Bartlett, Pringle & Wolf, LLP
Address: 1123 Chapala St, Santa Barbara, CA 93101 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (805) 963-7811: : Place name: Website: : Category: : : : Website: http://www.bpw.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. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for TuesdaysNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bartlett Pringle & Wolf LLP Posting publicly on the Web Write a review Reviews 1 Google review
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Bartlett, Pringle & Wolf, LLP Employees
MarkYard December 2011 - Present
Pensionmark Retirement Group August 2014 - Present
Bragg Live Foods Inc. September 2013 - December 2014
Cetera Advisor Networks LLC June 2012 - July 2014
Bartlett, Pringle & Wolf, LLP August 2011 - June 2012
PricewaterhouseCoopers July 2009 - July 2011
Matthews & Company September 2005 - June 2009
Montecito Bank & Trust 2004 - 2008
EXPRESS June 2003 - September 2004
Fine Art Conservation Laboratories September 2000 - May 2003
Skills
QuickBooks, Tax, Auditing, Accounting, Payroll, Financial Analysis, Tax Returns, Banking, Tax Preparation, Strategic Financial..., Financial Statements, Leadership, Management, New Venture Development, New Ventures, Income Tax, Retail Banking, Marketing, Social Networking, Wealth Management, Financial Planning, Finance, Microsoft Excel, Start-up Ventures, Corporate Tax, Income Statement, Balance Sheet, Financial Reporting, Financial Accounting, Sales, Social Media Marketing, Social Media, Social Commerce, Web Commerce, Consulting, Entrepreneurship, Project Management, Sales Management, Personal Financial..., Retirement Planning, Wealth Accumulation..., Wealth Accumulation, New Business Development, Financial Services, Provisioning, Office Management, Microsoft Office, Customer Service, PowerPoint
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2014
MBA, Management, Accounting, Finance, Marketing, Entrepreneurship
University of California, Santa Barbara 2007 — 2009
Business Economics, Emphasis in Accounting, Economics, Entrepreneurship, and Sports Management
Bartlett, Pringle & Wolf, LLP August 2012 - Present
Andrews Galloway & Associates, CPA's August 2008 - August 2012
Lapp, Fatch, Myers & Gallagher, CPA's 2003 - 2006
Skills
Auditing, CPA, QuickBooks, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Tax Returns, Income Tax, Real Estate, Charitable Trusts, Trusts, Estate Tax Planning, Tax Preparation, Corporate Tax, Gift Planning, Personal Trust..., Partnership Taxation, ProSystem fx Tax, US GAAP, Account Reconciliation, Tax Accounting
Education
California State University-Fullerton 1981 — 1983
B.A. Business Administration, Accounting
Golden Gate University
Bartlett, Pringle & Wolf, LLP 2015 - Present
AS Group USA Inc October 2013 - June 2014
Santa Monica College February 2013 - June 2013
Bishop Alemany High School September 2009 - June 2013
Knights of Columbus June 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Research, Editing, Financial Analysis, Accounting, Data Analysis, Tax Accounting, Analysis, Communication, Tax, Data Entry, Teaching, CCH Research, RIA Research
Education
University of Southern California 2014 — 2015
Master's Degree, Business Taxation
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), Global Studies, GPA 3.9
SB-CEO, CFO Outsource, LLC January 2010 - Present
Scott R. Bogart, Esq, CPA July 2007 - Present
DolphinSearch, Inc. January 2004 - July 2007
DataProse, Inc. January 1998 - January 2004
Bogart, Elliott & Grady, CPAs January 1982 - January 1997
Bartlett, Pringle & Wolf, LLP September 1975 - January 1982
Skills
Legal Compliance, Start-ups, Financial Reporting, Accounting, Business Planning, CPA, Management, Mergers & Acquisitions, Training, Due Diligence, Corporate Governance, Finance, Restructuring, Litigation Support, Litigation, Intellectual Property, Mediation, Managerial Finance, Strategic Planning, Negotiation, Banking, Venture Capital, Executive Management, Business, Auditing, Mergers, Tax, Projects
Education
Santa Barbara and Ventura Colleges of Law 2009 — 2012
Juris Doctor, Law, High honors, second in class
San Diego State University-California State University 1972 — 1975
Bachelor of Science, Accounting, cum laude
Bartlett, Pringle & Wolf, LLP August 2005 - Present
Skills
Corporate Tax, Tax, Income Tax, CPA, Tax Returns, GAAP, Tax Accounting, Accounting, Tax Research, S Corporations, Tax Preparation, Partnership Taxation, US GAAP, QuickBooks, Revenue Recognition, Financial Accounting, Multi-state tax returns, Financial Statements, ProSystem fx Tax, Financial Reporting, Consolidated Returns, FAS109, Mergers & Acquisitions, Business Sale
Education
Golden Gate University 2008 — 2011
Master of Science, Taxation, with Honors
University of California, Santa Barbara 2003 — 2005
Bachelor of Arts, Business Economics, Emphasis in Accounting
Bartlett, Pringle & Wolf, LLP September 2012 - Present
BSI Energy Partners, LLC November 2008 - October 2012
Lake Casitas Municipal Water District May 2011 - September 2011
Skills
Accounting, Accounts Payable, Auditing, Bank Reconciliation, Caseview, Financial Accounting, Tax Preparation, QuickBooks, S Corporations, CPA
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (BA), Business Economics with an Emphasis in Accounting
Burr Pilger Mayer October 2012 - Present
Bartlett, Pringle & Wolf, LLP September 2011 - September 2012
Hutchinson and Bloodgood LLP October 2008 - September 2011
Skills
CPA
Education
University of California, Santa Barbara 2004 — 2008
Bachelor's degree, Economics/Accounting
Westmont College 2009 - Present
Dept. of Economics, U.C. Santa Barbara 1988 - Present
Bartlett, Pringle & Wolf, LLP August 1986 - August 1989
Arthur Andersen & Co. December 1982 - August 1986
Skills
Accounting, Microsoft Excel, Research, Financial Accounting, PowerPoint, Economics, Leadership, Auditing, Nonprofits, Data Analysis, Financial Analysis, Teaching
Education
University of California, Santa Barbara 1980 — 1982
Business Economics, Accounting
BDO USA, LLP October 2014 - Present
Bartlett, Pringle & Wolf, LLP June 2014 - October 2014
Bartlett, Pringle & Wolf, LLP January 2014 - April 2014
Cetera Financial Group July 2012 - January 2014
Southern California Tennis Association June 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Data Analysis, Accounting, Event Planning
Education
University of California, Los Angeles 2009 — 2013
Bachelor's Degree, Political Science/Accounting
Jackie Mauro Tax & Accounting 2000 - Present
Bartlett, Pringle & Wolf, LLP 1987 - 1992
Skills
Accounting, Lacert Tax Software, Quickbooks Accounting..., Microsoft Excel, Microsoft Word, UltraTax, Bookkeeping, Tax Preparation, Corporate Tax, Financial Statements, GAAP, Tax, Account Reconciliation, Financial Reporting, Financial Accounting, Drake Tax Software, Income Tax
Education
University of California, Santa Barbara 1981 — 1983
Bachelor's Degree, Accounting/Economics
Passed All Parts of CPA Exam First Sitting
Gatto, Pope & Walwick, LLP August 2013 - Present
Bartlett, Pringle & Wolf, LLP January 2011 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Tax, Customer Service, Teamwork, Profx, CCH Intelliconnect, Tax Research, Outlook, Revenue Recognition, 1120S, Recruiting, C-Corp, Multi-state tax returns, Partnership Tax Returns, Tax Accounting, Individual Returns, Corporate Tax, CPA, Partnership Taxation, General Ledger, Pass-through Entities, Tax Returns, Sarbanes-Oxley Act, Strategic Planning, Analysis, Franchise Tax, CCH Research, US GAAP, ProSystem fx Tax, Lacerte, S Corporations
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Business, Economics and Accounting
Bartlett, Pringle & Wolf, LLP January 2011 - Present
Ojai Valley Inn & Spa November 2005 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Spanish-speaking, Income Tax, Corporate Tax, Tax, Individual Returns, Teamwork, Microsoft Office, ProSystem fx Tax, Checkpoint, Tax Research, CCH Intelliconnect, QuickBooks, 1120S, S Corporations, Multi-state tax returns, Tax Accounting, CPA, Tax Preparation, Tax Returns, Accounting, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (BA), Economics & Accounting
Deckers Brands November 2009 - Present
Crippa Accounting 2005 - 2009
Deckers Outdoor Corporation 1995 - 2005
Bartlett, Pringle & Wolf, LLP 1988 - 1995
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Accounting, Forecasting, Oracle E-Business Suite, Microsoft Office, Hyperion Enterprise, QuickBooks, Internal Controls, Budgets, Financial Statements, Auditing
Education
University of California, Santa Barbara 1990 — 1993
Bachelor of Science (B.S.), Economics
Lodgen, Lacher, Golditch, Sardi, Saunders & Howard LLP May 2013 - Present
Wishnow, Ross, Warsavsky & Company November 2011 - April 2013
Bartlett, Pringle & Wolf, LLP January 2008 - July 2011
Donald McLean & Company, CPAs October 2006 - January 2008
Skills
Income Tax, Corporate Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Tax, Tax Returns, S Corporations, QuickBooks, ProSystem fx Tax
Education
University of California, Santa Barbara
Business Economics with an Emphasis in Accounting
Moss Adams LLP August 2012 - Present
Bartlett, Pringle & Wolf, LLP September 2009 - July 2012
Education
Golden Gate University
Master of Science in Taxation
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts in Business Economics with an Emphasis in Accounting
Bartlett, Pringle & Wolf, LLP January 2014 - Present
Gainey Vineyard April 2013 - January 2014
Bleau Fox a P.L.C. April 2008 - January 2013
Herb Tannen & Associates 1984 - 2000
Skills
Management, Accounts..., Microsoft Excel, QuickBooks, General Ledger, Budget Forecasts, Bookkeeping, Accounts Payable, Account Reconciliation, Accounts Receivable, Real Estate, Escrow, Corporations, Lease Documentation, Tax, Spreadsheets, Accounting, Financial Reporting, Tax Preparation, Financial Accounting, Invoicing
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Science (BS), Aquatic Biology/Limnology
Los Angeles Pierce College 1998 — 2002
High School Diploma, Marine Biology and Biological Oceanography
MD Credit May 2015 - Present
Playboy Plus Entertainment May 2014 - May 2015
OneLegacy February 2014 - April 2014
SingerLewak LLP April 2013 - November 2013
Green Hasson Janks August 2011 - December 2012
Bartlett, Pringle & Wolf, LLP November 2006 - July 2011
AGIA May 2006 - November 2006
Skills
CPA, Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, US GAAP, General Ledger, Tax Returns, Financial Statements, Journal Entries, Assurance, Accounts Payable, Financial Accounting, Accounts Receivable, Financial Analysis, Valuation, Sarbanes-Oxley Act, External Audit, Prosystem fx Engagement, Accounting Research..., IFRS, Corporate Tax, Tax (Not-For-Profit..., Investment Analysis
Education
UC Santa Barbara 2002 — 2005
Bachelor of Arts, Business Economics emphasis in Accounting and Spanish Language
Allan Hancock College 2000 — 2002
A.A, Liberal Arts with Honors
DenMat Holdings, LLC December 2013 - Present
Bartlett, Pringle & Wolf, LLP February 2012 - December 2012
Deckers Outdoor Corporation June 2010 - January 2011
Weyrick Lumber Inc. June 2004 - September 2009
Millgar Electric Inc 2001 - 2004
Skills
Forecasting, SAP, Customer Service, Outlook, Budgets, Microsoft Excel, QuickBooks, Customer Experience, PowerPoint, Team Building, Management, Microsoft Office, Process Improvement, Accounts Receivable, A/R collections, Job Costing, Aging Reports, Credit Management, Reconciling Reports, 10 Key, Typing, Facsimile, Bookkeeping, Financial Reporting, Account Reconciliation
Education
Cuesta College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Atascadero High School 1992 — 1995
High School Diploma, General Education
Chartboost October 2013 - Present
Jones Lang LaSalle May 2013 - October 2013
Jones Lang LaSalle January 2012 - May 2013
Jones Lang LaSalle August 2011 - January 2012
Bartlett, Pringle & Wolf, LLP January 2007 - April 2010
UCSB Instructional Computing February 2006 - January 2007
Lodi Academy January 2000 - May 2002
Skills
Accounts Payable, Accounts Receivable, Revenue Recognition, Financial Statements, Variance Analysis, Microsoft Excel, CPA, Budgets, Tax Preparation, Journal Entries, GAAP, Financial Reporting, MS Excel Pivot Tables, Invoicing, SQL, Java, Semicolons, PeopleSoft Financial, Hyperion Planning, VBA, NetSuite, NetSuite SuiteScript
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree, Psychology/Business Economincs with Accounting Emphasis
Marborg Industries, Inc March 2014 - Present
Bartlett, Pringle & Wolf, LLP October 2009 - November 2013
Education
University of California, Santa Barbara 2007 — 2009
Business Economics, Emphasis in Accounting
Bartlett, Pringle & Wolf, LLP July 2015 - Present
Select Staffing September 2014 - June 2015
Pensionmark Retirement Group July 2013 - August 2014
UCSB Intercollegiate Athletics July 2010 - December 2013
Investment Advisory Committee May 2012 - June 2013
College Works Painting February 2011 - May 2011
Skills
Time Management, Bank Reconciliation, General Ledger, Balance Sheet Review, Customer Service, Inventory Management, Public Speaking, Sales, Cashiering, Management, POS, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Portfolio Management, Retirement Plan..., Investment Strategies, Microsoft Office, Research, Internal Audit, Auditing, Social Networking, Teamwork
Education
UCSB 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Pioneer Valley High School 2006 — 2010
Pacific Capital Resources, LLC January 2007 - Present
Bartlett, Pringle & Wolf, LLP 2004 - Present
TEDxAmericanRiviera August 2010 - November 2012
Bank of Santa Barbara 2005 - 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., QuickBooks, General Ledger, Financial Accounting, Revenue Recognition, Internal Controls, Cash Flow, Consolidated Financial..., CPA, Tax Accounting, Finance
Education
University of California, Santa Barbara 2000 — 2004
BA Business Economics, Emphasis in Accounting
Maastricht School of Management 2003 — 2003
International Business
Tehachapi High School 1996 — 2000
Pisenti & Brinker LLP January 2009 - Present
Bartlett, Pringle & Wolf, LLP 1999 - 2008
Skills
GAAP, Partnership Taxation, Corporate Tax, External Audit, US GAAP, Tax Returns, Internal Controls, Tax Preparation, Financial Accounting, Assurance, Cash Flow, Tax, Income Tax, Accounting, Auditing, Financial Reporting, CPA, Tax Accounting, Revenue Recognition, Nonprofits, Financial Statements, Business Planning, Financial Audits
Education
UC Santa Barbara 1997 — 1999
BA, Business Economics w/ Emphasis in Accounting
aScentia Bodywork for the Soul 2013 - Present
Damitz Brooks Nightingale Turner and Morrisset February 2010 - December 2012
Bartlett, Pringle & Wolf, LLP November 2002 - May 2005
Anthony Robbins Companies January 2001 - December 2003
KPMG US August 1993 - September 2001
Service Merchandise May 1990 - August 1993
Skills
Certified Public..., Certified Internal..., Internal Audit, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Statements, External Audit, Assurance, Finance, GAAP, SEC filings, US GAAP, CPA, Revenue Recognition, Medical Qigong, Holistic Massage, Aromatherapy, Energy Healing
Education
International College of Medical Qigong 2015 — 2018
Candidate for Master of Medical Qigong, Medical Qigong
Aromahead Institute 2014 — 2015
Certified Aromatherapist, Aromatherapy
Santa Barbara Body Therapy Institite 2004 — 2014
Holistic Healthcare Practitioner, Medical Qigong, Massage-Swedish, Deep Tissue, Lymphatic, Lomilomi, Hot Stones, Aromatherapy
Emerald Temple 2012 — 2012
Scent Priestess, Aromatherapy and Anointing with Essential Oils
Tennessee Technological University 1990 — 1991
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.75 (4.0 scale)
Tennessee Technological University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting, 3.68 (4.0 Scale)
Cookeville High School 1979 — 1983
Cookeville High School
Cookeville High School
AppFolio Inc. January 2015 - Present
AppFolio Inc. July 2014 - Present
Superior Fitness Center January 2010 - Present
Bartlett, Pringle & Wolf, LLP January 2014 - April 2014
Aikido Kenkyukai Santa Barbara September 2012 - January 2013
Santa Barbara Fishouse August 2006 - January 2011
Cottage Health System January 2009 - June 2009
Hayashida Physical Therapy March 2008 - July 2008
Active Physical Therapy February 2007 - May 2007
Skills
Intacct, QuickBooks, Creative Solutions, Highly detail oriented, Work Well Independently, Multi Tasking, Tax, Time Management, Accounting, Event Planning, Financial Statement..., Analytical Reasoning, Close Attention to..., Organized with Strong..., Bookkeeping, Nonprofits, Team Building, Facebook, Flux Analysis, Accounts Payable, Creative Problem Solver, Quick learner, Hard Worker, Strong Verbal and..., Very Good at Multi..., Enthusiastic Team Player, Proficient in Microsoft..., Focused Worker, Committed to meeting..., Nexonia, Microsoft Excel, Microsoft Office
Education
UCSB Extension 2012 — 2014
Professional Accounting Certificate, Accounting
UCSB 2006 — 2011
Bachelor of Arts (BA), Biology, General
UCLA Extension
Accounting and Finance
Walpole & Co. LLP July 2009 - Present
Walpole & Co., LLP July 2003 - Present
Bartlett, Pringle & Wolf, LLP July 1987 - July 2003
Skills
CPA, Accounting, Income Tax, Financial Accounting, Financial Planners, Partnership Taxation, Estate Planning, QuickBooks, Tax, Tax Preparation, Estate Tax Planning, Financial Reporting, Tax Returns, Tax Law, Tax Accounting
Education
California State University-Hayward - School of Business and Economics
Accounting Certificate, Accounting
Oberlin Conservatory of Music, Oberlin, Ohio B.M.
Bachelor of Music, Music
San Francisco Conservatory of Music
Masters of Music, Music (Harpsichord Performance)
Bartlett, Pringle & Wolf, LLP 2010 - Present
Bartlett, Pringle & Wolf, LLP 2008 - 2010
Hotel Mar Monte 2006 - 2008
Visit Santa Barbara 2005 - 2006
Skills
Email Marketing, Marketing, Marketing Strategy, Social Media Marketing, Advertising, Marketing Communications, Graphic Design, Public Relations, Social Media, Copywriting, Microsoft Office, Online Marketing, Direct Marketing, Press Releases, SEO, Lead Generation, Media Relations, Newsletters, Small Business, Start-ups, Brand Development, Event Management, Budgets, Online Advertising, Social Networking, Strategic Planning, Facebook, Event Planning, Nonprofits, SEM, Marketing Management, Digital Media, Direct Mail, Digital Marketing, Strategic Communications, Integrated Marketing, Blogging, Google Analytics, Trade Shows, B2B Marketing, Digital Strategy, Sponsorship, New Business Development, Business Strategy, Market Research, Web Analytics, Web Marketing, Corporate Communications, PPC, Mobile Marketing
Education
Fielding Graduate University
Media Psychology
University of California, Santa Barbara
Graphic Design and Visual Communication
University of Delaware
English/Journalism
Oracle July 2015 - Present
Maxim Integrated June 2014 - July 2015
Longfellow Investment Management Co. May 2013 - May 2014
Bartlett, Pringle & Wolf, LLP November 2009 - July 2012
Select Staffing June 2008 - November 2009
Skills
CPA, US GAAP, Internal Controls, Tax, Corporate Tax, Accounting, Tax Accounting, Strategic Financial..., Microsoft Excel, Accounts Payable, Payroll, Financial Modeling, Income Tax, Sarbanes-Oxley Act, External Audit, Cash Flow, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
University of California, Santa Barbara
Bachelors, Business Economics, Accounting
Vector Business Solutions August 2014 - Present
Axia Payments payments technology & commerce solutions May 2007 - Present
Bartlett, Pringle & Wolf, LLP September 2014 - September 2015
Armendariz Partners June 2012 - December 2014
Hub International December 2009 - July 2012
South Coast Business Forum 2010 - 2011
Foothill School PTA July 2006 - July 2009
JRN Benefits June 2001 - February 2005
Kinko's Corporate Headquarters 1994 - 1998
Skills
Training, Competitive Analysis, Retirement, Employee Benefits, Human Resources, Account Management, Investments, Insurance, Sales, Financial Analysis, Strategic Planning, Finance, Budgets, Retirement Planning, Contract Negotiation, Vendor Management, Team Building, Leadership, Customer Service, Financial Services, Merchant Services, Program Management, Risk Management, Marketing, Business Development, CRM, Executive Management, Small Business, Management, Time Management, Salesforce.com, New Business Development, Nonprofits, Strategy, Sales Management
Education
California State University-Northridge 1995 — 1998
Business Management, Business Administration and Management, General
California State University-Northridge
BS in Business Administration
Bartlett, Pringle & Wolf, LLP July 2007 - Present
Bartlett, Pringle & Wolf, LLP January 2001 - June 2007
Bartlett, Pringle & Wolf, LLP September 1997 - December 2000
Financial Systems Consulting, LLC August 1996 - August 1997
Mokros & Hadley, CPAs July 1994 - August 1996
KPMG September 1991 - June 1994
Skills
CFOs, ERP Implementations, Business Intelligence, Business Strategy, IT Business Strategy, Microsoft Dynamics, Credit Unions, Financial Accounting, Great Plains Software, CPA, Accounting, Tax Preparation, Auditing, Tax, GAAP, Community Outreach, Volunteering, Corporate Tax, Partnership Taxation, Preparation, Strategic Financial..., QuickBooks, Financial Analysis, US GAAP, Tax Research, Forensic Accounting, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Income Tax, Revenue Recognition, Small Business, Professional Services, Payroll, ERP, Tax Accounting, Internal Controls, Tax Returns, Financial Statements, SEC filings, Bookkeeping, Strategic Planning, LLC, Internal Audit, Consolidation, Accounts Payable, Estate Planning, Cash Flow, Management, External Audit
Education
University of California, Santa Barbara 1987 — 1991
BA
Santa Ynez Valley Union High School 1985 — 1986
Warren High School 1983 — 1985
Palius OKelley CPA's and Consultants October 2014 - Present
Walpole & Co., LLP August 2011 - October 2014
Bartlett, Pringle & Wolf, LLP December 2001 - July 2011
Skills
CPA, Tax, Tax Preparation, Corporate Tax, QuickBooks, Partnership Taxation, Financial Accounting, GAAP, Auditing, Financial Reporting, Income Tax, Accounting, Internal Controls, Tax Research, Tax Accounting
Education
Emporia State University 1991 — 1994
Bachelor of Science (BS), Accounting
Bartlett, Pringle & Wolf, LLP January 2015 - April 2015
UCSB Business and Financial Services June 2014 - October 2014
Skills
Microsoft Excel, Microsoft Office, Social Networking, Financial Analysis, Customer Service, Research, Leadership, Time Management, Management, Communication, Tax Preparation, Income Tax, PowerPoint, Microsoft Word, Teamwork
Education
University of California, Santa Barbara 2013 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
OMD USA September 2014 - Present
DigitasLBi March 2012 - September 2014
Energy BBDO November 2011 - January 2012
Bartlett, Pringle, & Wolf LLP June 2009 - August 2011
Hennes & Mauritz, LP October 2008 - June 2009
Americas Media Group / NewCondosOnline.com February 2008 - August 2008
University of San Diego April 2007 - May 2008
Michael Stars June 2006 - January 2008
University of San Diego February 2005 - May 2006
Bartlett, Pringle & Wolf, LLP June 2004 - August 2005
Skills
Marketing Communications, Advertising, Newsletters, Event Planning, Budgets, Retail, Customer Service, Auditing, Tax Preparation, Project Management, MS Project, Copywriting, Scopes Of Work, Rich Media Banners, Digital Marketing, Email Marketing, Telecommunications..., Banner Ads, Mobile Advertising, Estimates, ProSystem fx Tax, Technical Writing, Integrated Marketing, Social Media, Online Advertising, Social Media Marketing, Management, Digital Strategy, Marketing
Education
University of San Diego 2004 — 2008
BBA, Cum Laude, Business Administration, Spanish
Fundación José Ortega y Gasset 2006 — 2006
Business, Spanish
Santa Barbara High School 2000 — 2004
Thomson Reuters December 2013 - Present
Holthouse Carlin & Van Trigt LLP July 2011 - September 2013
Deloitte Tax, LLP November 2009 - July 2011
Deloitte Tax, LLP January 2009 - April 2009
Bartlett, Pringle & Wolf, LLP June 2007 - August 2007
Skills
Tax, GAAP, Internal Controls, Accounting, Auditing, Strategic Planning, SEC filings, Financial Statements, Financial Reporting, Tax Preparation, International Tax, Management, Partnership Taxation
Education
UC Santa Barbara
Bachelor's degree, Economics emphasis in Accounting
Bartlett, Pringle & Wolf, LLP June 1977 - Present
Skills
Tax Preparation, Tax Returns, Tax, Income Tax, Financial Planners, Corporate Tax, Partnership Taxation, CPA, Financial Accounting, Accounting, Tax Research, Auditing, GAAP, US GAAP, Tax Accounting, External Audit, Preparation, S Corporations, Internal Controls, Financial Reporting, Revenue Recognition, Forensic Accounting, General Ledger, Sarbanes-Oxley Act, Strategic Financial..., Bookkeeping, QuickBooks
Education
University of California, Santa Barbara 1976 — 1977
BA, Business Economics with an emphasis in Accounting
Broad St Smiles by Dr. Craig Fitch December 2012 - Present
Bartlett, Pringle & Wolf, LLP August 2009 - Present
OUM June 2007 - May 2009
Callaway Golf October 1996 - September 2006
Public Accounting 1984 - 1995
Education
San Diego State University-California State University
MS, Accountancy - Tax Emphasis
University of California at Santa Barbara
Bartlett, Pringle & Wolf, LLP February 2004 - Present
KPMG, LLP October 2002 - February 2004
UC Santa Barbara June 1999 - June 2001
Arthur Andersen, LLC January 2001 - April 2001
Arthur Andersen, LLP June 2000 - September 2000
Skills
Auditing, Accounting, GAAP, Revenue Recognition, US GAAP, Financial Accounting, Internal Controls, Financial Reporting, CPA, General Ledger, External Audit, Cash Flow, Tax Accounting, Bookkeeping, IDEA Data Mining..., Teaching, Nonprofits, Financial Analysis
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
Bartlett, Pringle & Wolf, LLP January 2004 - Present
Peat Marwick KPMG January 1984 - December 1986
Education
Georgia State University 1975 — 1977
BBA, Accounting
Bartlett, Pringle & Wolf, LLP February 2003 - Present
Berti, Spechler, Sarmiento, McKay & Co 1996 - 2002
Four Seasons Hotels and Resorts 1991 - 1996
Skills
Tax, Tax Preparation, Small Business, Tax Returns, Financial Analysis, Real Estate, Income Tax, Corporate Tax, QuickBooks, Auditing, Accounting, Financial Accounting, Financial Reporting, Partnership Taxation, GAAP, CPA, Bookkeeping, Strategic Financial..., Start-ups, Due Diligence, LLC, Mergers & Acquisitions, Nonprofits, Payroll, Revenue Recognition, Internal Controls, Tax Research, Tax Accounting, S Corporations, US GAAP, General Ledger, Cash Flow, Preparation, Sales Tax, Accountants, Estate Planning, Financial Statements, Financial Planners, External Audit, Estate Tax Planning, Balance, Payroll Taxes, Accounts Payable, ProSystem fx Tax, Internal Audit, Expenses, Tax Law, Financial Planning
Education
University of California, Santa Barbara 1987 — 1991
Business Economics; Germanic Languages & Literatures
Alphatec Spine March 2011 - Present
Phoenix Footwear Group June 2008 - March 2011
TaylorMade adidas Golf Company January 2000 - June 2008
Bartlett, Pringle & Wolf, LLP 1993 - 2000
Skills
SEC filings, Finance, Financial Reporting, Forecasting, Leadership, Mergers, Mergers & Acquisitions, Accounting, Strategic Planning, Financial Analysis, Management, Process Improvement, Sarbanes-Oxley Act, Financial Modeling, Cross-functional Team..., ERP, Strategy, Internal Controls
Education
University of California, Santa Barbara 1991 — 1995
Bartlett, Pringle & Wolf, LLP January 2014 - Present
Burr Pilger Mayer September 2011 - August 2013
Damitz Brooks Nightingale Turner and Morrisset January 2002 - July 2010
Skills
Tax, International Tax, Accounting, Corporate Tax, Tax Compliance, Tax Research, Income Tax, Tax Accounting, Partnership Taxation
Education
Golden Gate University 2010 — 2011
Master of Science, Taxation
California Polytechnic State University-San Luis Obispo 1998 — 2000
Bachelor of Science, Business Administration (Accounting), Economics
CSU Chico 1996 — 1998
Bartlett, Pringle & Wolf, LLP July 2006 - Present
Skills
GAAP, Financial Accounting, CPA, Internal Controls, US GAAP, Financial Reporting, Auditing, Accounting, Revenue Recognition, External Audit, Tax Returns, General Ledger, Tax Accounting, Sarbanes-Oxley Act, Partnership Taxation
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Carpinteria Capital Advisory Services LLC October 2006 - Present
NuSil Technology LLC November 2003 - October 2006
Bartlett, Pringle & Wolf, LLP July 2001 - November 2003
Skills
Tax Preparation, Tax, Start-ups, Small Business, Corporate Tax, Financial Planning, General Ledger
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts (B.A.), Business Economics with an Emphasis in Accounting
ClearView Industries, Inc. January 2007 - Present
Jennifer Hulme, CPA November 2006 - Present
UC Santa Barbara 2014 - 2014
Bartlett, Pringle & Wolf, LLP June 2005 - July 2010
Skills
CPA, Corporate Tax, Tax, Financial Accounting, Cash Flow, Tax Preparation, Financial Analysis, Accounting, Income Tax, Tax Accounting, General Ledger, QuickBooks
Education
University of California, Santa Barbara 2002 — 2006
Bartlett, Pringle & Wolf, LLP 2012 - Present
HR Management Solutions LLC January 2008 - Present
Inamed Corporation (now Allergan) 1997 - 2006
Skills
Employee Relations, Performance Management, HRIS, Deferred Compensation, Talent Management, Human Resources, Employee Benefits, Onboarding, Employee Engagement, Recruiting, Leadership Development, Succession Planning, Team Building, Executive Coaching, Payroll, Workforce Planning, Talent Acquisition, Applicant Tracking..., HR Consulting, Personnel Management, Benefits Administration, Employer Branding, HR Policies, Organizational Design, Technical Recruiting, Compensation & Benefit, Career Development, Internet Recruiting, College Recruiting, Organizational..., Interviews, Temporary Placement, Labor Relations, Screening Resumes, Employment Law, Staffing Services, Benefits Negotiation
Education
State University of New York Empire State College
BS, MIT, Information Technology
Bartlett, Pringle & Wolf, LLP October 2010 - Present
Education
Santa Barbara City College 1998 — 2004
AA in Accounting, Accounting/Finance
VRCHS June 2002 - Present
Oxnard School District/ Santa Maria Joint Union High School Dist./Oxnard Union High School District/ 2002 - 2012
Bartlett, Pringle & Wolf, LLP 2001 - 2002
Jarabin, Gaggs, & Hunt, CPA's 1999 - 2001
Salem Communications 1997 - 1999
Skills
Mathematics
Education
University of La Verne 2004 — 2006
Single Subject Teaching Credential, Mathematics, Teacher Credentialing Program
CSUN
Bachelor of Science (B.S.), Business Administration, Accounting
Bartlett, Pringle & Wolf, LLP July 2013 - Present
Moss Adams LLP October 2008 - July 2013
Skills
Tax Research, Partnership Taxation, Tax, S Corporations, QuickBooks, ProSystem fx Tax, High Net Worth...
Education
California State University-Northridge 2006 — 2008
BS, Accounting
EY July 2013 - Present
KBKG November 2012 - June 2013
Ernst & Young August 2011 - November 2012
Green Hasson Janks September 2008 - August 2011
Bartlett, Pringle & Wolf, LLP October 2007 - June 2008
Skills
Tax, Tax Returns, Compliance, Real Estate, Partnership Taxation, International Tax, ProSystem fx Tax, Corporate Tax, Tax Preparation, CPA, Tax Research, S Corporations, Due Diligence, Finance
Education
University of California, Santa Barbara 2004 — 2008
BA, Business Economics with Accounting Emphasis
MacFarlane, Faletti & Co. LLP July 2015 - Present
Geffen Mesher January 2014 - June 2015
Bartlett, Pringle & Wolf, LLP September 2011 - January 2014
John Deere December 2008 - May 2010
Skills
US GAAP, Financial Modeling, Corporate Tax, Hyperion Enterprise, Strategic Financial..., Revenue Recognition, QuickBooks, Internal Audit, Consolidation, Manage Client..., Business Insights, SEC filings, Business Strategy, Strategic Planning, Cross-functional Team..., Financial Analysis, Auditing, Management
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Finance
Oregon State University 1999 — 2003
BS, Business Administration: MIS
Gina De Venuta, CPA 2009 - Present
Cyberspace Technologies International 2009 - Present
Kenai Drilling Limited 2008 - Present
Bartlett, Pringle & Wolf, LLP 2003 - 2008
County of Santa Barbara 2001 - 2002
Skills
Accounting, CPA, General Ledger, QuickBooks, Payroll, Account Reconciliation
Education
University of California, Santa Barbara 2002 — 2006
Certificate, Professional Accounting
University of California, Santa Barbara 1996 — 2000
Bachelor of Science (B.S.), Physical Geography
Danielle M Cross, CPA January 2013 - Present
McGladrey July 2011 - January 2013
Local Firm July 2009 - July 2011
Gorfine, Schiller & Gardyn, P.A December 2007 - July 2009
Bartlett, Pringle & Wolf, LLP December 2005 - July 2007
Barnes, Brock, Cornwell and Heilman PLC June 2004 - June 2005
Skills
CPA, Tax Research, Partnership Taxation, GAAP, Tax Preparation, Corporate Tax, Tax, Income Tax, S Corporations, Tax Accounting, Tax Returns, Internal Controls, ProSystem fx Tax, Accounting, Member of AICPA, Sales Tax, QuickBooks, CCH ProSystem fx, Preparation, Bookkeeping, Lacerte, GoSystems, Payroll Taxes, Fixed Asset Depreciation, Multi-state tax returns, State Tax, IRS, General Ledger, Consolidation, US Tax, Account Reconciliation, Tax Advisory, Use Tax, Accounts Payable, Compilation, Payroll, Accountants, Property Tax, Personal Tax Planning, Depreciation, Sales, Accounts Receivable, Business Tax Planning, Corporate Tax Planning, Compilation Of..., Personal Income Tax..., FIN 48, US GAAP, FASB, International Tax
Education
University at Buffalo 1994 — 1998
Bachelor of Science (BS)
Bartlett, Pringle & Wolf, LLP January 1959 - Present
Bartlett, Pringle & Wolf, LLP 1959 - 2009
Skills
Tax, Accounting, Financial Accounting, Tax Preparation, General Ledger, Income Tax, Tax Returns, Bookkeeping, GAAP, Tax Accounting, Corporate Tax, CPA, Tax Research, Partnership Taxation, US GAAP
Education
University of California at Berkeley 1955 — 1957
BS, Graduated in Accounting
University of California, Santa Barbara 1952 — 1954
University of California, Berkeley
Bartlett, Pringle & Wolf, LLP July 2014 - Present
Bartlett, Pringle & Wolf, LLP September 2013 - June 2014
California State Parks June 2005 - August 2013
Four Seasons Hotels and Resorts October 2010 - May 2011
Deckers Outdoor Corporation August 2008 - April 2009
Education
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics and Accounting, 3.83
Santa Barbara City College 2007 — 2011
Associate of Arts (A.A.) Honors, Science and Mathematics, 3.61