax Returns, S Corporations, Tax Research, Tax Law, Trust, Sales Tax
Education
Baylor University 1974 — 1978
BBA, Accounting
Robt E Lee High School
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2014 - September 2015
CliftonLarsonAllen January 2012 - January 2014
Middleton Burns & Davis, PC 2010 - January 2012
Grant Thornton 2007 - March 2010
Paul Majors CPA 1983 - 2007
Deloitte Haskins + Sells 1978 - 1980
Skills
CPA, Trusts, Tax Preparation, Tax Accounting, Accounting, Tax, Strategic Planning, Estate Planning, Income Tax, High Net Worth..., Retirement Planning, Retirement, Wealth, Corporate Tax, Estate Tax Planning, Tax Advisory, Partnership Taxation, Tax Returns, S Corporations, Tax Research, Tax Law, Trust, Sales Tax
Education
Baylor University 1974 — 1978
BBA, Accounting
Robt E Lee High School
Delan Paulsen, CPA's Sanford, Baumeister & Frazier, LLP Experience December 2014 - August 2015
Job Senior Manager Audit at CLIFTON LARSON ALLEN
Industry Accounting
Experience
CLIFTON LARSON ALLEN September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2014 - August 2015
Weaver November 2004 - November 2014
Skills
Financial Analysis, Financial Reporting, GAAP, Internal Controls, CPA, Financial Accounting, Assurance, Accounting, External Audit, Management, US GAAP, Auditing
Education
University of Southern California 1995 — 1996
Master of Accounting, Accounting
CLIFTON LARSON ALLEN September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2014 - August 2015
Weaver November 2004 - November 2014
Skills
Financial Analysis, Financial Reporting, GAAP, Internal Controls, CPA, Financial Accounting, Assurance, Accounting, External Audit, Management, US GAAP, Auditing
Education
University of Southern California 1995 — 1996
Master of Accounting, Accounting
Jung Hee Zautke's Sanford, Baumeister & Frazier, LLP Experience January 2013 - October 2014
Job Tax Analyst at FTS International
Industry Higher Education
Experience
FTS International October 2014 - Present
Sanford, Baumeister & Frazier, LLP January 2013 - October 2014
XTO Energy January 2012 - December 2012
Education
The University of Texas at Arlington 2010 — 2012
Master of Science, Taxation
Dong Guk University
Bachelor of Arts, Korean Language and Literature
National Taiwan Normal University (CCLC)
Tarrant County Community College
FTS International October 2014 - Present
Sanford, Baumeister & Frazier, LLP January 2013 - October 2014
XTO Energy January 2012 - December 2012
Education
The University of Texas at Arlington 2010 — 2012
Master of Science, Taxation
Dong Guk University
Bachelor of Arts, Korean Language and Literature
National Taiwan Normal University (CCLC)
Tarrant County Community College
Kelly Whaley's Sanford, Baumeister & Frazier, LLP Experience September 2011 - December 2011
Job Broker
Industry Real Estate
Experience
Transwestern September 2013 - Present
The Woodmont Company September 2012 - July 2013
Sanford, Baumeister & Frazier, LLP September 2011 - December 2011
Coldwell Banker April 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Commercial Real Estate, CoStar, Prospect Research, Prospecting New Clients, Microsoft Office, Prezi, Access, Wordpress, Market Research, Cold Calling, Lease Negotiations
Education
Texas Christian University 2009 — 2013
Finance-Real Estate, Finance, General
Transwestern September 2013 - Present
The Woodmont Company September 2012 - July 2013
Sanford, Baumeister & Frazier, LLP September 2011 - December 2011
Coldwell Banker April 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Commercial Real Estate, CoStar, Prospect Research, Prospecting New Clients, Microsoft Office, Prezi, Access, Wordpress, Market Research, Cold Calling, Lease Negotiations
Education
Texas Christian University 2009 — 2013
Finance-Real Estate, Finance, General
Parris Aaron's Sanford, Baumeister & Frazier, LLP Experience April 2000 - August 2001
Job Owner at Aaron Parris CPA PLLC
Industry Accounting
Experience
Aaron Parris CPA PLLC December 2012 - Present
Chris A. Caldwell, CPA August 2004 - December 2012
Dan Smallwood, CPA August 2001 - June 2003
Sanford, Baumeister & Frazier, LLP April 2000 - August 2001
Lyle Linscott March 1998 - April 2000
Marilyn Krow May 1997 - March 1998
Skills
CPA, Accounting, Tax, Financial Reporting, Income Tax, Tax Preparation, Financial Accounting, Corporate Tax, Internal Controls, GAAP, Tax Returns, QuickBooks, General Ledger, US GAAP, Tax Accounting, Financial Analysis, Bookkeeping, IFRS, Account Reconciliation
Education
Oklahoma State University 1981 — 1985
Bachelor's degree, Accounting and Finance
Aaron Parris CPA PLLC December 2012 - Present
Chris A. Caldwell, CPA August 2004 - December 2012
Dan Smallwood, CPA August 2001 - June 2003
Sanford, Baumeister & Frazier, LLP April 2000 - August 2001
Lyle Linscott March 1998 - April 2000
Marilyn Krow May 1997 - March 1998
Skills
CPA, Accounting, Tax, Financial Reporting, Income Tax, Tax Preparation, Financial Accounting, Corporate Tax, Internal Controls, GAAP, Tax Returns, QuickBooks, General Ledger, US GAAP, Tax Accounting, Financial Analysis, Bookkeeping, IFRS, Account Reconciliation
Education
Oklahoma State University 1981 — 1985
Bachelor's degree, Accounting and Finance
Edward Goodreau, Jr.'s Sanford, Baumeister & Frazier, LLP Experience January 2010 - December 2011
Job Senior Tax Analyst I at HewlettPackard
Industry Accounting
Experience
Hewlett-Packard October 2014 - Present
Deloitte Tax, LLP January 2012 - October 2014
Sanford, Baumeister & Frazier, LLP January 2010 - December 2011
Dallas Stars April 2008 - December 2009
Education
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Accounting and Information Management
Rice University 2004 — 2008
Bachelor of Arts (B.A.), Sport Management
Hewlett-Packard October 2014 - Present
Deloitte Tax, LLP January 2012 - October 2014
Sanford, Baumeister & Frazier, LLP January 2010 - December 2011
Dallas Stars April 2008 - December 2009
Education
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Accounting and Information Management
Rice University 2004 — 2008
Bachelor of Arts (B.A.), Sport Management