KS&Co Company
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KS&Co Employees
Employee
Years
Job
Industry
Vivian Chau, CPA Vivian Chau, CPA's KS&Co Experience September 2015 - Present
Job Corporate Tax Manager at KS&Co
Industry Accounting
Experience
KS&Co September 2015 - Present
Sempra Energy February 2013 - September 2015
Frank, Rimerman + Co. LLP September 2008 - February 2013
Robert Stilts, CPA January 2007 - August 2008
Skills
ProSystem fx Tax, RIA Checkpoint, PowerPoint, Microsoft Excel, CCH ProSystem fx, ProSystem fx Engagement, ProSystem fx Scan, QuickBooks, BNA Income Tax Planner, Quicken, Income Tax, FAS109, Corporate Tax, Consolidated Returns, Hyperion HFM, OneSource, ASC 740, Foreign Disclosure, SharePoint, SAP Financial, Staff Management, Lacerte, PowerPlant, Manage Client..., Staff Development, High Net Worth..., Nexus, Multi-state tax returns, ProSystem fx Practice..., S Corporations, Financial Reporting, NumberCruncher, Accounting, FIN 48, Tax Returns, Tax Research, Partnership Taxation, CPA, Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Accounting and Finance
KS&Co September 2015 - Present
Sempra Energy February 2013 - September 2015
Frank, Rimerman + Co. LLP September 2008 - February 2013
Robert Stilts, CPA January 2007 - August 2008
Skills
ProSystem fx Tax, RIA Checkpoint, PowerPoint, Microsoft Excel, CCH ProSystem fx, ProSystem fx Engagement, ProSystem fx Scan, QuickBooks, BNA Income Tax Planner, Quicken, Income Tax, FAS109, Corporate Tax, Consolidated Returns, Hyperion HFM, OneSource, ASC 740, Foreign Disclosure, SharePoint, SAP Financial, Staff Management, Lacerte, PowerPlant, Manage Client..., Staff Development, High Net Worth..., Nexus, Multi-state tax returns, ProSystem fx Practice..., S Corporations, Financial Reporting, NumberCruncher, Accounting, FIN 48, Tax Returns, Tax Research, Partnership Taxation, CPA, Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Accounting and Finance
Jamie Boardman Jamie Boardman's KS&Co Experience July 2014 - Present
Job Audit Staff at KS&Co
Industry Accounting
Experience
KS&Co July 2014 - Present
KS&Co November 2013 - June 2014
Coffee Rush June 2008 - November 2013
Washington County Drop Box June 2011 - January 2012
Skills
Research, Team Leadership, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Social Media, Teamwork, Windows, Accounting, Financial Audits, Financial Analysis
Education
Portland State University 2013 — 2014
Master of Science in Financial Analysis
Portland State University 2010 — 2013
Bachelor of Science (B.S.), Accounting
University of Washington 2009 — 2010
KS&Co July 2014 - Present
KS&Co November 2013 - June 2014
Coffee Rush June 2008 - November 2013
Washington County Drop Box June 2011 - January 2012
Skills
Research, Team Leadership, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Social Media, Teamwork, Windows, Accounting, Financial Audits, Financial Analysis
Education
Portland State University 2013 — 2014
Master of Science in Financial Analysis
Portland State University 2010 — 2013
Bachelor of Science (B.S.), Accounting
University of Washington 2009 — 2010
E. Keiko Okuda E. Keiko Okuda's KS&Co Experience January 2015 - June 2015
Job Tax Accountant at Isler Northwest LLC
Industry Accounting
Experience
Isler Northwest LLC June 2015 - Present
Portland State University January 2013 - Present
Portland State University October 2014 - Present
KS&Co January 2015 - June 2015
Lyrik Cafe September 2008 - October 2011
Catch A Fire Clothing July 2007 - February 2008
Tuff Gong Clothing July 2006 - July 2007
575 Denim May 2006 - July 2006
Global Brand Marketing Inc. January 2005 - May 2006
Global Brand Marketing January 2003 - January 2005
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Teamwork, Research, Microsoft Word, Teaching, Social Media, Event Planning, Higher Education, Marketing Strategy, Sales, Retail, Customer Service, Marketing, Management, Payroll, Access, Financial Reporting, Employee Training, Bookkeeping, QuickBooks
Education
Portland State University 2012 — 2015
Accounting
Santa Barbara City College 2001 — 2002
Certificate in International Business, 4.0
Getulio Vargas Foundation (FGV) 1996 — 1997
Post-Baccalaureate, Business; Marketing
University of Sao Paulo (USP) 1991 — 1994
Baccalaureate, Social Communication
Portland State University
Isler Northwest LLC June 2015 - Present
Portland State University January 2013 - Present
Portland State University October 2014 - Present
KS&Co January 2015 - June 2015
Lyrik Cafe September 2008 - October 2011
Catch A Fire Clothing July 2007 - February 2008
Tuff Gong Clothing July 2006 - July 2007
575 Denim May 2006 - July 2006
Global Brand Marketing Inc. January 2005 - May 2006
Global Brand Marketing January 2003 - January 2005
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Teamwork, Research, Microsoft Word, Teaching, Social Media, Event Planning, Higher Education, Marketing Strategy, Sales, Retail, Customer Service, Marketing, Management, Payroll, Access, Financial Reporting, Employee Training, Bookkeeping, QuickBooks
Education
Portland State University 2012 — 2015
Accounting
Santa Barbara City College 2001 — 2002
Certificate in International Business, 4.0
Getulio Vargas Foundation (FGV) 1996 — 1997
Post-Baccalaureate, Business; Marketing
University of Sao Paulo (USP) 1991 — 1994
Baccalaureate, Social Communication
Portland State University
Jeff Priester Jeff Priester's KS&Co Experience January 2015 - Present
Job Assurance Staff at KS&Co
Industry Restaurants
Experience
KS&Co January 2015 - Present
Fosters Freeze, LLC. January 2012 - December 2014
Inland Foods, LLC. January 2012 - December 2014
Skills
Accounting, Microsoft Excel, Communication, Mathematics, Time Management, Microsoft Word, Analysis, PowerPoint, Teamwork, Microsoft Office, General Ledger, Finance, QuickBooks, Accounts Payable, Data Analysis, Budgets, Financial Reporting, Accounts Receivable, Data Entry, Access, Bookkeeping, Financial Accounting, Internal Controls, Invoicing
Education
California State Polytechnic University-Pomona 2010 — 2014
Bachelor of Science (BS), Accounting
KS&Co January 2015 - Present
Fosters Freeze, LLC. January 2012 - December 2014
Inland Foods, LLC. January 2012 - December 2014
Skills
Accounting, Microsoft Excel, Communication, Mathematics, Time Management, Microsoft Word, Analysis, PowerPoint, Teamwork, Microsoft Office, General Ledger, Finance, QuickBooks, Accounts Payable, Data Analysis, Budgets, Financial Reporting, Accounts Receivable, Data Entry, Access, Bookkeeping, Financial Accounting, Internal Controls, Invoicing
Education
California State Polytechnic University-Pomona 2010 — 2014
Bachelor of Science (BS), Accounting
Alex Bazor Alex Bazor's KS&Co Experience June 2014 - Present
Job Staff Accountant at KS&Co
Industry Accounting
Experience
KS&Co June 2014 - Present
KS&Co June 2013 - June 2014
Education
Portland State University 2009 — 2014
KS&Co June 2014 - Present
KS&Co June 2013 - June 2014
Education
Portland State University 2009 — 2014
Bao Luong Bao Luong's KS&Co Experience January 2015 - April 2015
Job McGladrey Campus Ambassador, CFO at Compassionate Hands NonProfit Organization
Industry Accounting
Experience
Bàn Tay Nhân Ái Non-Profit Organization (Compassionate Hands) August 2014 - Present
Association Student Inc , CSUF June 2013 - Present
Accounting Society, CSUF June 2013 - Present
IRS Volunteer Income Tax Assistant November 2012 - Present
CSUF Student Recycle Club September 2012 - Present
McGladrey July 2015 - July 2015
KS&Co January 2015 - April 2015
Deloitte June 2014 - June 2014
Volunteer Income Tax Assistant ( VITA ) - IRS November 2012 - May 2013
Vietnamese Club September 2011 - June 2012
Skills
Accounting, Leadership, Public Speaking, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Social Media, Facebook, Financial Accounting, Time Management, Social Media Marketing, Team Leadership, Nonprofits, Team, Social Networking, Access, Research, Analysis, Strategic Planning, Photoshop, Event Planning, Tax Preparation, QuickBooks, Fundraising, Marketing, Photography, Data Analysis, Management, Sales, Financial Reporting, Financial Analysis, Outlook, Budgets, Marketing Strategy, Auditing, Data Entry, Team Building, Event Management, Writing, Payroll, Accounts Receivable, Tax, Finance, Accounts Payable, Retail, Communication
Education
California State University-Fullerton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Pasadena City College 2013 — 2013
Chinese, Chinese Language and Literature
San Gabriel High School 2011 — 2012
Retails Marketing
San Gabriel High School 2010 — 2012
Global Finance, Public Finance
Bàn Tay Nhân Ái Non-Profit Organization (Compassionate Hands) August 2014 - Present
Association Student Inc , CSUF June 2013 - Present
Accounting Society, CSUF June 2013 - Present
IRS Volunteer Income Tax Assistant November 2012 - Present
CSUF Student Recycle Club September 2012 - Present
McGladrey July 2015 - July 2015
KS&Co January 2015 - April 2015
Deloitte June 2014 - June 2014
Volunteer Income Tax Assistant ( VITA ) - IRS November 2012 - May 2013
Vietnamese Club September 2011 - June 2012
Skills
Accounting, Leadership, Public Speaking, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Social Media, Facebook, Financial Accounting, Time Management, Social Media Marketing, Team Leadership, Nonprofits, Team, Social Networking, Access, Research, Analysis, Strategic Planning, Photoshop, Event Planning, Tax Preparation, QuickBooks, Fundraising, Marketing, Photography, Data Analysis, Management, Sales, Financial Reporting, Financial Analysis, Outlook, Budgets, Marketing Strategy, Auditing, Data Entry, Team Building, Event Management, Writing, Payroll, Accounts Receivable, Tax, Finance, Accounts Payable, Retail, Communication
Education
California State University-Fullerton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Pasadena City College 2013 — 2013
Chinese, Chinese Language and Literature
San Gabriel High School 2011 — 2012
Retails Marketing
San Gabriel High School 2010 — 2012
Global Finance, Public Finance
I-Hsuan (Joy) Chen I-Hsuan (Joy) Chen's KS&Co Experience August 2014 - Present
Job Tax Associate at KS&Co
Industry Accounting
Experience
KS&Co August 2014 - Present
Squar Milner January 2014 - April 2014
David Allen Duner CPAs December 2013 - January 2014
Blue Tax Inc. October 2012 - December 2012
Showroom Seven March 2011 - June 2011
Nursing Department, Glendale Community College, CA 91208 April 2008 - May 2009
Skills
Microsoft Office, Financial Analysis, GoSystems, QuickBooks Pro, ProSeries, ProSystem fx Tax, ProSystem fx Engagement, Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Music, Vocalist
Education
University of California, Irvine 2013 — 2014
Master of Professional Accountancy (MPAc), Accounting
University of California, Los Angeles - Extension 2012 — 2013
Accounting Certificate, Accounting, GPA: 3.83
CSUN 2009 — 2012
Bachelor of Music (BM), Vocal Art, GPA: 3.58
KS&Co August 2014 - Present
Squar Milner January 2014 - April 2014
David Allen Duner CPAs December 2013 - January 2014
Blue Tax Inc. October 2012 - December 2012
Showroom Seven March 2011 - June 2011
Nursing Department, Glendale Community College, CA 91208 April 2008 - May 2009
Skills
Microsoft Office, Financial Analysis, GoSystems, QuickBooks Pro, ProSeries, ProSystem fx Tax, ProSystem fx Engagement, Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Music, Vocalist
Education
University of California, Irvine 2013 — 2014
Master of Professional Accountancy (MPAc), Accounting
University of California, Los Angeles - Extension 2012 — 2013
Accounting Certificate, Accounting, GPA: 3.83
CSUN 2009 — 2012
Bachelor of Music (BM), Vocal Art, GPA: 3.58
Claudia Ventura Claudia Ventura's KS&Co Experience July 2015 - Present
Job Tax Intern at KS&Co.
Industry Accounting
Experience
KS&Co July 2015 - Present
KS&Co January 2015 - June 2015
Toma CPA January 2012 - January 2015
Skills
Accounts Receivable, General Ledger, Accounts Payable, Accounting, Bank Reconciliation, Tax Preparation, Bookkeeping, Payroll, Account Reconciliation, QuickBooks, Financial Statements, Payroll Taxes, Sales Tax, Journal Entries, Leadership, Microsoft Excel
Education
California State University-Fullerton 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Business/Management
Santa Ana College 2008 — 2011
Associate of Arts (AA), Business Administration
KS&Co July 2015 - Present
KS&Co January 2015 - June 2015
Toma CPA January 2012 - January 2015
Skills
Accounts Receivable, General Ledger, Accounts Payable, Accounting, Bank Reconciliation, Tax Preparation, Bookkeeping, Payroll, Account Reconciliation, QuickBooks, Financial Statements, Payroll Taxes, Sales Tax, Journal Entries, Leadership, Microsoft Excel
Education
California State University-Fullerton 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Business/Management
Santa Ana College 2008 — 2011
Associate of Arts (AA), Business Administration
Karlee Stephenson Karlee Stephenson's KS&Co Experience January 2015 - May 2015
Job Staff Accountant at GYL Decauwer LLP
Industry Accounting
Experience
GYL Decauwer LLP September 2015 - Present
KS&Co January 2015 - May 2015
Bright Stars Academy July 2009 - December 2014
Skills
Management, Education, Communication, Hands-on Training, Time Management, Timely Decision Making, Ethical Decision Making, Organization, Event Planning, Creativity, Recruitment Advertising, Networking, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Critical Thinking, Customer Service, Microsoft Word, PowerPoint
Education
Cal Poly Pomona 2011 — 2014
Bachelor's degree, Accounting
Mt. San Antonio College 2007 — 2011
Associate's degree (4), Business Administration and Management, Mathematics, Behavioral Sciences
GYL Decauwer LLP September 2015 - Present
KS&Co January 2015 - May 2015
Bright Stars Academy July 2009 - December 2014
Skills
Management, Education, Communication, Hands-on Training, Time Management, Timely Decision Making, Ethical Decision Making, Organization, Event Planning, Creativity, Recruitment Advertising, Networking, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Critical Thinking, Customer Service, Microsoft Word, PowerPoint
Education
Cal Poly Pomona 2011 — 2014
Bachelor's degree, Accounting
Mt. San Antonio College 2007 — 2011
Associate's degree (4), Business Administration and Management, Mathematics, Behavioral Sciences
David Hodge, CPA David Hodge, CPA's KS&Co Experience November 2010 - Present
Job Corporate Tax Accountant
Industry Accounting
Experience
KS&Co November 2010 - Present
Skills
QuickBooks, PowerPoint, Tax Accounting, Income Tax, Corporate Tax, Accounting, Financial Analysis, Financial Reporting, Tax Preparation, Microsoft Excel, GAAP, Tax Advisory, Tax Research, US GAAP, Tax Returns, Financial Accounting, CPA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2009
BA, Business (Accounting)
Saddleback College 2004 — 2007
Associate Degree, Business Administration
KS&Co November 2010 - Present
Skills
QuickBooks, PowerPoint, Tax Accounting, Income Tax, Corporate Tax, Accounting, Financial Analysis, Financial Reporting, Tax Preparation, Microsoft Excel, GAAP, Tax Advisory, Tax Research, US GAAP, Tax Returns, Financial Accounting, CPA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2009
BA, Business (Accounting)
Saddleback College 2004 — 2007
Associate Degree, Business Administration
Margot Linde's KS&Co Experience August 2015 - Present
Job Practice Development & Tax Manager at KS&Co
Industry Accounting
Experience
KS&Co August 2015 - Present
Getty Images November 2012 - May 2015
KS&Co June 2011 - November 2012
KS&Co January 2009 - May 2011
KS&Co June 2008 - December 2008
Skills
Accounting, Partnership Taxation, Tax Preparation, GAAP, Tax, Tax Research, Tax Accounting, Corporate Tax, CPA, International Tax, Internal Controls, Financial Reporting, Revenue Recognition, Financial Accounting, Income Tax, General Ledger, Financial Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance, Spanish Minor
KS&Co August 2015 - Present
Getty Images November 2012 - May 2015
KS&Co June 2011 - November 2012
KS&Co January 2009 - May 2011
KS&Co June 2008 - December 2008
Skills
Accounting, Partnership Taxation, Tax Preparation, GAAP, Tax, Tax Research, Tax Accounting, Corporate Tax, CPA, International Tax, Internal Controls, Financial Reporting, Revenue Recognition, Financial Accounting, Income Tax, General Ledger, Financial Analysis
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance, Spanish Minor
Dylan Florance Dylan Florance's KS&Co Experience June 2012 - Present
Job Newscaster at KSCO
Industry Broadcast Media
Experience
KSCO June 2012 - Present
Urban Outfitters November 2011 - March 2012
Bay Photo Lab January 2011 - May 2011
Cabrillo College November 2010 - March 2011
Skills
IT Hardware Support, Radio Broadcasting, Microsoft Office, Mac, Mac OS
Education
Cabrillo College
KSCO June 2012 - Present
Urban Outfitters November 2011 - March 2012
Bay Photo Lab January 2011 - May 2011
Cabrillo College November 2010 - March 2011
Skills
IT Hardware Support, Radio Broadcasting, Microsoft Office, Mac, Mac OS
Education
Cabrillo College
Allan Lundell Allan Lundell's KS&Co Experience October 2009 - Present
Job Partner, Virtual World Studio
Industry Media Production
Experience
Virtual World Studio December 1994 - Present
KSCO October 2009 - Present
Event Productions 1982 - 2012
DV 1992 - 2000
Mondo 2000 1988 - 1993
Byte Magazine 1981 - 1982
InfoWorld 1979 - 1981
Goddard & Associates 1977 - 1980
Skills
New Media, Digital Media, Video Production, Entrepreneurship, Social Media, Publishing, Video, Facebook, Social Networking, Editing, Public Relations, Video Editing, Blogging, Camera, Advertising, Entertainment, Social Media Marketing, Photography, Media Relations, Content Management, Content Strategy, Film, Music, Copywriting, Editorial, Creative Writing, Web Design, Digital Video, Final Cut Pro, Radio, Television, Film Production, Event Management, Multimedia, Publications, Creative Direction, Storytelling, Digital Marketing, Press Releases, Broadcast, Mac, Magazines, Email Marketing, Publicity, Content Development, Online Advertising, Journalism, Web Content, Online Marketing, Videography
Education
McGill University 1972 — 1976
BA, Human Experimental Psychology
Virtual World Studio December 1994 - Present
KSCO October 2009 - Present
Event Productions 1982 - 2012
DV 1992 - 2000
Mondo 2000 1988 - 1993
Byte Magazine 1981 - 1982
InfoWorld 1979 - 1981
Goddard & Associates 1977 - 1980
Skills
New Media, Digital Media, Video Production, Entrepreneurship, Social Media, Publishing, Video, Facebook, Social Networking, Editing, Public Relations, Video Editing, Blogging, Camera, Advertising, Entertainment, Social Media Marketing, Photography, Media Relations, Content Management, Content Strategy, Film, Music, Copywriting, Editorial, Creative Writing, Web Design, Digital Video, Final Cut Pro, Radio, Television, Film Production, Event Management, Multimedia, Publications, Creative Direction, Storytelling, Digital Marketing, Press Releases, Broadcast, Mac, Magazines, Email Marketing, Publicity, Content Development, Online Advertising, Journalism, Web Content, Online Marketing, Videography
Education
McGill University 1972 — 1976
BA, Human Experimental Psychology
Ryan Sappington, CPA Ryan Sappington, CPA's KS&Co Experience October 2012 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
KS&Co October 2012 - Present
Melton & Melton, LLP November 2011 - November 2012
Benchmark Systems 2007 - 2009
RSI 2006 - 2009
Cliff Frey Construction, Inc 2003 - 2006
Skills
Accounting, Tax, Auditing, Financial Accounting, Tax Accounting, QuickBooks, Bookkeeping, Tax Research, Income Tax, CCH ProSystem fx, Financial Analysis, Management, Accounts Payable, Cost Accounting, Accounts Receivable, S Corporations, Small Business, Microsoft Excel, Construction, High Net Worth..., Management Consulting, Risk Management, Strategic Planning, Customer Service, Corporate Tax, Tax Preparation, CPA, ADP Payroll, Audit, Budgeting, CCH Research, Cognos, Corporations, Customer Relations, Business Management, Employee Management, Excel, Fixed Asset Depreciation, Internal Audit, JD Edwards, Microsoft Office, Partnerships, Project Management, Research, Social Media, PowerPoint, Word, Corptax, Provision for Income...
Education
University of Saint Thomas
Master of Science in Accounting, Accounting, 3.9
George Fox University 2010 — 2011
Bachelor of Arts, Management and Organizational Leadership, 3.6
Chemeketa Community College 1998 — 2011
Associate of Applied Science, Accounting, 3.8
McKay High School 1992 — 1996
Diploma with Honors, Advanced Placement Coursework
KS&Co October 2012 - Present
Melton & Melton, LLP November 2011 - November 2012
Benchmark Systems 2007 - 2009
RSI 2006 - 2009
Cliff Frey Construction, Inc 2003 - 2006
Skills
Accounting, Tax, Auditing, Financial Accounting, Tax Accounting, QuickBooks, Bookkeeping, Tax Research, Income Tax, CCH ProSystem fx, Financial Analysis, Management, Accounts Payable, Cost Accounting, Accounts Receivable, S Corporations, Small Business, Microsoft Excel, Construction, High Net Worth..., Management Consulting, Risk Management, Strategic Planning, Customer Service, Corporate Tax, Tax Preparation, CPA, ADP Payroll, Audit, Budgeting, CCH Research, Cognos, Corporations, Customer Relations, Business Management, Employee Management, Excel, Fixed Asset Depreciation, Internal Audit, JD Edwards, Microsoft Office, Partnerships, Project Management, Research, Social Media, PowerPoint, Word, Corptax, Provision for Income...
Education
University of Saint Thomas
Master of Science in Accounting, Accounting, 3.9
George Fox University 2010 — 2011
Bachelor of Arts, Management and Organizational Leadership, 3.6
Chemeketa Community College 1998 — 2011
Associate of Applied Science, Accounting, 3.8
McKay High School 1992 — 1996
Diploma with Honors, Advanced Placement Coursework
Brian Kehoe, CPA's KS&Co Experience September 2014 - Present
Job Tax Manager at KS & Company
Industry Accounting
Experience
KS&Co September 2014 - Present
McGladrey December 2013 - September 2014
McGladrey April 2013 - December 2013
PwC October 2010 - April 2013
Grandchamp, McBride & Prophet CPAs August 2007 - May 2009
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, Accounting, Tax Preparation, Financial Reporting, CPA, Auditing, GAAP, Financial Analysis, US GAAP, Tax Returns, Financial Accounting, Tax Law, Fixed Assets, Microsoft Excel, SAP, Peachtree, Forecasting, Partnership Taxation
Education
Northern Michigan University 2006 — 2010
Bachelors, Accounting and Chemistry
Lake Superior State University 2005 — 2006
MHS
KS&Co September 2014 - Present
McGladrey December 2013 - September 2014
McGladrey April 2013 - December 2013
PwC October 2010 - April 2013
Grandchamp, McBride & Prophet CPAs August 2007 - May 2009
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, Accounting, Tax Preparation, Financial Reporting, CPA, Auditing, GAAP, Financial Analysis, US GAAP, Tax Returns, Financial Accounting, Tax Law, Fixed Assets, Microsoft Excel, SAP, Peachtree, Forecasting, Partnership Taxation
Education
Northern Michigan University 2006 — 2010
Bachelors, Accounting and Chemistry
Lake Superior State University 2005 — 2006
MHS
Ben M. Reddaway, CPA's KS&Co Experience 2009 - 2011
Job Senior Manager of Individual and Expatriate Tax
Industry Accounting
Experience
Ben M. Reddaway, CPA 2011 - Present
PCC Foundation 2008 - Present
KS&Co 2009 - 2011
KPMG 2002 - 2009
Arthur Andersen LLP 2001 - 2002
Frederick K. Erickson, CPA 2000 - 2001
United States Marine Corps 1994 - 1998
Skills
Expatriate Management, Expatriate Tax, Expatriate..., International Tax, Tax Preparation, Spanish, Individual Taxation, Partnership Taxation, S Corporations, Small Business, Multi-state Payroll, Retirement Plans, Rental Properties, Roth IRA, SEP-IRA, Income Tax Treaty, Social Security..., Secondment Agreements, 401k, Health Savings Accounts, Foreign Tax Credit, Foreign Earned Income..., Foreign Trusts, Foreign Partnerships, Australia Superannuation, Short-term business..., Taxable Fringe Benefits, Education Credits, Assignment Planning, Compensation Planning, Stock Options, Payroll Taxes, Unemployment Insurance, ESPP, ISOs, RSUs, Deferred Compensation, Income Tax, Foreign Affairs, Stocks
Education
University of Portland 1999 — 2001
BBA, Accounting, Spanish
Ben M. Reddaway, CPA 2011 - Present
PCC Foundation 2008 - Present
KS&Co 2009 - 2011
KPMG 2002 - 2009
Arthur Andersen LLP 2001 - 2002
Frederick K. Erickson, CPA 2000 - 2001
United States Marine Corps 1994 - 1998
Skills
Expatriate Management, Expatriate Tax, Expatriate..., International Tax, Tax Preparation, Spanish, Individual Taxation, Partnership Taxation, S Corporations, Small Business, Multi-state Payroll, Retirement Plans, Rental Properties, Roth IRA, SEP-IRA, Income Tax Treaty, Social Security..., Secondment Agreements, 401k, Health Savings Accounts, Foreign Tax Credit, Foreign Earned Income..., Foreign Trusts, Foreign Partnerships, Australia Superannuation, Short-term business..., Taxable Fringe Benefits, Education Credits, Assignment Planning, Compensation Planning, Stock Options, Payroll Taxes, Unemployment Insurance, ESPP, ISOs, RSUs, Deferred Compensation, Income Tax, Foreign Affairs, Stocks
Education
University of Portland 1999 — 2001
BBA, Accounting, Spanish
Aaron Marler Aaron Marler's KS&Co Experience December 2011 - November 2012
Job Credit Analyst at Washington Trust Bank
Industry Banking
Experience
Washington Trust Bank August 2015 - Present
U.S. Bank April 2015 - August 2015
U.S. Bank February 2013 - April 2015
KS&Co December 2011 - November 2012
101 Financial January 2010 - August 2010
Kahuku.Org October 2007 - August 2010
Skills
Accounting, GAAP, Financial Accounting, QuickBooks, Financial Reporting, Tax, Microsoft Excel, Financial Analysis, Accounts Receivable, Accounts Payable, Tax Preparation, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Bookkeeping, Tax Accounting, Internal Controls, Portfolio Performance..., Loan Portfolio Analysis, Commercial Banking
Education
Southern Utah University 2010 — 2011
MAcc, Accounting
Brigham Young University - Hawaii 2006 — 2009
BS, Accounting
Washington Trust Bank August 2015 - Present
U.S. Bank April 2015 - August 2015
U.S. Bank February 2013 - April 2015
KS&Co December 2011 - November 2012
101 Financial January 2010 - August 2010
Kahuku.Org October 2007 - August 2010
Skills
Accounting, GAAP, Financial Accounting, QuickBooks, Financial Reporting, Tax, Microsoft Excel, Financial Analysis, Accounts Receivable, Accounts Payable, Tax Preparation, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Bookkeeping, Tax Accounting, Internal Controls, Portfolio Performance..., Loan Portfolio Analysis, Commercial Banking
Education
Southern Utah University 2010 — 2011
MAcc, Accounting
Brigham Young University - Hawaii 2006 — 2009
BS, Accounting
Jon Skinner Jon Skinner's KS&Co Experience January 2009 - Present
Job Senior Tax Manager at KS&Co LLP
Industry Accounting
Experience
KS&Co January 2009 - Present
KPMG January 2007 - December 2008
KPMG January 2005 - January 2007
Skills
Corporate Tax, Tax, Income Tax, Partnership Taxation, Tax Accounting, International Tax, Accounting, Tax Research, Tax Preparation, Financial Reporting, Internal Controls, FIN 48, GAAP, Tax Advisory, S Corporations, Tax Returns, FAS109
Education
The University of Montana - School of Business Administration 2000 — 2004
Bachelor of Science (B.S.), Accounting
Flathead High School
KS&Co January 2009 - Present
KPMG January 2007 - December 2008
KPMG January 2005 - January 2007
Skills
Corporate Tax, Tax, Income Tax, Partnership Taxation, Tax Accounting, International Tax, Accounting, Tax Research, Tax Preparation, Financial Reporting, Internal Controls, FIN 48, GAAP, Tax Advisory, S Corporations, Tax Returns, FAS109
Education
The University of Montana - School of Business Administration 2000 — 2004
Bachelor of Science (B.S.), Accounting
Flathead High School
Frank Munoz Frank Munoz's KS&Co Experience March 2011 - January 2013
Job Systems Analyst at Jonel Engineering
Industry Computer Software
Experience
Jonel Engineering January 2013 - Present
KS&Co March 2011 - January 2013
Lakeshore Learning Materials December 2009 - March 2011
Bericom IT Design January 2006 - October 2009
Skills
VMware, Cisco IOS, Windows Server, Citrix Metaframe, C++, Visual Studio, Microsoft Exchange, Project Management, Conflict Resolution, Technical Support, Strategic Consulting, MRP, Linux, Unix, Business Process..., CCH ProSystem fx, Active Directory, International Business, Microsoft SQL Server
Education
California State University-Fullerton 2001 — 2007
Bachelor of Arts (B.A.), Management Information Systems, General
Jonel Engineering January 2013 - Present
KS&Co March 2011 - January 2013
Lakeshore Learning Materials December 2009 - March 2011
Bericom IT Design January 2006 - October 2009
Skills
VMware, Cisco IOS, Windows Server, Citrix Metaframe, C++, Visual Studio, Microsoft Exchange, Project Management, Conflict Resolution, Technical Support, Strategic Consulting, MRP, Linux, Unix, Business Process..., CCH ProSystem fx, Active Directory, International Business, Microsoft SQL Server
Education
California State University-Fullerton 2001 — 2007
Bachelor of Arts (B.A.), Management Information Systems, General
Renee Jenkins's KS&Co Experience February 2010 - November 2012
Job Plexus Independent Ambassador at Plexus Worldwide, Inc.
Industry Health, Wellness and Fitness
Experience
Private Real Estate Agent June 2010 - June 2014
ResMed December 2012 - March 2014
KS&Co February 2010 - November 2012
WesCorp 2008 - 2010
FSCC 2006 - 2008
Skills
Strategic Hiring, Recruiting, Payroll, Efficiency Improvement, Employee Relations, Training & Development, Corporate Events, Operational Efficiency, Organizational..., Budgeting, Internal Controls, Accounts Payable, Accounts Receivable, Website Administration, Budgets, Employee Training, Performance Improvement, Analysis, Human Resources, Management, Training, Webmaster Services, Leadership, Project Management
Education
American Public University System 2012 — 2013
Bachelor of Arts (B.A.), Management concentration in Human Resources, 4.0
Private Real Estate Agent June 2010 - June 2014
ResMed December 2012 - March 2014
KS&Co February 2010 - November 2012
WesCorp 2008 - 2010
FSCC 2006 - 2008
Skills
Strategic Hiring, Recruiting, Payroll, Efficiency Improvement, Employee Relations, Training & Development, Corporate Events, Operational Efficiency, Organizational..., Budgeting, Internal Controls, Accounts Payable, Accounts Receivable, Website Administration, Budgets, Employee Training, Performance Improvement, Analysis, Human Resources, Management, Training, Webmaster Services, Leadership, Project Management
Education
American Public University System 2012 — 2013
Bachelor of Arts (B.A.), Management concentration in Human Resources, 4.0
Mike Parrott, CFP® Mike Parrott, CFP®'s KS&Co Experience January 2007 - Present
Job President at Center Point Management
Industry Management Consulting
Experience
Center Point Management December 2006 - Present
KS&Co January 2007 - Present
Accumulus Corporation April 2013 - September 2015
Streamit February 2011 - February 2013
Ater Wynne March 2003 - February 2011
Comerica September 2000 - November 2002
Charles Schwab September 1999 - September 2000
Fidelity Investments July 1989 - April 1998
National Educational Services August 1987 - July 1989
Trans-Ocean Photos, Inc. May 1986 - May 1987
Skills
Business Development, Entrepreneurship, Strategy, Venture Capital, Accounting, Financial Modeling, Business Networking, Management, New Business Development, Business, Start-ups, P&L Management, Leadership, Marketing, Consulting, Executive Management, Social Skills, Corporate Development, Technology, Angel Investing, Product Marketing, Go-to-market Strategy, Tax, Business Strategy, Sales Process, Strategic Partnerships, Training, Mergers & Acquisitions, Strategic Planning, Sales Management, Management Consulting, Sales, Business Planning, Portfolio Management, Product Management, SaaS, Strategic Consulting, CRM, Professional Services, Analysis, Corporate Finance, Team Management, Product Evangelism, Investment Management, Sales Operations, Lead Generation
Education
Comerica 2001 — 2001
Credit College
College for Financial Planning 1992 — 1994
CFP®, Financial Planning
Washington State University 1981 — 1986
B.A., Business Administration / Marketing
Center Point Management December 2006 - Present
KS&Co January 2007 - Present
Accumulus Corporation April 2013 - September 2015
Streamit February 2011 - February 2013
Ater Wynne March 2003 - February 2011
Comerica September 2000 - November 2002
Charles Schwab September 1999 - September 2000
Fidelity Investments July 1989 - April 1998
National Educational Services August 1987 - July 1989
Trans-Ocean Photos, Inc. May 1986 - May 1987
Skills
Business Development, Entrepreneurship, Strategy, Venture Capital, Accounting, Financial Modeling, Business Networking, Management, New Business Development, Business, Start-ups, P&L Management, Leadership, Marketing, Consulting, Executive Management, Social Skills, Corporate Development, Technology, Angel Investing, Product Marketing, Go-to-market Strategy, Tax, Business Strategy, Sales Process, Strategic Partnerships, Training, Mergers & Acquisitions, Strategic Planning, Sales Management, Management Consulting, Sales, Business Planning, Portfolio Management, Product Management, SaaS, Strategic Consulting, CRM, Professional Services, Analysis, Corporate Finance, Team Management, Product Evangelism, Investment Management, Sales Operations, Lead Generation
Education
Comerica 2001 — 2001
Credit College
College for Financial Planning 1992 — 1994
CFP®, Financial Planning
Washington State University 1981 — 1986
B.A., Business Administration / Marketing
Viorica Croitoru, CPA, MBA Viorica Croitoru, CPA, MBA's KS&Co Experience July 2014 - November 2014
Job Senior Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
KS&Co July 2014 - November 2014
Kieckhafer, Schiffer & Company LLP August 2009 - July 2014
Walker & Company August 2005 - August 2009
Skills
Tax, Corporate Tax, Income Tax, GAAP, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Sarbanes-Oxley Act, QuickBooks, Revenue Recognition, Financial Analysis, FIN 48, Strategic Financial..., Accounts Payable, Tax Accounting, Accounts Receivable, Partnership Taxation, S Corporations
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2002 — 2004
MBA, Finance and Accounting
1995 — 2000
JD, LAW
McGladrey December 2014 - Present
KS&Co July 2014 - November 2014
Kieckhafer, Schiffer & Company LLP August 2009 - July 2014
Walker & Company August 2005 - August 2009
Skills
Tax, Corporate Tax, Income Tax, GAAP, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Sarbanes-Oxley Act, QuickBooks, Revenue Recognition, Financial Analysis, FIN 48, Strategic Financial..., Accounts Payable, Tax Accounting, Accounts Receivable, Partnership Taxation, S Corporations
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2002 — 2004
MBA, Finance and Accounting
1995 — 2000
JD, LAW
Rachael Shelton Rachael Shelton's KS&Co Experience May 2009 - Present
Job Property Manager, Real Estate Salesperson at JR Parrish Commercial Real Estate
Industry Real Estate
Experience
JR Parrish Commercial Real Estate June 2012 - Present
KSCO May 2009 - Present
Monterey Bay Property Management February 2007 - Present
Local Focus Guide May 2011 - December 2014
Blasczyk Physical Therapy July 2007 - January 2010
Skills
PowerPoint, Word, Competitive Analysis, Accounting, Business Planning, Excel, Quickbooks, Microsoft Word, Microsoft Excel, Marketing, Analysis, Budgets, Customer Service, Social Networking, Time Management, Research, Investments, Sales
Education
California State University-Monterey Bay 2009 — 2011
BS, Business, Dean's List 2009-2011
Cabrillo College 2005 — 2009
Associate of Arts (AA), General Education
University of California, Santa Cruz 2004 — 2005
Credits in Psychology, English, Psychology
JR Parrish Commercial Real Estate June 2012 - Present
KSCO May 2009 - Present
Monterey Bay Property Management February 2007 - Present
Local Focus Guide May 2011 - December 2014
Blasczyk Physical Therapy July 2007 - January 2010
Skills
PowerPoint, Word, Competitive Analysis, Accounting, Business Planning, Excel, Quickbooks, Microsoft Word, Microsoft Excel, Marketing, Analysis, Budgets, Customer Service, Social Networking, Time Management, Research, Investments, Sales
Education
California State University-Monterey Bay 2009 — 2011
BS, Business, Dean's List 2009-2011
Cabrillo College 2005 — 2009
Associate of Arts (AA), General Education
University of California, Santa Cruz 2004 — 2005
Credits in Psychology, English, Psychology
Greg Fletcher, CPA's KS&Co Experience June 2005 - Present
Job Partner, KS&Co LLP
Industry Accounting
Experience
KS&Co June 2005 - Present
KPMG August 2002 - June 2005
KPMG Audit 2002 - 2005
Arthur Andersen LLP January 2000 - August 2002
Ernst & Young January 1999 - January 2000
Education
Portland State University - School of Business 1995 — 1997
BS, Accounting
KS&Co June 2005 - Present
KPMG August 2002 - June 2005
KPMG Audit 2002 - 2005
Arthur Andersen LLP January 2000 - August 2002
Ernst & Young January 1999 - January 2000
Education
Portland State University - School of Business 1995 — 1997
BS, Accounting
Carole (Jodi) Trent's KS&Co Experience November 2012 - Present
Job Director at KS&Co
Industry Accounting
Experience
KS&Co November 2012 - Present
Moss Adams December 2006 - November 2012
KPMG 2000 - 2006
Deloitte May 1998 - November 1999
Arthur Andersen LLP 1991 - 1996
Skills
International Tax, Tax Advisory, Corporate Tax, Tax, Income Tax, High Net Worth..., Tax Research, Estate Planning, CPA, Tax Returns, Partnership Taxation, Tax Preparation, Tax Accounting, GAAP, S Corporations
Education
University of New Orleans 1993 — 1998
Binghamton University - School of Management 1987 — 1991
KS&Co November 2012 - Present
Moss Adams December 2006 - November 2012
KPMG 2000 - 2006
Deloitte May 1998 - November 1999
Arthur Andersen LLP 1991 - 1996
Skills
International Tax, Tax Advisory, Corporate Tax, Tax, Income Tax, High Net Worth..., Tax Research, Estate Planning, CPA, Tax Returns, Partnership Taxation, Tax Preparation, Tax Accounting, GAAP, S Corporations
Education
University of New Orleans 1993 — 1998
Binghamton University - School of Management 1987 — 1991
Beowulf Rochlen's KS&Co Experience 1997 - 1998
Job Managing Editor at EpicTimes
Industry Media Production
Experience
Genesis Communications - "Gotta Know" Florida July 2014 - Present
EpicTimes.com June 2014 - Present
The Costa Report April 2014 - Present
Premiere January 2014 - May 2014
Talk Radio Network July 2002 - September 2013
KUSP 2006 - 2006
AOL June 2000 - August 2001
KGO-810AM 1999 - 1999
KSCO 1997 - 1998
Skills
Radio Producing, Broadcast, Adobe Audition, Radio Broadcasting, Television, Radio, Video Production, Voice Over, New Media, Audio Editing, Media Production, Broadcast Journalism, Radio Host, Commercials, Producing, Radio Advertising, Video, Storytelling, Sound, Radio Production
Education
University of California, Santa Cruz 1994 — 1998
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Sir Francis Drake High School
Genesis Communications - "Gotta Know" Florida July 2014 - Present
EpicTimes.com June 2014 - Present
The Costa Report April 2014 - Present
Premiere January 2014 - May 2014
Talk Radio Network July 2002 - September 2013
KUSP 2006 - 2006
AOL June 2000 - August 2001
KGO-810AM 1999 - 1999
KSCO 1997 - 1998
Skills
Radio Producing, Broadcast, Adobe Audition, Radio Broadcasting, Television, Radio, Video Production, Voice Over, New Media, Audio Editing, Media Production, Broadcast Journalism, Radio Host, Commercials, Producing, Radio Advertising, Video, Storytelling, Sound, Radio Production
Education
University of California, Santa Cruz 1994 — 1998
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Sir Francis Drake High School
Amy Wang, CPA, CISA's KS&Co Experience August 2007 - February 2011
Job Sr. Internal Auditor at Masimo
Industry Investment Management
Experience
Masimo March 2015 - Present
The Compass Group (Compass Diversifed Holidings) July 2011 - March 2015
Automatic Data Processing February 2011 - July 2011
KS&Co August 2007 - February 2011
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, Employee Benefits, Financial Analysis, Business Analysis, Small Business, Sarbanes-Oxley Act, Microsoft Excel, Revenue Recognition, Microsoft Word, Analysis, Accounts Payable, Outlook, Budget, Financial Modeling, Accounts Receivable, Account Reconciliation, Internal Audit, Budgets, Corporate Finance, Sarbanes-Oxley
Education
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2007
MBA, Accounting and Finance
University of Arizona 2002 — 2005
BS, Business Management
Masimo March 2015 - Present
The Compass Group (Compass Diversifed Holidings) July 2011 - March 2015
Automatic Data Processing February 2011 - July 2011
KS&Co August 2007 - February 2011
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, Employee Benefits, Financial Analysis, Business Analysis, Small Business, Sarbanes-Oxley Act, Microsoft Excel, Revenue Recognition, Microsoft Word, Analysis, Accounts Payable, Outlook, Budget, Financial Modeling, Accounts Receivable, Account Reconciliation, Internal Audit, Budgets, Corporate Finance, Sarbanes-Oxley
Education
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2007
MBA, Accounting and Finance
University of Arizona 2002 — 2005
BS, Business Management
Joel Dullum's KS&Co Experience November 2014 - Present
Job Partner at KS&Co
Industry Accounting
Experience
KS&Co November 2014 - Present
KPMG June 2002 - October 2014
KPMG 2002 - 2009
Skills
Tax Research, Income Tax, Tax Accounting, Corporate Tax, International Tax, CPA, Transfer Pricing, Due Diligence, US Tax, GAAP, Tax, SEC filings, Big 4, Tax Advisory, US GAAP, FIN 48
Education
Brigham Young University 1995 — 2002
Masters, Accounting - Tax Emphasis
KS&Co November 2014 - Present
KPMG June 2002 - October 2014
KPMG 2002 - 2009
Skills
Tax Research, Income Tax, Tax Accounting, Corporate Tax, International Tax, CPA, Transfer Pricing, Due Diligence, US Tax, GAAP, Tax, SEC filings, Big 4, Tax Advisory, US GAAP, FIN 48
Education
Brigham Young University 1995 — 2002
Masters, Accounting - Tax Emphasis
Asa Altmark's KS&Co Experience February 2012 - June 2013
Job International Tax Director at KS&Co
Industry Accounting
Experience
ESCO Corporation July 2013 - Present
KS&Co February 2012 - June 2013
Grant Thornton LLP September 2007 - January 2012
KPMG 1996 - 2007
Skills
International Tax..., International Tax, Tax Accounting, Corporate Tax
Education
University of California, Santa Barbara
Bachelor of Science, Business Economics
ESCO Corporation July 2013 - Present
KS&Co February 2012 - June 2013
Grant Thornton LLP September 2007 - January 2012
KPMG 1996 - 2007
Skills
International Tax..., International Tax, Tax Accounting, Corporate Tax
Education
University of California, Santa Barbara
Bachelor of Science, Business Economics
Danielle Ems's KS&Co Experience August 1999 - October 2003
Job Financial Reporting Manager at MOARK LLC
Industry Food Production
Experience
MOARK LLC October 2008 - Present
Squar Milner January 2005 - July 2008
Hein & Associates January 2004 - January 2005
KS&Co August 1999 - October 2003
LCP International March 1994 - July 1999
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, US GAAP, Mergers & Acquisitions, Revenue Recognition, Internal Controls, Auditing, Cost Accounting, General Ledger, Consolidation
Education
California State University-Long Beach 1989 — 1993
BS, Accountancy
MOARK LLC October 2008 - Present
Squar Milner January 2005 - July 2008
Hein & Associates January 2004 - January 2005
KS&Co August 1999 - October 2003
LCP International March 1994 - July 1999
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, US GAAP, Mergers & Acquisitions, Revenue Recognition, Internal Controls, Auditing, Cost Accounting, General Ledger, Consolidation
Education
California State University-Long Beach 1989 — 1993
BS, Accountancy
Darin Pretti, CPA's KS&Co Experience June 2007 - Present
Job Tax Manager at KS&Co
Industry Accounting
Experience
KS&Co June 2007 - Present
Skills
Income Tax, Tax, Accounting, S Corporations, Corporate Tax, Tax Preparation
Education
Washington State University 2010 — 2012
Masters of Accounting, Taxation
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
Bachelor of Science, Accounting, Finance
KS&Co June 2007 - Present
Skills
Income Tax, Tax, Accounting, S Corporations, Corporate Tax, Tax Preparation
Education
Washington State University 2010 — 2012
Masters of Accounting, Taxation
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
Bachelor of Science, Accounting, Finance
Heather Weide Janzen's KS&Co Experience December 2012 - October 2013
Job Director of Finance & Administration at AnyMeeting
Industry Accounting
Experience
AnyMeeting March 2014 - January 2015
KS&Co December 2012 - October 2013
Neudesic March 2007 - December 2012
Skills
SharePoint, Business Intelligence, Business Analysis, ERP, Business Process..., Great Plains Software, Financial Reporting, Accounting, Process Improvement, JD Edwards, Microsoft Dynamics, SAP, Forecasting, Access, Sarbanes-Oxley Act, Business Process, IT Strategy, Financial Analysis, Budgets, Analysis, Financial Accounting, PeopleSoft, Microsoft CRM, Auditing, Internal Audit, General Ledger, Accounts Payable, QuickBooks, Tax, Management, Closings
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Business Management
University of La Verne
BA, Accounting
AnyMeeting March 2014 - January 2015
KS&Co December 2012 - October 2013
Neudesic March 2007 - December 2012
Skills
SharePoint, Business Intelligence, Business Analysis, ERP, Business Process..., Great Plains Software, Financial Reporting, Accounting, Process Improvement, JD Edwards, Microsoft Dynamics, SAP, Forecasting, Access, Sarbanes-Oxley Act, Business Process, IT Strategy, Financial Analysis, Budgets, Analysis, Financial Accounting, PeopleSoft, Microsoft CRM, Auditing, Internal Audit, General Ledger, Accounts Payable, QuickBooks, Tax, Management, Closings
Education
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Business Management
University of La Verne
BA, Accounting
Christopher Batress's KS&Co Experience January 2015 - Present
Job Staff Tax Accountant at KS&Co
Industry Accounting
Experience
KS&Co January 2015 - Present
California State Board of Equalization June 2014 - November 2014
Utility Trailer Manufacturing Company January 2014 - February 2014
Self-employed September 2007 - September 2013
Skills
Tutoring, K-12, QuickBooks, Accounting, Tax Preparation, Financial Accounting, Tax, Bookkeeping, Income Tax, Financial Reporting, GAAP, Financial Statements, General Ledger, Tax Accounting, Peachtree
Education
Cal Poly Pomona 2012 — 2014
Bachelor’s Degree, Accounting
KS&Co January 2015 - Present
California State Board of Equalization June 2014 - November 2014
Utility Trailer Manufacturing Company January 2014 - February 2014
Self-employed September 2007 - September 2013
Skills
Tutoring, K-12, QuickBooks, Accounting, Tax Preparation, Financial Accounting, Tax, Bookkeeping, Income Tax, Financial Reporting, GAAP, Financial Statements, General Ledger, Tax Accounting, Peachtree
Education
Cal Poly Pomona 2012 — 2014
Bachelor’s Degree, Accounting
Monique Bertram's KS&Co Experience January 2012 - Present
Job Partner at Kieckhafer Schiffer & Company LLP
Industry Accounting
Experience
KS&Co January 2012 - Present
PricewaterhouseCoopers September 1999 - January 2012
KPMG March 1997 - September 1999
Oregon Department of Revenue November 1993 - March 1997
Skills
Corporate Tax, Income Tax, State Tax, Tax, Tax Advisory, FIN 48, Tax Research
Education
Montana State University-Bozeman 1989 — 1992
BS, Accounting
University of Oregon 1988 — 1989
Accounting
KS&Co January 2012 - Present
PricewaterhouseCoopers September 1999 - January 2012
KPMG March 1997 - September 1999
Oregon Department of Revenue November 1993 - March 1997
Skills
Corporate Tax, Income Tax, State Tax, Tax, Tax Advisory, FIN 48, Tax Research
Education
Montana State University-Bozeman 1989 — 1992
BS, Accounting
University of Oregon 1988 — 1989
Accounting
Ann Chen, CPA's KS&Co Experience July 2005 - July 2014
Job Tax Manager at MAC
Industry Accounting
Experience
MAC July 2014 - Present
KS&Co July 2005 - July 2014
Skills
Tax Accounting, Corporate Tax, Partnership Taxation, Income Tax, S Corporations, Tax Preparation, Tax Advisory, Accounting, Tax Research, QuickBooks, Strategic Financial..., Tax Returns, ProSystem fx Tax, Assurance, US GAAP, CCH ProSystem fx, CCH Intelliconnect, High Net Worth..., US Tax, International Tax..., Financial Analysis, International Tax
Education
USC Marshall School of Business 2003 — 2005
Master's degree, Taxation
California State University-Fullerton 1998 — 2000
Bachelor's degree, Accounting and Management Information Systems
MAC July 2014 - Present
KS&Co July 2005 - July 2014
Skills
Tax Accounting, Corporate Tax, Partnership Taxation, Income Tax, S Corporations, Tax Preparation, Tax Advisory, Accounting, Tax Research, QuickBooks, Strategic Financial..., Tax Returns, ProSystem fx Tax, Assurance, US GAAP, CCH ProSystem fx, CCH Intelliconnect, High Net Worth..., US Tax, International Tax..., Financial Analysis, International Tax
Education
USC Marshall School of Business 2003 — 2005
Master's degree, Taxation
California State University-Fullerton 1998 — 2000
Bachelor's degree, Accounting and Management Information Systems
Jimmy Onizuka's KS&Co Experience 2003 - 2008
Job Sr Manager at Deloitte Tax
Industry Accounting
Experience
Deloitte July 2008 - Present
KS&Co 2003 - 2008
Education
University of California, Irvine 1998 — 2002
Deloitte July 2008 - Present
KS&Co 2003 - 2008
Education
University of California, Irvine 1998 — 2002
Allen Plass's KS&Co Experience June 2012 - September 2014
Job Tax Executive
Industry Accounting
Experience
Ernst & Young LLP October 2014 - Present
KS&Co June 2012 - September 2014
EY September 1986 - June 2012
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
Bachelor of Science (BS), Accounting
Ernst & Young LLP October 2014 - Present
KS&Co June 2012 - September 2014
EY September 1986 - June 2012
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
Bachelor of Science (BS), Accounting
Joseph Bean's KS&Co Experience July 2012 - Present
Job Senior Tax Accountant at KS&Co
Industry Accounting
Experience
KS&Co July 2012 - Present
Education
California State University-Long Beach 2010 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management, Magna Cum Laude
KS&Co July 2012 - Present
Education
California State University-Long Beach 2010 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management, Magna Cum Laude
Ryan McKinstry's KS&Co Experience December 2014 - Present
Job
Industry Accounting
Experience
KS&Co December 2014 - Present
Education
Portland State University 2013 — 2015
Post-Bacc Certificate, Accounting
University of Oregon 2006 — 2010
Bachelor of Science (B.S.), Biology
KS&Co December 2014 - Present
Education
Portland State University 2013 — 2015
Post-Bacc Certificate, Accounting
University of Oregon 2006 — 2010
Bachelor of Science (B.S.), Biology