Five Stone Tax Advisers
Description
Address: 11211 Taylor Draper Ln #300, Austin, TX 78759 Hours: Closed ⋅ Opens 9AM Mon Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (512) 833-5829: : : : Category: Place name: : Website: : Website: http://fivestonetax.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 question
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Five Stone Tax Advisers Employees
Employee
Years
Job
Industry
Mickey Kerr Mickey Kerr's Five Stone Tax Advisers Experience August 2011 - June 2014
Job Freelancer
Industry Marketing and Advertising
Experience
The Wrap Lair™ August 2014 - Present
Five Stone Tax Advisers August 2011 - June 2014
Tax Tiger August 2011 - June 2014
Brockway, Gersbach, Franklin, and Niemeier PC September 2009 - August 2011
Skills
Tax Prep, Tax Advisory, Income Tax, Financial Statements, Corporate Tax, Tax Preparation, Soccer, Fishing, Accounting, Juggling, Tax Law, Free Thinking, Tax, Tax Research, Partnership Taxation, CPA, Tax Accounting, Banjo, Auditing, Zumba, Fire Eating, Hand Finishing, Quantum Dots, Finance, Financial Analysis, Microsoft Excel, Tax Returns
Education
University of Mary-Hardin Baylor
Bachelor's degree, Accounting
The Wrap Lair™ August 2014 - Present
Five Stone Tax Advisers August 2011 - June 2014
Tax Tiger August 2011 - June 2014
Brockway, Gersbach, Franklin, and Niemeier PC September 2009 - August 2011
Skills
Tax Prep, Tax Advisory, Income Tax, Financial Statements, Corporate Tax, Tax Preparation, Soccer, Fishing, Accounting, Juggling, Tax Law, Free Thinking, Tax, Tax Research, Partnership Taxation, CPA, Tax Accounting, Banjo, Auditing, Zumba, Fire Eating, Hand Finishing, Quantum Dots, Finance, Financial Analysis, Microsoft Excel, Tax Returns
Education
University of Mary-Hardin Baylor
Bachelor's degree, Accounting
Kellyn Krueger Kellyn Krueger's Five Stone Tax Advisers Experience January 2013 - Present
Job CPA at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers January 2013 - Present
Deloitte September 2007 - November 2009
Skills
Internal Controls, Auditing, Internal Audit, Financial Statements
Education
University of Idaho 2006 — 2007
Master of Accountancy
University of Idaho 2002 — 2006
Bachelor of Science (BS), Accounting
Five Stone Tax Advisers January 2013 - Present
Deloitte September 2007 - November 2009
Skills
Internal Controls, Auditing, Internal Audit, Financial Statements
Education
University of Idaho 2006 — 2007
Master of Accountancy
University of Idaho 2002 — 2006
Bachelor of Science (BS), Accounting
Domingo Tenreiro, CMI Domingo Tenreiro, CMI's Five Stone Tax Advisers Experience May 2015 - Present
Job Property Tax Manager at Five Stone Tax Advisers
Industry Oil & Energy
Experience
Five Stone Tax Advisers May 2015 - Present
Chesapeake Energy/Seventy Seven Energy 2013 - April 2015
PepsiCo 2010 - 2013
Tarrant Appraisal District August 2007 - October 2010
Royal Seal Development June 2006 - August 2007
Skills
Property Tax, Real Estate, Property Valuation, Appraisals, Tax, Commercial Real Estate, Real Estate Economics, Valuation, Due Diligence, Investment Properties, Negotiation, Corporate Real Estate
Education
University of North Texas 2000 — 2004
BBA, Real Estate
Five Stone Tax Advisers May 2015 - Present
Chesapeake Energy/Seventy Seven Energy 2013 - April 2015
PepsiCo 2010 - 2013
Tarrant Appraisal District August 2007 - October 2010
Royal Seal Development June 2006 - August 2007
Skills
Property Tax, Real Estate, Property Valuation, Appraisals, Tax, Commercial Real Estate, Real Estate Economics, Valuation, Due Diligence, Investment Properties, Negotiation, Corporate Real Estate
Education
University of North Texas 2000 — 2004
BBA, Real Estate
Shaun Tobin, CPA Shaun Tobin, CPA's Five Stone Tax Advisers Experience March 2015 - July 2015
Job Manager International Tax
Industry Accounting
Experience
Five Stone Tax Advisers March 2015 - July 2015
Durbin Bennett Tax Advisors, Inc. July 2014 - March 2015
Atchley & Associates, LLP July 2012 - July 2014
Powell, Ebert & Smolik June 2011 - June 2012
KPMG January 2009 - May 2011
US Navy 1998 - 2004
Skills
Corporate Tax, Income Tax, Nonprofits, Partnership Taxation, State Tax, Tax Returns, Tax Research, CPA, Tax
Education
LSU Shreveport 2004 — 2008
MBA, Accounting
Thomas Edison State College 2001 — 2004
BSAST, Nuclear Engineering Technology
Five Stone Tax Advisers March 2015 - July 2015
Durbin Bennett Tax Advisors, Inc. July 2014 - March 2015
Atchley & Associates, LLP July 2012 - July 2014
Powell, Ebert & Smolik June 2011 - June 2012
KPMG January 2009 - May 2011
US Navy 1998 - 2004
Skills
Corporate Tax, Income Tax, Nonprofits, Partnership Taxation, State Tax, Tax Returns, Tax Research, CPA, Tax
Education
LSU Shreveport 2004 — 2008
MBA, Accounting
Thomas Edison State College 2001 — 2004
BSAST, Nuclear Engineering Technology
Paul Sowada Jr. Paul Sowada Jr.'s Five Stone Tax Advisers Experience July 2014 - December 2014
Job Market Developer. Passionate Technologist. Comicbook Guru
Industry Computer Software
Experience
Binocular. December 2014 - Present
Five Stone Tax Advisers July 2014 - December 2014
Ethoca April 2014 - July 2014
Mutual Mobile February 2013 - April 2014
LDR Spine June 2012 - February 2013
Texas Department of Aging and Disability Services May 2009 - June 2012
Skills
Strategy, Mobile Devices, Program Management, Analysis, Management, Business Development, Team Building, Cross-functional Team..., General Awesomeness, Comic Books, Sales, Customer Service, Data Analysis, Strategic Planning, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, Mobile Applications, Mobile Marketing, Mobile Technology, Product Management, Project Management, Salesforce.com, Forecasting, Financial Accounting, Editing, Business Process..., Research, Mobile Strategy, Market Development, Training, Account Management, Policy, Mobile Advertising, Mobile Communications, Process Improvement, Sales Operations, Comics, Business Analysis, Comic Life, Animal Husbandry, Falconry, Pancreas, Male Grooming, Awesomeness
Education
Texas State University-San Marcos 2006 — 2008
BBA, Finance
The University of Texas at Austin 2002 — 2004
Mathematics and Computer Science
Binocular. December 2014 - Present
Five Stone Tax Advisers July 2014 - December 2014
Ethoca April 2014 - July 2014
Mutual Mobile February 2013 - April 2014
LDR Spine June 2012 - February 2013
Texas Department of Aging and Disability Services May 2009 - June 2012
Skills
Strategy, Mobile Devices, Program Management, Analysis, Management, Business Development, Team Building, Cross-functional Team..., General Awesomeness, Comic Books, Sales, Customer Service, Data Analysis, Strategic Planning, Microsoft Excel, Financial Analysis, Microsoft Office, Finance, Mobile Applications, Mobile Marketing, Mobile Technology, Product Management, Project Management, Salesforce.com, Forecasting, Financial Accounting, Editing, Business Process..., Research, Mobile Strategy, Market Development, Training, Account Management, Policy, Mobile Advertising, Mobile Communications, Process Improvement, Sales Operations, Comics, Business Analysis, Comic Life, Animal Husbandry, Falconry, Pancreas, Male Grooming, Awesomeness
Education
Texas State University-San Marcos 2006 — 2008
BBA, Finance
The University of Texas at Austin 2002 — 2004
Mathematics and Computer Science
Brian Mueller, MAcc, EA, CPA Brian Mueller, MAcc, EA, CPA's Five Stone Tax Advisers Experience November 2010 - Present
Job Tax Partner U.S. & International Taxation
Industry Accounting
Experience
Five Stone Tax Advisers November 2010 - Present
Krueger Mueller Rinn CPAs December 2014 - Present
Concordia University Texas January 2014 - Present
Austin Technology Council August 2010 - October 2010
Asista Corporation June 2010 - July 2010
Maxwell Locke & Ritter LLP February 2010 - April 2010
Texas Comptroller of Public Accounts September 2009 - February 2010
Michael Harris, CPA & Partners February 2009 - September 2009
Skills
Tax, Tax Accounting, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Tax Compliance, IRS Representation, IRS Resolution, Financial Accounting, Accounting, Certified Public..., Enrolled Agent (EA), IRS, LLC, Auditing, Tax Returns, CPA, Account Reconciliation, Sales Tax, Financial Statements, Management, Budgets, Due Diligence, Forecasting, Financial Analysis, Payroll, Bookkeeping, Mergers & Acquisitions, Internal Audit, Finance, General Ledger, GAAP, Small Business, Financial Reporting, Financial Planners, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Tax Research, Cost Accounting, US GAAP, Financial Audits, Variance Analysis, Cash Flow, Accounts Receivable, Managerial Finance, Journal Entries, Accounts Payable, Bank Reconciliation
Education
St. Edward's University 2009 — 2010
Master's of Accounting, Accounting, 3.70 Accounting GPA
St. Edward's University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.50 Accounting GPA
Miami Dade College 2005 — 2007
Associate of Arts (A.A.), Business Administration, 4.00 Accounting GPA
Five Stone Tax Advisers November 2010 - Present
Krueger Mueller Rinn CPAs December 2014 - Present
Concordia University Texas January 2014 - Present
Austin Technology Council August 2010 - October 2010
Asista Corporation June 2010 - July 2010
Maxwell Locke & Ritter LLP February 2010 - April 2010
Texas Comptroller of Public Accounts September 2009 - February 2010
Michael Harris, CPA & Partners February 2009 - September 2009
Skills
Tax, Tax Accounting, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Tax Compliance, IRS Representation, IRS Resolution, Financial Accounting, Accounting, Certified Public..., Enrolled Agent (EA), IRS, LLC, Auditing, Tax Returns, CPA, Account Reconciliation, Sales Tax, Financial Statements, Management, Budgets, Due Diligence, Forecasting, Financial Analysis, Payroll, Bookkeeping, Mergers & Acquisitions, Internal Audit, Finance, General Ledger, GAAP, Small Business, Financial Reporting, Financial Planners, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Tax Research, Cost Accounting, US GAAP, Financial Audits, Variance Analysis, Cash Flow, Accounts Receivable, Managerial Finance, Journal Entries, Accounts Payable, Bank Reconciliation
Education
St. Edward's University 2009 — 2010
Master's of Accounting, Accounting, 3.70 Accounting GPA
St. Edward's University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.50 Accounting GPA
Miami Dade College 2005 — 2007
Associate of Arts (A.A.), Business Administration, 4.00 Accounting GPA
Jordan Gibbs Jordan Gibbs's Five Stone Tax Advisers Experience July 2012 - June 2015
Job Inside Sales Account Manager at Dell
Industry Information Technology and Services
Experience
Dell July 2015 - Present
Five Stone Tax Advisers July 2012 - June 2015
Rita Kettl, CPA November 2011 - May 2012
Shirlie Downey CPA November 2011 - February 2012
Skills
Financial Accounting, CPA, Auditing, Tax, Accounting, Tax Returns, Bank Reconciliation, Journal Entries, Corporate Tax, US GAAP, Fire Safety, Tax Accounting, General Ledger, Internal Controls, Income Tax, Financial Statements, SEC filings, Customer Service, Marketing, Microsoft Office
Education
Harding University 2009 — 2011
BBA, Accounting
Abilene Christian University
Bachelor of Business Administration (B.B.A.), Accounting
Dell July 2015 - Present
Five Stone Tax Advisers July 2012 - June 2015
Rita Kettl, CPA November 2011 - May 2012
Shirlie Downey CPA November 2011 - February 2012
Skills
Financial Accounting, CPA, Auditing, Tax, Accounting, Tax Returns, Bank Reconciliation, Journal Entries, Corporate Tax, US GAAP, Fire Safety, Tax Accounting, General Ledger, Internal Controls, Income Tax, Financial Statements, SEC filings, Customer Service, Marketing, Microsoft Office
Education
Harding University 2009 — 2011
BBA, Accounting
Abilene Christian University
Bachelor of Business Administration (B.B.A.), Accounting
VINEETHA SHENOY VINEETHA SHENOY's Five Stone Tax Advisers Experience October 2014 - Present
Job Tax Accountant at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers October 2014 - Present
Tax Tiger September 2013 - October 2014
Skills
Tax Preparation, Tax, Income Tax, Accounting, Tax Accounting, Tax Returns, Tax Research, Corporate Tax, QuickBooks, Financial Reporting, Auditing, Account Reconciliation, General Ledger, Financial Accounting, Bookkeeping, Financial Analysis, Customer Service
Education
The Institute of Chartered Accountants of India 1995 — 1998
Mahatma Gandhi University
Bachelor of Commerce (B.Com.)
Texas State University
Five Stone Tax Advisers October 2014 - Present
Tax Tiger September 2013 - October 2014
Skills
Tax Preparation, Tax, Income Tax, Accounting, Tax Accounting, Tax Returns, Tax Research, Corporate Tax, QuickBooks, Financial Reporting, Auditing, Account Reconciliation, General Ledger, Financial Accounting, Bookkeeping, Financial Analysis, Customer Service
Education
The Institute of Chartered Accountants of India 1995 — 1998
Mahatma Gandhi University
Bachelor of Commerce (B.Com.)
Texas State University
Christy Green's Five Stone Tax Advisers Experience September 2014 - Present
Job Bookkeeper at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers September 2014 - Present
Hyde Park Schools 2009 - August 2014
Skills
Financial Reporting, Payroll, Accounting, Microsoft Office, Accounts Payable, Bookkeeping, Accounts Receivable, Account Reconciliation
Education
Rhodes College
The University of Georgia
Five Stone Tax Advisers September 2014 - Present
Hyde Park Schools 2009 - August 2014
Skills
Financial Reporting, Payroll, Accounting, Microsoft Office, Accounts Payable, Bookkeeping, Accounts Receivable, Account Reconciliation
Education
Rhodes College
The University of Georgia
Nicole Pham Nicole Pham's Five Stone Tax Advisers Experience February 2015 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Five Stone Tax Advisers February 2015 - Present
Covenant United Methodist Church - Austin March 2014 - February 2015
Five Stone Tax Advisers April 2012 - November 2013
Internal Revenue Service January 2009 - September 2011
Texas Criminal Defense Lawyers Association December 2007 - December 2009
IBM Corporation September 1998 - November 2004
Skills
Microsoft Office 2007, Typing, Filing, Spreadsheets, Data Entry, Outlook, Fax, Office Management, Office Equipment, Records Management, Microsoft Office 2003, Administrative Work, Customer Service, Administrative..., Microsoft Office, PowerPoint, Internet Explorer, Microsoft Word, Copying, Time Management, Software Documentation, Lotus Notes, Administrative..., Microsoft Excel, Team Building
Education
Southern New Hampshire University 2014 — 2018
Bachelor of Arts (B.A.), Communication, General
St. Edward's University 2009 — 2010
Organizational Communications
Five Stone Tax Advisers February 2015 - Present
Covenant United Methodist Church - Austin March 2014 - February 2015
Five Stone Tax Advisers April 2012 - November 2013
Internal Revenue Service January 2009 - September 2011
Texas Criminal Defense Lawyers Association December 2007 - December 2009
IBM Corporation September 1998 - November 2004
Skills
Microsoft Office 2007, Typing, Filing, Spreadsheets, Data Entry, Outlook, Fax, Office Management, Office Equipment, Records Management, Microsoft Office 2003, Administrative Work, Customer Service, Administrative..., Microsoft Office, PowerPoint, Internet Explorer, Microsoft Word, Copying, Time Management, Software Documentation, Lotus Notes, Administrative..., Microsoft Excel, Team Building
Education
Southern New Hampshire University 2014 — 2018
Bachelor of Arts (B.A.), Communication, General
St. Edward's University 2009 — 2010
Organizational Communications
Beth Burchfield Beth Burchfield's Five Stone Tax Advisers Experience 2013 - Present
Job Case Administrator at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers 2013 - Present
The Greening Law Firm 2012 - 2012
Commercial Bank of Texas 2010 - 2012
Small Business Solutions/Taxes Made EZ 2009 - 2010
Skills
Notary Public, Business Communications, Client Liaison, Marketing, Legal Assistance, Teller Operations, Commercial Banking, Bookkeeping, Tax Preparation, Account Reconciliation, QuickBooks, Auditing, Finance, Accounting, Customer Service, Income Tax, Tax, Microsoft Word, Microsoft Excel
Education
Stephen F. Austin State University
Bachelor of Science (BS), Psychology
Five Stone Tax Advisers 2013 - Present
The Greening Law Firm 2012 - 2012
Commercial Bank of Texas 2010 - 2012
Small Business Solutions/Taxes Made EZ 2009 - 2010
Skills
Notary Public, Business Communications, Client Liaison, Marketing, Legal Assistance, Teller Operations, Commercial Banking, Bookkeeping, Tax Preparation, Account Reconciliation, QuickBooks, Auditing, Finance, Accounting, Customer Service, Income Tax, Tax, Microsoft Word, Microsoft Excel
Education
Stephen F. Austin State University
Bachelor of Science (BS), Psychology
Joe Ben Combs Joe Ben Combs's Five Stone Tax Advisers Experience February 2015 - August 2015
Job Tax Supervisor at Atchley & Associates, LLP
Industry Financial Services
Experience
Atchley & Associates, LLP August 2015 - Present
Five Stone Tax Advisers February 2015 - August 2015
Wells Fargo July 2013 - January 2015
Joseph Combs, P.C. November 2009 - July 2013
Concordia University Texas January 2012 - December 2012
PKF Texas January 2007 - October 2009
Skills
Income Tax, Tax Preparation, Tax Research, Small Business, CPA, Accounting, Tax, Corporate Tax, QuickBooks, Partnership Taxation, Financial Accounting, Tax Accounting
Education
Texas A&M University 2002 — 2006
BBA, Accounting
Texas A&M University - Mays Business School 2002 — 2006
MS, Accounting
Atchley & Associates, LLP August 2015 - Present
Five Stone Tax Advisers February 2015 - August 2015
Wells Fargo July 2013 - January 2015
Joseph Combs, P.C. November 2009 - July 2013
Concordia University Texas January 2012 - December 2012
PKF Texas January 2007 - October 2009
Skills
Income Tax, Tax Preparation, Tax Research, Small Business, CPA, Accounting, Tax, Corporate Tax, QuickBooks, Partnership Taxation, Financial Accounting, Tax Accounting
Education
Texas A&M University 2002 — 2006
BBA, Accounting
Texas A&M University - Mays Business School 2002 — 2006
MS, Accounting
Sarah Ardis Sarah Ardis's Five Stone Tax Advisers Experience August 2012 - Present
Job Client Relations Manager at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers August 2012 - Present
Tax Tiger, Inc. August 2012 - January 2015
Skills
Tax Law, CPA, Finance, IRS, Tax Accounting, Tax
Education
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Communication and Media Studies
Five Stone Tax Advisers August 2012 - Present
Tax Tiger, Inc. August 2012 - January 2015
Skills
Tax Law, CPA, Finance, IRS, Tax Accounting, Tax
Education
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Communication and Media Studies
Christine Guerrero Christine Guerrero's Five Stone Tax Advisers Experience October 2012 - Present
Job Case Administrator
Industry Accounting
Experience
Five Stone Tax Advisers October 2012 - Present
Tax Tiger October 2012 - January 2015
Walgreens Pharmacy October 2005 - October 2012
Skills
Customer Service, Microsoft Word, Bookkeeping, Finance, Income Tax, Time Management, Tax Preparation, Accounting, Microsoft Excel
Education
Temple College
Five Stone Tax Advisers October 2012 - Present
Tax Tiger October 2012 - January 2015
Walgreens Pharmacy October 2005 - October 2012
Skills
Customer Service, Microsoft Word, Bookkeeping, Finance, Income Tax, Time Management, Tax Preparation, Accounting, Microsoft Excel
Education
Temple College
Erica Forbes Lane Erica Forbes Lane's Five Stone Tax Advisers Experience March 2012 - Present
Job Senior Case Manager at Five Stone Tax
Industry Financial Services
Experience
Five Stone Tax Advisers March 2012 - Present
Tax Tiger March 2012 - January 2015
Philip L. Liberatore, CPA February 2000 - February 2012
M. Blank & Associates November 2005 - February 2009
Education
California State University-Fullerton
Fountain Valley High School
Five Stone Tax Advisers March 2012 - Present
Tax Tiger March 2012 - January 2015
Philip L. Liberatore, CPA February 2000 - February 2012
M. Blank & Associates November 2005 - February 2009
Education
California State University-Fullerton
Fountain Valley High School
Mary Bain Mary Bain's Five Stone Tax Advisers Experience May 2014 - Present
Job Executive Assistant & Special Projects Coordinator at Five Stone Tax Advisers
Industry Executive Office
Experience
Five Stone Tax Advisers May 2014 - Present
Patient Conversation Media, inc July 2013 - May 2014
Anixter Center November 2012 - March 2013
St. Edward's University August 2011 - December 2011
Austin Tennis Academy 2004 - 2010
Skills
Facebook, Event Planning, Public Speaking, Social Networking, Research, Nonprofits, Social Media, Social Media Marketing, Non-profits, Fundraising, YouTube, PowerPoint, Data Analysis, Microsoft Office, Mac, Microsoft Excel, Editing, Microsoft Word, Time Management, Volunteer Management, Membership Relations, Leadership, Outlook, Membership Growth, SugarCRM, White Label, dlvr.it, Community Outreach, Marketing, Critical Thinking, Psychology, Team Building, Marketing Communications, Training, Coaching, Email Marketing, Teamwork, Community Service, Account Management, Project Management, Management
Education
St. Edward's University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Five Stone Tax Advisers May 2014 - Present
Patient Conversation Media, inc July 2013 - May 2014
Anixter Center November 2012 - March 2013
St. Edward's University August 2011 - December 2011
Austin Tennis Academy 2004 - 2010
Skills
Facebook, Event Planning, Public Speaking, Social Networking, Research, Nonprofits, Social Media, Social Media Marketing, Non-profits, Fundraising, YouTube, PowerPoint, Data Analysis, Microsoft Office, Mac, Microsoft Excel, Editing, Microsoft Word, Time Management, Volunteer Management, Membership Relations, Leadership, Outlook, Membership Growth, SugarCRM, White Label, dlvr.it, Community Outreach, Marketing, Critical Thinking, Psychology, Team Building, Marketing Communications, Training, Coaching, Email Marketing, Teamwork, Community Service, Account Management, Project Management, Management
Education
St. Edward's University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Peter N. Mitchell, EA Peter N. Mitchell, EA's Five Stone Tax Advisers Experience August 2015 - Present
Job Director of International Tax at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers August 2015 - Present
Tax Pro Advisor, LLC January 2010 - August 2015
Mitchell Consulting, LLC September 1993 - January 2010
Skills
Expatriate Tax, Tax, Accounting, Tax Preparation, Tax Accounting, Tax Returns, Finance, Financial Planners, Investments, Financial Analysis, Income Tax, Management, Financial Accounting, Small Business, Consulting, Partnerships, Strategic Financial..., Employee Benefits, Customer Service, Financial Planning
Education
Southern Utah University 2013 — 2015
University of Phoenix 2001 — 2003
Master of Science, Computer Information Systems
University of Phoenix 1998 — 2000
Bachelor of Science, Business
Utah Valley University
Accounting Major, 4.0
Five Stone Tax Advisers August 2015 - Present
Tax Pro Advisor, LLC January 2010 - August 2015
Mitchell Consulting, LLC September 1993 - January 2010
Skills
Expatriate Tax, Tax, Accounting, Tax Preparation, Tax Accounting, Tax Returns, Finance, Financial Planners, Investments, Financial Analysis, Income Tax, Management, Financial Accounting, Small Business, Consulting, Partnerships, Strategic Financial..., Employee Benefits, Customer Service, Financial Planning
Education
Southern Utah University 2013 — 2015
University of Phoenix 2001 — 2003
Master of Science, Computer Information Systems
University of Phoenix 1998 — 2000
Bachelor of Science, Business
Utah Valley University
Accounting Major, 4.0
James Rinn James Rinn's Five Stone Tax Advisers Experience November 2013 - June 2015
Job CFO/COO at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP June 2015 - Present
Five Stone Tax Advisers November 2013 - June 2015
Tax Tiger November 2013 - January 2015
SmithCo Investments/e3 Foundation April 2011 - November 2013
CoreLogic July 2000 - May 2011
National Instruments 1999 - 2000
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1991 - 1998
Coopers & Lybrand 1991 - 1995
Skills
Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Business Process..., Business Strategy, CPA, Change Management, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Process Improvement, Risk Assessment, Risk Management, Six Sigma, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Team Building, Vendor Management, Mergers, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1989 — 1991
BBA, Accounting
Lanier HS
Maxwell Locke & Ritter LLP June 2015 - Present
Five Stone Tax Advisers November 2013 - June 2015
Tax Tiger November 2013 - January 2015
SmithCo Investments/e3 Foundation April 2011 - November 2013
CoreLogic July 2000 - May 2011
National Instruments 1999 - 2000
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1991 - 1998
Coopers & Lybrand 1991 - 1995
Skills
Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Business Process..., Business Strategy, CPA, Change Management, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Process Improvement, Risk Assessment, Risk Management, Six Sigma, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Team Building, Vendor Management, Mergers, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1989 — 1991
BBA, Accounting
Lanier HS
Paul Swanston Paul Swanston's Five Stone Tax Advisers Experience July 2012 - July 2013
Job Business Development, Strategic Partnerships & Relationship Management at American Express Global Merchant Services
Industry Financial Services
Experience
American Express July 2008 - Present
Five Stone Tax Advisers July 2012 - July 2013
Lake Tahoe Visitors Authority November 2006 - May 2008
Booth Creek Ski Holdings, Inc. 2004 - 2006
Vail Resorts October 1998 - September 2004
Skills
Strategic Planning, Integrated Marketing, Customer Retention, Sales, Relationship Management, Sales Management, Team Building, Business Development, Forecasting, Marketing Strategy, Financial Services, Strategic Partnerships, Partnerships, Thought Leadership, Return on Investment, Event Management, Strategy
Education
Texas A&M University 1991 — 1995
BS, Journalism
Humble High School 1987 — 1991
High School Diploma
American Express July 2008 - Present
Five Stone Tax Advisers July 2012 - July 2013
Lake Tahoe Visitors Authority November 2006 - May 2008
Booth Creek Ski Holdings, Inc. 2004 - 2006
Vail Resorts October 1998 - September 2004
Skills
Strategic Planning, Integrated Marketing, Customer Retention, Sales, Relationship Management, Sales Management, Team Building, Business Development, Forecasting, Marketing Strategy, Financial Services, Strategic Partnerships, Partnerships, Thought Leadership, Return on Investment, Event Management, Strategy
Education
Texas A&M University 1991 — 1995
BS, Journalism
Humble High School 1987 — 1991
High School Diploma
Ana Marisa Militano, PHR - SHRM-CP Ana Marisa Militano, PHR - SHRM-CP's Five Stone Tax Advisers Experience December 2014 - Present
Job Experienced Human Resources Leader & Advisor
Industry Accounting
Experience
Five Stone Tax Advisers December 2014 - Present
Alliance Abroad Group April 2012 - December 2014
Alliance Abroad Group January 2008 - March 2012
The Kor Group July 2006 - October 2007
Sonesta Hotels April 2005 - June 2006
Fisher Island Club June 2003 - April 2005
Lakeway Inn Conference Resort April 2000 - May 2003
Skills
Employee Relations, Executive Coaching, International Relations, Legal Compliance, Conflict Resolution, Training Delivery, Confidentiality, Mentoring, Strategic Leadership, Recruiting, Human Resources, Leadership, HR Policies, Training, Talent Management, Program Management, Event Planning, Customer Service, Interviews, Management, Team Leadership, Employee Benefits, Benefits Administration, Employee Training, Strategy, Strategic Planning, Time Management, Onboarding, Employee Engagement, Leadership Development, Policy, Performance Management
Education
Texas State University-San Marcos 1995 — 2000
Bachelors of Science
Five Stone Tax Advisers December 2014 - Present
Alliance Abroad Group April 2012 - December 2014
Alliance Abroad Group January 2008 - March 2012
The Kor Group July 2006 - October 2007
Sonesta Hotels April 2005 - June 2006
Fisher Island Club June 2003 - April 2005
Lakeway Inn Conference Resort April 2000 - May 2003
Skills
Employee Relations, Executive Coaching, International Relations, Legal Compliance, Conflict Resolution, Training Delivery, Confidentiality, Mentoring, Strategic Leadership, Recruiting, Human Resources, Leadership, HR Policies, Training, Talent Management, Program Management, Event Planning, Customer Service, Interviews, Management, Team Leadership, Employee Benefits, Benefits Administration, Employee Training, Strategy, Strategic Planning, Time Management, Onboarding, Employee Engagement, Leadership Development, Policy, Performance Management
Education
Texas State University-San Marcos 1995 — 2000
Bachelors of Science
Adam French Adam French's Five Stone Tax Advisers Experience November 2014 - Present
Job Senior Tax Accountant at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers November 2014 - Present
Texas Young Republicans August 2014 - Present
Hays County Young Republicans July 2014 - Present
AD Testing Services July 2009 - Present
Hays County Republican Party September 2014 - November 2014
MyCue & Brown, CPA PC August 2012 - November 2014
Evelyn Edwards, CPA PLLC March 2012 - August 2012
US Department of Veteran Affairs June 2010 - October 2011
Sears Holdings Corporation June 2007 - June 2010
Skills
QuickBooks, Quicken, Bookkeeping, Accounting, Public Speaking, Debate, Politics, Microsoft Office, Ultra Tax, Thomson Reuters..., SAP, ProSeries, Tax Preparation, Tax, Customer Service, PowerPoint, Microsoft Excel, Management
Education
Texas A&M University-Commerce 2012 — 2015
Master of Business Administration (M.B.A.), Accounting
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Five Stone Tax Advisers November 2014 - Present
Texas Young Republicans August 2014 - Present
Hays County Young Republicans July 2014 - Present
AD Testing Services July 2009 - Present
Hays County Republican Party September 2014 - November 2014
MyCue & Brown, CPA PC August 2012 - November 2014
Evelyn Edwards, CPA PLLC March 2012 - August 2012
US Department of Veteran Affairs June 2010 - October 2011
Sears Holdings Corporation June 2007 - June 2010
Skills
QuickBooks, Quicken, Bookkeeping, Accounting, Public Speaking, Debate, Politics, Microsoft Office, Ultra Tax, Thomson Reuters..., SAP, ProSeries, Tax Preparation, Tax, Customer Service, PowerPoint, Microsoft Excel, Management
Education
Texas A&M University-Commerce 2012 — 2015
Master of Business Administration (M.B.A.), Accounting
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Lauren Thurston (Spearman) Lauren Thurston (Spearman)'s Five Stone Tax Advisers Experience June 2015 - Present
Job Marketing Manager at Explore God Network
Industry Public Relations and Communications
Experience
Five Stone Tax Advisers June 2015 - Present
Explore God September 2013 - March 2015
Office of the Texas Lieutenant Governor December 2010 - September 2013
Office of Governor Arnold Schwarzenegger July 2009 - December 2010
Office of Governor Arnold Schwarzenegger September 2007 - July 2009
Office of the Texas Lieutenant Governor March 2005 - September 2007
Office of the Texas Lieutenant Governor August 2004 - March 2005
Skills
Writing, Editing, Speech Writing, Written Correspondence, Press Releases, Government, State Government, Management, Employee Training, Hiring, Written & Verbal..., Public Speaking, Academic Tutoring, Research, Organization, Praise & Worship, Media Relations, Crisis Communications, Interviews, Marketing, Social Media, Public Relations, Leadership, Event Planning, Strategic Communications, Nonprofits, Community Outreach, Blogging, Newsletters
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Science (B.S.), Public Relations
Elkins High School
Five Stone Tax Advisers June 2015 - Present
Explore God September 2013 - March 2015
Office of the Texas Lieutenant Governor December 2010 - September 2013
Office of Governor Arnold Schwarzenegger July 2009 - December 2010
Office of Governor Arnold Schwarzenegger September 2007 - July 2009
Office of the Texas Lieutenant Governor March 2005 - September 2007
Office of the Texas Lieutenant Governor August 2004 - March 2005
Skills
Writing, Editing, Speech Writing, Written Correspondence, Press Releases, Government, State Government, Management, Employee Training, Hiring, Written & Verbal..., Public Speaking, Academic Tutoring, Research, Organization, Praise & Worship, Media Relations, Crisis Communications, Interviews, Marketing, Social Media, Public Relations, Leadership, Event Planning, Strategic Communications, Nonprofits, Community Outreach, Blogging, Newsletters
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Science (B.S.), Public Relations
Elkins High School
Felisha Alexis Bull's Five Stone Tax Advisers Experience May 2015 - Present
Job Property Tax Administrator at Five Stone Tax Advisers
Industry Public Relations and Communications
Experience
Five Stone Tax Advisers May 2015 - Present
Hays County Young Republicans July 2014 - Present
Calphalon Kitchen Outlet July 2013 - February 2015
Calphalon April 2010 - July 2011
Skills
Facebook, Social Media, Social Networking, Event Planning, Public Relations, PowerPoint, Time Management, Social Media Marketing, Marketing Communications, Microsoft Office, Customer Service, Event Management, Blogging, Advertising, Press Releases, Marketing, Teamwork, Editing, Public Speaking, Adobe Creative Suite, Newsletters, Microsoft Excel, Microsoft Word, Leadership, Research, Communication, Sales
Education
Texas State University-San Marcos 2009 — 2014
Bachelor of Arts (BA), Mass Communication/Media Studies
Lee College 2008 — 2009
General Studies
Five Stone Tax Advisers May 2015 - Present
Hays County Young Republicans July 2014 - Present
Calphalon Kitchen Outlet July 2013 - February 2015
Calphalon April 2010 - July 2011
Skills
Facebook, Social Media, Social Networking, Event Planning, Public Relations, PowerPoint, Time Management, Social Media Marketing, Marketing Communications, Microsoft Office, Customer Service, Event Management, Blogging, Advertising, Press Releases, Marketing, Teamwork, Editing, Public Speaking, Adobe Creative Suite, Newsletters, Microsoft Excel, Microsoft Word, Leadership, Research, Communication, Sales
Education
Texas State University-San Marcos 2009 — 2014
Bachelor of Arts (BA), Mass Communication/Media Studies
Lee College 2008 — 2009
General Studies
Hillary Henderson Hillary Henderson's Five Stone Tax Advisers Experience June 2014 - Present
Job Paralegal, Case Administrator, Manager, Author
Industry Legal Services
Experience
Five Stone Tax Advisers June 2014 - Present
Ryan Law Firm, LLP November 2013 - June 2014
Texas Attorney General January 2013 - November 2013
Texas State University November 2012 - June 2013
Michael Goodman Law May 2012 - October 2012
Nordstrom May 2007 - January 2012
Uncle Dan's Barbecue and Catering January 2005 - August 2006
Kaplan Test Preparation January 2006 - May 2006
Carrabba's Italian Grill January 2002 - December 2004
Warner Bros. Records January 2003 - May 2003
Skills
Training, Restaurants, Team Management, Organization, Staff Development, Microsoft Office, Inventory Management, Event Planning, Sales, Customer Service, Social Media, Social Networking, Outlook, PowerPoint, Event Management, Team Building, Microsoft Word, Time Management, Data Entry, Leadership, Legal Assistance, Human Resources, Customer Satisfaction
Education
Texas State University-San Marcos 2012 — 2013
MA, Legal Studies, 4.0
Belmont University 2001 — 2004
BBA, Music Business; Marketing Emphasis
Baylor University 2000 — 2001
UNDECIDED, UNDECIDED
Reicher Catholic High School 1996 — 2000
Honors Graduate, Honors/Regents High School/Secondary Diploma Program
Five Stone Tax Advisers June 2014 - Present
Ryan Law Firm, LLP November 2013 - June 2014
Texas Attorney General January 2013 - November 2013
Texas State University November 2012 - June 2013
Michael Goodman Law May 2012 - October 2012
Nordstrom May 2007 - January 2012
Uncle Dan's Barbecue and Catering January 2005 - August 2006
Kaplan Test Preparation January 2006 - May 2006
Carrabba's Italian Grill January 2002 - December 2004
Warner Bros. Records January 2003 - May 2003
Skills
Training, Restaurants, Team Management, Organization, Staff Development, Microsoft Office, Inventory Management, Event Planning, Sales, Customer Service, Social Media, Social Networking, Outlook, PowerPoint, Event Management, Team Building, Microsoft Word, Time Management, Data Entry, Leadership, Legal Assistance, Human Resources, Customer Satisfaction
Education
Texas State University-San Marcos 2012 — 2013
MA, Legal Studies, 4.0
Belmont University 2001 — 2004
BBA, Music Business; Marketing Emphasis
Baylor University 2000 — 2001
UNDECIDED, UNDECIDED
Reicher Catholic High School 1996 — 2000
Honors Graduate, Honors/Regents High School/Secondary Diploma Program
Jaymi Harper Jaymi Harper's Five Stone Tax Advisers Experience December 2014 - June 2015
Job Area Administrator at Young Life
Industry Nonprofit Organization Management
Experience
Young Life June 2015 - Present
Five Stone Tax Advisers December 2014 - June 2015
Paradigm Tax Group June 2013 - October 2014
Harper's Nursery and Landscape September 2010 - May 2013
Skills
Customer Service, Microsoft Office, Volunteer Management, Detailed Organization, Non-profit Volunteer, Social Media, Accounts Payable, Strongly self-motivated, Accounting, Social Skills, Community Outreach, Task Management, Communication, Organization, Time-efficient, Problem Solving, Task-oriented, Sociology, Employee Training, QuickBooks, Advantage Database..., Networking
Education
Arizona State University 2007 — 2012
Bachelor of Arts (B.A.), Sociology
Young Life June 2015 - Present
Five Stone Tax Advisers December 2014 - June 2015
Paradigm Tax Group June 2013 - October 2014
Harper's Nursery and Landscape September 2010 - May 2013
Skills
Customer Service, Microsoft Office, Volunteer Management, Detailed Organization, Non-profit Volunteer, Social Media, Accounts Payable, Strongly self-motivated, Accounting, Social Skills, Community Outreach, Task Management, Communication, Organization, Time-efficient, Problem Solving, Task-oriented, Sociology, Employee Training, QuickBooks, Advantage Database..., Networking
Education
Arizona State University 2007 — 2012
Bachelor of Arts (B.A.), Sociology
Lauren Esparza Lauren Esparza's Five Stone Tax Advisers Experience May 2015 - Present
Job Case Administrator at Five Stone Tax Advisers
Industry Fine Art
Experience
Five Stone Tax Advisers May 2015 - Present
Round Rock ISD June 2013 - May 2015
Georgetown ISD August 2006 - May 2013
Skills
Organization Skills, Written Communication, Time Management, Collaborative Problem..., Team Leadership, Microsoft Office, Public Speaking, Bands, Tutoring, Teaching, Instructional Design
Education
Texas State University 2001 — 2006
Bachelor's Degree, Music Teacher Education
Five Stone Tax Advisers May 2015 - Present
Round Rock ISD June 2013 - May 2015
Georgetown ISD August 2006 - May 2013
Skills
Organization Skills, Written Communication, Time Management, Collaborative Problem..., Team Leadership, Microsoft Office, Public Speaking, Bands, Tutoring, Teaching, Instructional Design
Education
Texas State University 2001 — 2006
Bachelor's Degree, Music Teacher Education
Mitch Holt's Five Stone Tax Advisers Experience April 2014 - May 2015
Job Integrated Marketing Manager, Zenoss
Industry Marketing and Advertising
Experience
Zenoss May 2015 - Present
Five Stone Tax Advisers April 2014 - May 2015
TabbedOut August 2013 - April 2014
Volacci September 2011 - October 2013
Volacci January 2011 - March 2012
BostonNOW April 2007 - October 2007
Abilene Christian University Office of Media Relations December 2005 - December 2006
Skills
SEO, Online Marketing, Project Management, Account Management, Social Media, Google Analytics, Google Adwords, RavenTools, Keyword Analysis, Blog Marketing, Corporate Blogging, Blogger Outreach, Google Webmaster Tools, Adobe Creative Suite, Drupal, Wordpress, Mac OS X, Off Page Optimization, Basecamp, Market Samurai, Online Advertising, Search Analysis, Blogging, SEM, Copy Editing, Marketing, Copywriting, OS X, Social Networking, Email Marketing, Landing Page..., Conversion Optimization, WordPress, Content Marketing, Web Marketing, CMS, Digital Media, Lead Generation, PPC, Social Media Marketing, Digital Marketing, Analytics, Web Analytics, Content Strategy, Advertising, E-commerce
Education
Abilene Christian University 2003 — 2007
B.S., Journalism
Harding Academy of Memphis 2000 — 2003
Greater Atlanta Christian School 1996 — 2000
Zenoss May 2015 - Present
Five Stone Tax Advisers April 2014 - May 2015
TabbedOut August 2013 - April 2014
Volacci September 2011 - October 2013
Volacci January 2011 - March 2012
BostonNOW April 2007 - October 2007
Abilene Christian University Office of Media Relations December 2005 - December 2006
Skills
SEO, Online Marketing, Project Management, Account Management, Social Media, Google Analytics, Google Adwords, RavenTools, Keyword Analysis, Blog Marketing, Corporate Blogging, Blogger Outreach, Google Webmaster Tools, Adobe Creative Suite, Drupal, Wordpress, Mac OS X, Off Page Optimization, Basecamp, Market Samurai, Online Advertising, Search Analysis, Blogging, SEM, Copy Editing, Marketing, Copywriting, OS X, Social Networking, Email Marketing, Landing Page..., Conversion Optimization, WordPress, Content Marketing, Web Marketing, CMS, Digital Media, Lead Generation, PPC, Social Media Marketing, Digital Marketing, Analytics, Web Analytics, Content Strategy, Advertising, E-commerce
Education
Abilene Christian University 2003 — 2007
B.S., Journalism
Harding Academy of Memphis 2000 — 2003
Greater Atlanta Christian School 1996 — 2000
Mike Perico's Five Stone Tax Advisers Experience February 2015 - August 2015
Job Senior Tax Consultant
Industry Financial Services
Experience
Five Stone Tax Advisers February 2015 - August 2015
Tax Tiger September 2011 - February 2015
ReachLocal 2009 - September 2011
ebQuickstart 2009 - 2009
Ryma Technology Solutions 2008 - 2008
Independent Contract 2006 - 2008
School District of Osceola County Florida- Horizon Middle School 2002 - 2006
Skills
Marketing, GoToMeeting, Cold Calling, Salesforce.com, Sales, Product Marketing, Team Building, Human Resources, Team Management, Leadership, Public Speaking, Recruiting, CRM, Microsoft Excel, Email Marketing, Product Management, Event Planning, Account Management, Outlook, Team Leadership, Strategic Planning, Microsoft Office, Budgets, Customer Service, Online Marketing, Business Development, Direct Sales
Education
George Mason University 1996 — 2002
Bachelor of Science, Exercise Science
Five Stone Tax Advisers February 2015 - August 2015
Tax Tiger September 2011 - February 2015
ReachLocal 2009 - September 2011
ebQuickstart 2009 - 2009
Ryma Technology Solutions 2008 - 2008
Independent Contract 2006 - 2008
School District of Osceola County Florida- Horizon Middle School 2002 - 2006
Skills
Marketing, GoToMeeting, Cold Calling, Salesforce.com, Sales, Product Marketing, Team Building, Human Resources, Team Management, Leadership, Public Speaking, Recruiting, CRM, Microsoft Excel, Email Marketing, Product Management, Event Planning, Account Management, Outlook, Team Leadership, Strategic Planning, Microsoft Office, Budgets, Customer Service, Online Marketing, Business Development, Direct Sales
Education
George Mason University 1996 — 2002
Bachelor of Science, Exercise Science
April Royder's Five Stone Tax Advisers Experience May 2014 - Present
Job Tax Consultant Assistant
Industry Accounting
Experience
Five Stone Tax Advisers May 2014 - Present
Skills
Salesforce.com, Direct Sales, Sales Process, B2B, CRM, SaaS, Sales Operations, Solution Selling, Cold Calling, Sales Management
Education
Kilgore College
Five Stone Tax Advisers May 2014 - Present
Skills
Salesforce.com, Direct Sales, Sales Process, B2B, CRM, SaaS, Sales Operations, Solution Selling, Cold Calling, Sales Management
Education
Kilgore College
John JP Krueger's Five Stone Tax Advisers Experience 2012 - Present
Job CEO at Five Stone Tax Advisers
Industry Financial Services
Experience
Five Stone Tax Advisers 2012 - Present
Tax Tiger January 2008 - January 2015
Blue Star Investments LLC January 2004 - November 2007
Definity Telecommunications 2000 - 2003
El Rancho Market 1996 - 2000
United States Marine Corps 1992 - 1995
Skills
Finance, Tax, Tax Preparation, Accounting, Auditing, Leadership, CPA, Bookkeeping, Strategic Planning, Time Management, Marketing, Small Business, Start-ups, Management, Team Leadership, Investments, Business Intelligence, Employee Benefits, Business, Strategic Financial..., Real Estate, Project Planning, Negotiation, Due Diligence, Preparation, Income Tax, Account Management, Training, SaaS, Team Building, Insurance, Corporate Tax, Business Development, Wealth Management, Change Management, Executive Management, Financial Statements, Mergers & Acquisitions, Payroll, Tax Returns, Retirement, Customer Service, Strategic Partnerships, Sales, Financial Planning
Education
University of Idaho 2002 — 2006
BS,BS,AA, Finance, Computer Science, Information System Mgmt, Plant Operation Mgmt
Santa Barbara City College 1995 — 1997
Associate of Science (AS), Computer Science
Five Stone Tax Advisers 2012 - Present
Tax Tiger January 2008 - January 2015
Blue Star Investments LLC January 2004 - November 2007
Definity Telecommunications 2000 - 2003
El Rancho Market 1996 - 2000
United States Marine Corps 1992 - 1995
Skills
Finance, Tax, Tax Preparation, Accounting, Auditing, Leadership, CPA, Bookkeeping, Strategic Planning, Time Management, Marketing, Small Business, Start-ups, Management, Team Leadership, Investments, Business Intelligence, Employee Benefits, Business, Strategic Financial..., Real Estate, Project Planning, Negotiation, Due Diligence, Preparation, Income Tax, Account Management, Training, SaaS, Team Building, Insurance, Corporate Tax, Business Development, Wealth Management, Change Management, Executive Management, Financial Statements, Mergers & Acquisitions, Payroll, Tax Returns, Retirement, Customer Service, Strategic Partnerships, Sales, Financial Planning
Education
University of Idaho 2002 — 2006
BS,BS,AA, Finance, Computer Science, Information System Mgmt, Plant Operation Mgmt
Santa Barbara City College 1995 — 1997
Associate of Science (AS), Computer Science
Jennifer N. Jones, MBA's Five Stone Tax Advisers Experience June 2015 - Present
Job Account Manager at Five Stone Tax Advisers
Industry Accounting
Experience
Five Stone Tax Advisers June 2015 - Present
Kalmbach Publishing Co. September 2008 - June 2015
Adaptive Micro Systems LLC August 2006 - September 2008
Rexel November 2005 - July 2006
Chaney Enterprises February 2002 - November 2005
Wells Fargo September 2000 - February 2002
Skills
Management, Organizational Behavior, Highly detail oriented, Dependable Team Player, A/R collections, Microsoft Office, Highly personable, Organized self-starter, Building Relationships, Account Reconciliation
Education
Bowie State University 2003 — 2006
MBA, Management, 3.8 GPA
Bowie State University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General, 3.75
Five Stone Tax Advisers June 2015 - Present
Kalmbach Publishing Co. September 2008 - June 2015
Adaptive Micro Systems LLC August 2006 - September 2008
Rexel November 2005 - July 2006
Chaney Enterprises February 2002 - November 2005
Wells Fargo September 2000 - February 2002
Skills
Management, Organizational Behavior, Highly detail oriented, Dependable Team Player, A/R collections, Microsoft Office, Highly personable, Organized self-starter, Building Relationships, Account Reconciliation
Education
Bowie State University 2003 — 2006
MBA, Management, 3.8 GPA
Bowie State University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General, 3.75
Jungsun Karen Lee's Five Stone Tax Advisers Experience May 2015 - Present
Job Legal Administrator at Five Stone Tax Advisers
Industry Financial Services
Experience
Five Stone Tax Advisers May 2015 - Present
Education
California State University-Northridge 2007 — 2009
Bachelor's Degree
Moorpark College 2004 — 2006
A.S.
Five Stone Tax Advisers May 2015 - Present
Education
California State University-Northridge 2007 — 2009
Bachelor's Degree
Moorpark College 2004 — 2006
A.S.
LIANA ELLISON, CPA's Five Stone Tax Advisers Experience June 2014 - September 2015
Job Accounting Services Supervisor at Atchley & Associates, LLP
Industry Accounting
Experience
Atchley & Associates, LLP September 2015 - Present
Five Stone Tax Advisers June 2014 - September 2015
Texas Association of School Boards November 2010 - June 2014
Reynolds & Franke, PC April 2009 - November 2010
Pattillo Brown & Hill L.L.P December 2003 - October 2008
Skills
Accounting, GAAP, QuickBooks, General Ledger, Tax Preparation, Internal Controls, Tax, Tax Research, Fixed Assets, Financial Analysis, Financial Accounting, Payroll, Budgets, Tax Accounting, Account Reconciliation, US GAAP, CPA, Financial Statements, Financial Reporting
Education
Southern Nazarene University
B.S., Accounting
Atchley & Associates, LLP September 2015 - Present
Five Stone Tax Advisers June 2014 - September 2015
Texas Association of School Boards November 2010 - June 2014
Reynolds & Franke, PC April 2009 - November 2010
Pattillo Brown & Hill L.L.P December 2003 - October 2008
Skills
Accounting, GAAP, QuickBooks, General Ledger, Tax Preparation, Internal Controls, Tax, Tax Research, Fixed Assets, Financial Analysis, Financial Accounting, Payroll, Budgets, Tax Accounting, Account Reconciliation, US GAAP, CPA, Financial Statements, Financial Reporting
Education
Southern Nazarene University
B.S., Accounting
Ray Bechtold's Five Stone Tax Advisers Experience March 2012 - March 2014
Job Controller at RoadVantage
Industry Computer Software
Experience
RoadVantage March 2014 - Present
Five Stone Tax Advisers March 2012 - March 2014
NextGen Healthcare Information Systems January 2008 - February 2011
Sage Software September 2001 - January 2008
Sage Software September 2001 - January 2008
MIP, Inc. January 1989 - September 2001
Skills
Microsoft Excel, Financial Reporting, Accounting, Finance, Management, Mergers & Acquisitions, Due Diligence, Forecasting, Cash Flow, GAAP, Revenue Recognition, Acquisitions, Software Implementation, Business Analysis, Financial Analysis
Education
Florida State University
BS, Accounting
The University of Texas at Austin
MBA, Finance
RoadVantage March 2014 - Present
Five Stone Tax Advisers March 2012 - March 2014
NextGen Healthcare Information Systems January 2008 - February 2011
Sage Software September 2001 - January 2008
Sage Software September 2001 - January 2008
MIP, Inc. January 1989 - September 2001
Skills
Microsoft Excel, Financial Reporting, Accounting, Finance, Management, Mergers & Acquisitions, Due Diligence, Forecasting, Cash Flow, GAAP, Revenue Recognition, Acquisitions, Software Implementation, Business Analysis, Financial Analysis
Education
Florida State University
BS, Accounting
The University of Texas at Austin
MBA, Finance
Melissa Romine's Five Stone Tax Advisers Experience January 2014 - Present
Job Counsel for Legal Affairs at Five Stone Tax Advisers
Industry Law Practice
Experience
Five Stone Tax Advisers January 2014 - Present
Tax Tiger January 2014 - January 2015
alliantgroup February 2012 - November 2013
Education
American University 2008 — 2011
Law
The University of Texas at Austin 2005 — 2008
Bachelor of Arts, Government
Five Stone Tax Advisers January 2014 - Present
Tax Tiger January 2014 - January 2015
alliantgroup February 2012 - November 2013
Education
American University 2008 — 2011
Law
The University of Texas at Austin 2005 — 2008
Bachelor of Arts, Government