Lautze & Lautze
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Lautze & Lautze Employees
Employee
Years
Job
Industry
Kimberly Knapp Kimberly Knapp's Lautze & Lautze Experience October 2014 - April 2015
Job Assurance Associate at Ernst & Young
Industry Accounting
Experience
EY May 2015 - Present
Lautze & Lautze October 2014 - April 2015
Lautze & Lautze November 2011 - September 2014
San Diego Tax Services February 2011 - May 2011
Skills
Tax Returns, Corporate Tax, Tax Preparation, GAAP, Tax, Accounting, Income Tax, General Ledger, Financial Reporting, Financial Accounting, Auditing, Internal Controls
Education
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting, English
EY May 2015 - Present
Lautze & Lautze October 2014 - April 2015
Lautze & Lautze November 2011 - September 2014
San Diego Tax Services February 2011 - May 2011
Skills
Tax Returns, Corporate Tax, Tax Preparation, GAAP, Tax, Accounting, Income Tax, General Ledger, Financial Reporting, Financial Accounting, Auditing, Internal Controls
Education
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting, English
Amy Chu Amy Chu's Lautze & Lautze Experience January 2012 - April 2012
Job
Industry Accounting
Experience
Lautze & Lautze January 2012 - April 2012
Elsener & Elsener, LLP January 2009 - September 2011
Chu's Chinese Restaurant February 2003 - December 2008
Jones & Roth, PC January 2008 - April 2008
University of Oregon January 2008 - April 2008
Skills
Accounting, Tax, Tax Preparation, Microsoft Office, Microsoft Excel, ProSystem fx Tax, Customer Service, Financial Statements, QuickBooks, Analysis, Bookkeeping, Tax Returns, Financial Reporting, Corporate Tax, S Corporations, Partnership Taxation, Limited Partnerships
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Accounting, Minor in Japanese
Lautze & Lautze January 2012 - April 2012
Elsener & Elsener, LLP January 2009 - September 2011
Chu's Chinese Restaurant February 2003 - December 2008
Jones & Roth, PC January 2008 - April 2008
University of Oregon January 2008 - April 2008
Skills
Accounting, Tax, Tax Preparation, Microsoft Office, Microsoft Excel, ProSystem fx Tax, Customer Service, Financial Statements, QuickBooks, Analysis, Bookkeeping, Tax Returns, Financial Reporting, Corporate Tax, S Corporations, Partnership Taxation, Limited Partnerships
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Accounting, Minor in Japanese
Brian Chong, CPA Brian Chong, CPA's Lautze & Lautze Experience 2013 - 2014
Job CPA, EA, MST
Industry Financial Services
Experience
Chong Tax & Financial Services 2014 - Present
Lautze & Lautze 2013 - 2014
EY 2010 - 2012
Cisco 2008 - 2009
Marcus & Millichap 2006 - 2008
Skills
Accounting, Tax, Auditing, CPA, Investments, Financial Reporting, Internal Controls, Financial Accounting, Income Tax, Sarbanes-Oxley Act, GAAP, QuickBooks, Tax Preparation, Financial Planners, Finance, Employee Benefits, Retirement, Strategic Financial..., Financial Planning, Marketing Strategy
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
San Jose State University
Master of Science (M.S.), Taxation
Chong Tax & Financial Services 2014 - Present
Lautze & Lautze 2013 - 2014
EY 2010 - 2012
Cisco 2008 - 2009
Marcus & Millichap 2006 - 2008
Skills
Accounting, Tax, Auditing, CPA, Investments, Financial Reporting, Internal Controls, Financial Accounting, Income Tax, Sarbanes-Oxley Act, GAAP, QuickBooks, Tax Preparation, Financial Planners, Finance, Employee Benefits, Retirement, Strategic Financial..., Financial Planning, Marketing Strategy
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
San Jose State University
Master of Science (M.S.), Taxation
Madeline DeMedal Madeline DeMedal's Lautze & Lautze Experience May 2014 - Present
Job Staff Accountant at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze May 2014 - Present
Cohen & Company October 2012 - April 2014
Skills
GAAP, CPA, Tax Preparation, General Ledger, Accounting, Tax, Financial Statements, Financial Reporting, Auditing, Internal Controls, Financial Accounting, US GAAP, Fixed Assets, Income Tax
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Lautze & Lautze May 2014 - Present
Cohen & Company October 2012 - April 2014
Skills
GAAP, CPA, Tax Preparation, General Ledger, Accounting, Tax, Financial Statements, Financial Reporting, Auditing, Internal Controls, Financial Accounting, US GAAP, Fixed Assets, Income Tax
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Katelyn Davidson Katelyn Davidson's Lautze & Lautze Experience August 2011 - Present
Job Tax Supervisor CPA at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze August 2011 - Present
Marcum LLP September 2010 - August 2011
Lauer, Georgatos & Covel, APC January 2005 - September 2010
Sony Pictures Entertainment June 2003 - August 2003
Skills
Tax Preparation, Auditing, Tax, GAAP, CPA, Account Reconciliation, Tax Research, Fixed Assets, IRS, Tax Returns, Partnership Taxation, Income Tax, Accounting, SEC filings, Finance
Education
University of San Diego 2003 — 2006
Bachelor of Accountancy, Accounting
University of Washington 2002 — 2003
Transfer
Cedarcrest High School
Lautze & Lautze August 2011 - Present
Marcum LLP September 2010 - August 2011
Lauer, Georgatos & Covel, APC January 2005 - September 2010
Sony Pictures Entertainment June 2003 - August 2003
Skills
Tax Preparation, Auditing, Tax, GAAP, CPA, Account Reconciliation, Tax Research, Fixed Assets, IRS, Tax Returns, Partnership Taxation, Income Tax, Accounting, SEC filings, Finance
Education
University of San Diego 2003 — 2006
Bachelor of Accountancy, Accounting
University of Washington 2002 — 2003
Transfer
Cedarcrest High School
Heidi Coffer Heidi Coffer's Lautze & Lautze Experience September 1997 - December 2011
Job Certified Public Accountant
Industry Accounting
Experience
Heidi L. Coffer, CPA, Inc. August 2007 - Present
Boys & Girls Clubs of San Francisco 2007 - 2013
Lautze & Lautze September 1997 - December 2011
Aronson & Company 1999 - 2000
Maryanov Madsen Gordon & Campbell CPAs 1993 - 1997
Skills
Accounting, Auditing, Non-profits, Tax, Income Tax, GAAP, Financial Reporting, Internal Controls, General Ledger, QuickBooks, CPA, Microsoft Office, Budgets, Tax Returns, Strategic Planning, Leases, Tax Preparation, Analysis, SEC filings, Revenue Recognition
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelor of Science (BS), Business - Accounting
Heidi L. Coffer, CPA, Inc. August 2007 - Present
Boys & Girls Clubs of San Francisco 2007 - 2013
Lautze & Lautze September 1997 - December 2011
Aronson & Company 1999 - 2000
Maryanov Madsen Gordon & Campbell CPAs 1993 - 1997
Skills
Accounting, Auditing, Non-profits, Tax, Income Tax, GAAP, Financial Reporting, Internal Controls, General Ledger, QuickBooks, CPA, Microsoft Office, Budgets, Tax Returns, Strategic Planning, Leases, Tax Preparation, Analysis, SEC filings, Revenue Recognition
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelor of Science (BS), Business - Accounting
Alicia On Alicia On's Lautze & Lautze Experience January 2007 - November 2013
Job Tax Senior Manager at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP December 2013 - Present
Lautze & Lautze January 2007 - November 2013
Deloitte Tax January 1999 - December 2006
Skills
GAAP, Tax, Accounting, Income Tax
Education
San Francisco State University
Accounting
DZH Phillips LLP December 2013 - Present
Lautze & Lautze January 2007 - November 2013
Deloitte Tax January 1999 - December 2006
Skills
GAAP, Tax, Accounting, Income Tax
Education
San Francisco State University
Accounting
Diana Mok, CPA Diana Mok, CPA's Lautze & Lautze Experience August 2011 - April 2014
Job Financial Accounting Analyst at Pacific Gas and Electric Company
Industry Accounting
Experience
Pacific Gas and Electric Company April 2014 - Present
Lautze & Lautze August 2011 - April 2014
Cesar Chavez Student Center, San Francisco State University May 2010 - July 2011
Skills
Auditing, Accounting, Tax Preparation, Financial Statements, Financial Accounting, Financial Reporting, Internal Controls, Leadership, US GAAP, Nonprofits, CPA, OMB Circular A-133, ProSystem fx Tax, Public Accounting, SAP, SAP Financial
Education
San Francisco State University, College of Business 2009 — 2011
Bachelor of Science, Accounting
Pacific Gas and Electric Company April 2014 - Present
Lautze & Lautze August 2011 - April 2014
Cesar Chavez Student Center, San Francisco State University May 2010 - July 2011
Skills
Auditing, Accounting, Tax Preparation, Financial Statements, Financial Accounting, Financial Reporting, Internal Controls, Leadership, US GAAP, Nonprofits, CPA, OMB Circular A-133, ProSystem fx Tax, Public Accounting, SAP, SAP Financial
Education
San Francisco State University, College of Business 2009 — 2011
Bachelor of Science, Accounting
Jose Cadena Jose Cadena's Lautze & Lautze Experience September 2012 - June 2014
Job Auditor at Armanino
Industry Accounting
Experience
Armanino LLP July 2014 - Present
Lautze & Lautze September 2012 - June 2014
Lindquist, von Husen & Joyce September 2011 - September 2012
Skills
Tax Preparation, QuickBooks, Accounting, Financial Statements, GAAP, Financial Accounting, General Ledger, Auditing, Tax, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Lacerte, Payroll, Fixed Assets, Internal Controls, Income Tax, Cost Accounting
Education
California State University-Fresno 2003 — 2008
Bachelor of Science (B.S.), Business Administration, Accountancy
Armanino LLP July 2014 - Present
Lautze & Lautze September 2012 - June 2014
Lindquist, von Husen & Joyce September 2011 - September 2012
Skills
Tax Preparation, QuickBooks, Accounting, Financial Statements, GAAP, Financial Accounting, General Ledger, Auditing, Tax, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Lacerte, Payroll, Fixed Assets, Internal Controls, Income Tax, Cost Accounting
Education
California State University-Fresno 2003 — 2008
Bachelor of Science (B.S.), Business Administration, Accountancy
Nina Harris, MBA Nina Harris, MBA's Lautze & Lautze Experience August 2013 - Present
Job Staff Accountant at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze August 2013 - Present
Lorry I. Lokey Graduate School of Business, Mills College January 2013 - May 2013
Effie's Heart May 2012 - May 2013
Volunteer Income Tax Assistance Program January 2012 - May 2012
TheatreWorks February 2007 - July 2011
Skills
Theatre, Costumes, Budgets, Project Planning, Apparel, Wardrobe, Event Planning, Nonprofits, Textiles, Fundraising, Research, Volunteer Management, Microsoft Excel, Teaching
Education
Mills College, Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
University of California, Santa Cruz 2005 — 2006
Graduate Certificate, Theater Arts
University of California, Santa Cruz 2001 — 2005
BA, Theater Arts
Lowell High School 1997 — 2001
High School Diploma
Lautze & Lautze August 2013 - Present
Lorry I. Lokey Graduate School of Business, Mills College January 2013 - May 2013
Effie's Heart May 2012 - May 2013
Volunteer Income Tax Assistance Program January 2012 - May 2012
TheatreWorks February 2007 - July 2011
Skills
Theatre, Costumes, Budgets, Project Planning, Apparel, Wardrobe, Event Planning, Nonprofits, Textiles, Fundraising, Research, Volunteer Management, Microsoft Excel, Teaching
Education
Mills College, Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
University of California, Santa Cruz 2005 — 2006
Graduate Certificate, Theater Arts
University of California, Santa Cruz 2001 — 2005
BA, Theater Arts
Lowell High School 1997 — 2001
High School Diploma
Antoinette Saliba Antoinette Saliba's Lautze & Lautze Experience June 2015 - Present
Job Experienced Administrative Assistant
Industry Consumer Services
Experience
Lautze & Lautze June 2015 - Present
Office Team December 2014 - Present
Cohen Greve & Company CPA PC July 2013 - October 2014
Dale Carnegie Training 2002 - October 2014
J & A Designs, Custom Embroidery & Printing 1996 - June 2014
Office Team 2014 - 2014
Office Team 2014 - 2014
Office Team 2014 - 2014
Middle Country School District 2008 - June 2013
Rocky Point Boces Summer Program July 2012 - August 2012
Skills
Customer Service, Public Speaking, Newsletters, Fundraising, Outlook, Non-profits, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Spreadsheets, High Organizational..., Organization &..., Accounts Payable, Accounts Receivable, Payroll, Office Management, Project Planning, Vendor Management, Inventory Management, Coaching, Small Business, Leadership Development, People Skills, Staff Development, Human Resources, Leadership, Nonprofits, Time Management, Administration, Administrative..., Management
Education
Dale Carnegie 2003 — 2003
Dale Carnegie Course: Effective Communications & Human Relations/Skills For Success, Success Tools
Suffolk County Community College
AAS, Computer Information Systems
Lautze & Lautze June 2015 - Present
Office Team December 2014 - Present
Cohen Greve & Company CPA PC July 2013 - October 2014
Dale Carnegie Training 2002 - October 2014
J & A Designs, Custom Embroidery & Printing 1996 - June 2014
Office Team 2014 - 2014
Office Team 2014 - 2014
Office Team 2014 - 2014
Middle Country School District 2008 - June 2013
Rocky Point Boces Summer Program July 2012 - August 2012
Skills
Customer Service, Public Speaking, Newsletters, Fundraising, Outlook, Non-profits, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Spreadsheets, High Organizational..., Organization &..., Accounts Payable, Accounts Receivable, Payroll, Office Management, Project Planning, Vendor Management, Inventory Management, Coaching, Small Business, Leadership Development, People Skills, Staff Development, Human Resources, Leadership, Nonprofits, Time Management, Administration, Administrative..., Management
Education
Dale Carnegie 2003 — 2003
Dale Carnegie Course: Effective Communications & Human Relations/Skills For Success, Success Tools
Suffolk County Community College
AAS, Computer Information Systems
Ronald P. Yee Ronald P. Yee's Lautze & Lautze Experience July 1978 - May 1980
Job Certified Public Accountant
Industry Accounting
Experience
Certified Public Accountant January 1981 - Present
Campari May 2000 - December 2002
Bechtel June 1980 - April 1998
Spectrum Federal Credit Union May 1992 - October 1995
Pacific Engineers & Constructors, Ltd. June 1984 - September 1989
Lautze & Lautze July 1978 - May 1980
CCH May 1977 - June 1979
Deloitte January 1976 - June 1977
Skills
Internal Controls, Management Consulting, Employee Benefits, Credit, Corporate Tax, Tax, CPA, Financial Analysis, Accounting, Auditing, Payroll, Income Tax, Financial Planners, Financial Statements, Account Reconciliation, Financial Accounting, Financial Reporting, Mergers & Acquisitions, Corporate Law, Due Diligence, Project Planning, Financial Modeling, Accounts Payable, US Tax, Accounts Receivable, QuickBooks, Bookkeeping, Tax Returns, SEC filings, IRS, Budgets, Sarbanes-Oxley Act, International Tax
Education
Golden Gate University 1978 — 1983
MBA, Taxation
University of California, Berkeley, Haas School of Business 1974 — 1976
BS, Accounting Finance
Cragmont
Certified Public Accountant January 1981 - Present
Campari May 2000 - December 2002
Bechtel June 1980 - April 1998
Spectrum Federal Credit Union May 1992 - October 1995
Pacific Engineers & Constructors, Ltd. June 1984 - September 1989
Lautze & Lautze July 1978 - May 1980
CCH May 1977 - June 1979
Deloitte January 1976 - June 1977
Skills
Internal Controls, Management Consulting, Employee Benefits, Credit, Corporate Tax, Tax, CPA, Financial Analysis, Accounting, Auditing, Payroll, Income Tax, Financial Planners, Financial Statements, Account Reconciliation, Financial Accounting, Financial Reporting, Mergers & Acquisitions, Corporate Law, Due Diligence, Project Planning, Financial Modeling, Accounts Payable, US Tax, Accounts Receivable, QuickBooks, Bookkeeping, Tax Returns, SEC filings, IRS, Budgets, Sarbanes-Oxley Act, International Tax
Education
Golden Gate University 1978 — 1983
MBA, Taxation
University of California, Berkeley, Haas School of Business 1974 — 1976
BS, Accounting Finance
Cragmont
Jennifer L. Allen Jennifer L. Allen's Lautze & Lautze Experience February 2006 - September 2012
Job Certified Public Accountant at Jennifer L. Allen, CPA
Industry Accounting
Experience
Jennifer L. Allen, CPA August 2015 - Present
Richard F. Luker, CPA September 2012 - July 2015
Lautze & Lautze February 2006 - September 2012
Gap Inc. 2000 - 2005
Skills
QuickBooks, Financial Accounting, Accounting, Tax Preparation, Tax Research, CPA, Tax Returns
Education
Saint Mary's College of California 1998 — 2000
Bachelor of Arts (B.A.)
Jennifer L. Allen, CPA August 2015 - Present
Richard F. Luker, CPA September 2012 - July 2015
Lautze & Lautze February 2006 - September 2012
Gap Inc. 2000 - 2005
Skills
QuickBooks, Financial Accounting, Accounting, Tax Preparation, Tax Research, CPA, Tax Returns
Education
Saint Mary's College of California 1998 — 2000
Bachelor of Arts (B.A.)
Kiyo Nakamura Kiyo Nakamura's Lautze & Lautze Experience April 2015 - Present
Job Accounting Specialist at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze April 2015 - Present
EY September 2011 - April 2014
EY January 2008 - September 2011
Nishimoto Trading Co., Ltd. March 2007 - August 2007
Shaddy Co. Ltd. March 2000 - January 2003
Skills
IFRS, Assurance, Auditing, Sarbanes-Oxley Act, Internal Controls, IT Audit, Internal Audit, External Audit, Enterprise Risk..., CPA, CISA
Education
De Anza College 2004 — 2007
AA
Osaka University of Economics and Law 1996 — 2000
BA
Lautze & Lautze April 2015 - Present
EY September 2011 - April 2014
EY January 2008 - September 2011
Nishimoto Trading Co., Ltd. March 2007 - August 2007
Shaddy Co. Ltd. March 2000 - January 2003
Skills
IFRS, Assurance, Auditing, Sarbanes-Oxley Act, Internal Controls, IT Audit, Internal Audit, External Audit, Enterprise Risk..., CPA, CISA
Education
De Anza College 2004 — 2007
AA
Osaka University of Economics and Law 1996 — 2000
BA
Sue Kent Sue Kent's Lautze & Lautze Experience June 2001 - Present
Job Audit Director at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze June 2001 - Present
Bryden Johnson & Co 1988 - 2000
Education
Institute of Chartered Accountants in England and Wales
ACA
Lautze & Lautze June 2001 - Present
Bryden Johnson & Co 1988 - 2000
Education
Institute of Chartered Accountants in England and Wales
ACA
Michael Fujii, CPA, CGMA, MST Michael Fujii, CPA, CGMA, MST's Lautze & Lautze Experience May 2015 - Present
Job Manager at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze May 2015 - Present
QuickBooks January 2009 - Present
Petrinovich Pugh & Company LLP January 2006 - April 2015
Santa Barbara Maritime Museum June 2000 - December 2005
Skills
Construction, Accounting, Non-profits, Tax, CPA, QuickBooks, US GAAP, Financial Analysis, Tax Preparation, GAAP, Revenue Recognition, Corporate Tax, Income Tax, Tax Research, SEC filings, Nonprofits, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Tax Accounting, Assurance, Finance, Financial Audits, Management, Leadership, Microsoft Excel, Budgets, Financial Modeling, Financial Statements, Financial Planning, General Ledger, Mergers & Acquisitions, Due Diligence, Tax Returns, Start-ups
Education
San Jose State University 2010 — 2014
Master's degree, Taxation
University of California, Santa Barbara 1996 — 2000
BA, Business Economics with an Accounting Emphasis
Lautze & Lautze May 2015 - Present
QuickBooks January 2009 - Present
Petrinovich Pugh & Company LLP January 2006 - April 2015
Santa Barbara Maritime Museum June 2000 - December 2005
Skills
Construction, Accounting, Non-profits, Tax, CPA, QuickBooks, US GAAP, Financial Analysis, Tax Preparation, GAAP, Revenue Recognition, Corporate Tax, Income Tax, Tax Research, SEC filings, Nonprofits, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Tax Accounting, Assurance, Finance, Financial Audits, Management, Leadership, Microsoft Excel, Budgets, Financial Modeling, Financial Statements, Financial Planning, General Ledger, Mergers & Acquisitions, Due Diligence, Tax Returns, Start-ups
Education
San Jose State University 2010 — 2014
Master's degree, Taxation
University of California, Santa Barbara 1996 — 2000
BA, Business Economics with an Accounting Emphasis
Arthur Salazar Arthur Salazar's Lautze & Lautze Experience August 2002 - June 2006
Job Director of Tax Services at Bezich, Urquidez & Salazar Certified Public Accountants, Inc.
Industry Accounting
Experience
Bezich, Urquidez & Salazar Certified Public Accountants, Inc. December 2012 - Present
Arthur Salazar Inc Public Accounting & Business Consulting October 2010 - December 2012
Glenn M. Gelman & Associates June 2009 - September 2010
Stonefield Josephson April 2008 - May 2009
Wright Ford Young & Co. August 2006 - April 2008
Lautze & Lautze August 2002 - June 2006
Brown Adams LLP January 1999 - August 2002
Costco Wholesale June 1992 - January 1999
Skills
Retirement Planning, Business Planning, Tax Advisory, Tax Returns, High Net Worth..., Strategic Financial..., Trusts, Finance, Managerial Finance, Estate Tax Planning, Internal Audit, Estate Planning, Mergers & Acquisitions, Nonprofits, LLC, Financial Advisory, Bookkeeping, Succession Planning, S Corporations, Payroll, Cash Flow, Investments, Marketing, Corporate Finance, Tax Research, Financial Modeling, Partnership Taxation, Business, Wealth Management, Due Diligence, Restructuring, IRS, US GAAP, Financial Statements, Tax Law, Financial Planning
Education
University of Southern California 2007 — 2009
MBT, Business Taxation
University of California, Riverside 1992 — 1996
B.S., Business Administration
Bezich, Urquidez & Salazar Certified Public Accountants, Inc. December 2012 - Present
Arthur Salazar Inc Public Accounting & Business Consulting October 2010 - December 2012
Glenn M. Gelman & Associates June 2009 - September 2010
Stonefield Josephson April 2008 - May 2009
Wright Ford Young & Co. August 2006 - April 2008
Lautze & Lautze August 2002 - June 2006
Brown Adams LLP January 1999 - August 2002
Costco Wholesale June 1992 - January 1999
Skills
Retirement Planning, Business Planning, Tax Advisory, Tax Returns, High Net Worth..., Strategic Financial..., Trusts, Finance, Managerial Finance, Estate Tax Planning, Internal Audit, Estate Planning, Mergers & Acquisitions, Nonprofits, LLC, Financial Advisory, Bookkeeping, Succession Planning, S Corporations, Payroll, Cash Flow, Investments, Marketing, Corporate Finance, Tax Research, Financial Modeling, Partnership Taxation, Business, Wealth Management, Due Diligence, Restructuring, IRS, US GAAP, Financial Statements, Tax Law, Financial Planning
Education
University of Southern California 2007 — 2009
MBT, Business Taxation
University of California, Riverside 1992 — 1996
B.S., Business Administration
Diana Gil-Ochoa Diana Gil-Ochoa's Lautze & Lautze Experience 2009 - 2009
Job Senior Tax Consultant at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte October 2011 - Present
Fontanello, Duffield, & Otake, LLP June 2009 - October 2011
Lautze & Lautze 2009 - 2009
Washington Mutual June 2003 - July 2008
Ireland San Filippo, LLP 2008 - 2008
Skills
Accounting, Corporate Tax, Nonprofits, Tax, Teamwork
Education
Santa Clara University 2005 — 2009
Accounting
st. francis high school
Deloitte October 2011 - Present
Fontanello, Duffield, & Otake, LLP June 2009 - October 2011
Lautze & Lautze 2009 - 2009
Washington Mutual June 2003 - July 2008
Ireland San Filippo, LLP 2008 - 2008
Skills
Accounting, Corporate Tax, Nonprofits, Tax, Teamwork
Education
Santa Clara University 2005 — 2009
Accounting
st. francis high school
Joyce Zagrzebski Joyce Zagrzebski's Lautze & Lautze Experience October 2000 - Present
Job Director of Tax and Trust Accounting Services
Industry Accounting
Experience
Lautze & Lautze October 2000 - Present
San Francisco Bay Jazz Ensemble 2013 - Present
Archdiocese of San Francisco April 1998 - Present
Skills
Tax, Tax Preparation, Accounting, LLC, Estate Planning, Financial Accounting, Preparation, Small Business, Consulting, Problem Solving, Trusts, Estate Administration, Cash Flow, Wealth, Income Tax, Strategic Financial..., Investments, Mergers & Acquisitions, Asset Allocation, Real Estate Taxation, Closely Held Businesses, Passthrough Entities, Probate Code, Estate and Trust..., Management, Financial Planning, Business
Education
Golden Gate University
MS, Taxation
Lautze & Lautze October 2000 - Present
San Francisco Bay Jazz Ensemble 2013 - Present
Archdiocese of San Francisco April 1998 - Present
Skills
Tax, Tax Preparation, Accounting, LLC, Estate Planning, Financial Accounting, Preparation, Small Business, Consulting, Problem Solving, Trusts, Estate Administration, Cash Flow, Wealth, Income Tax, Strategic Financial..., Investments, Mergers & Acquisitions, Asset Allocation, Real Estate Taxation, Closely Held Businesses, Passthrough Entities, Probate Code, Estate and Trust..., Management, Financial Planning, Business
Education
Golden Gate University
MS, Taxation
Roger Bulosan Roger Bulosan's Lautze & Lautze Experience January 1988 - Present
Job
Industry Accounting
Experience
Lautze & Lautze January 1988 - Present
Skills
GAAP, Financial Reporting, Auditing, Tax, Internal Controls, Nonprofits, SEC filings, CPA, Revenue Recognition, US GAAP, Accounting
Education
Golden Gate University
BS, Accounting
Lautze & Lautze January 1988 - Present
Skills
GAAP, Financial Reporting, Auditing, Tax, Internal Controls, Nonprofits, SEC filings, CPA, Revenue Recognition, US GAAP, Accounting
Education
Golden Gate University
BS, Accounting
Derek Klescewski, CPA's Lautze & Lautze Experience February 2010 - March 2014
Job Accounting Manager at Tri Tool Inc.
Industry Accounting
Experience
Tri Tool Inc March 2014 - Present
Lautze & Lautze February 2010 - March 2014
YMCA of Embarcadero January 2012 - February 2014
KPMG 2010 - 2010
PricewaterhouseCoopers January 2008 - July 2009
Pacific Coast Building Products 2005 - 2006
Skills
Accounting, Tax, Auditing, Internal Controls, GAAP, Financial Statements, Finance, Financial Audits, Leadership, Financial Reporting, US GAAP, CPA, Financial Accounting, Account Reconciliation
Education
California State University-Sacramento 2003 — 2007
BS, Accounting
California State University-Sacramento
Accounting
Tri Tool Inc March 2014 - Present
Lautze & Lautze February 2010 - March 2014
YMCA of Embarcadero January 2012 - February 2014
KPMG 2010 - 2010
PricewaterhouseCoopers January 2008 - July 2009
Pacific Coast Building Products 2005 - 2006
Skills
Accounting, Tax, Auditing, Internal Controls, GAAP, Financial Statements, Finance, Financial Audits, Leadership, Financial Reporting, US GAAP, CPA, Financial Accounting, Account Reconciliation
Education
California State University-Sacramento 2003 — 2007
BS, Accounting
California State University-Sacramento
Accounting
Alexandra Kharmats, CPA Alexandra Kharmats, CPA's Lautze & Lautze Experience August 2011 - November 2012
Job Controller at San Francisco Friends School
Industry Higher Education
Experience
San Francisco Friends School October 2012 - Present
Lautze & Lautze August 2011 - November 2012
Burr, Pilger & Mayer LLP October 2009 - August 2011
Independent Contractor January 2006 - August 2009
Skills
Financial Reporting, Accounting
Education
San Francisco State University
Accounting
San Francisco Friends School October 2012 - Present
Lautze & Lautze August 2011 - November 2012
Burr, Pilger & Mayer LLP October 2009 - August 2011
Independent Contractor January 2006 - August 2009
Skills
Financial Reporting, Accounting
Education
San Francisco State University
Accounting
Joel S Smith, MST, CPA, CMA's Lautze & Lautze Experience December 2004 - April 2009
Job CPA Tax Compliance & Consulting for Individuals, C Corporations, S Corporations, LLC's, Partnerships & NonProfits
Industry Accounting
Experience
Joel S. Smith, CPA August 2012 - Present
BNI 2011 - Present
The Networking Circle 2012 - 2013
Bregante & Company May 2009 - August 2012
Institute of Management Accountants - San Francisco Chapter July 2006 - June 2009
Lautze & Lautze December 2004 - April 2009
Boas & Boas 1999 - 2003
Vincent Fortunado & Joan Kahr 1998 - 1999
Bechtel August 1994 - October 1996
Skills
Quickbooks, Accounting, Excel, Tax, Cash Management, Budgeting, General Ledger, Income Tax, Microsoft Excel, QuickBooks, Budgets, Tax Preparation, Financial Statements, Tax Returns, CPA, Financial Reporting, Bookkeeping, IRS, Small Business, Corporate Tax, S Corporations, Tax Accounting, Payroll, LLC, Invoicing
Education
Golden Gate University 2010 — 2014
Masters, Taxation
University of California, Berkeley - Walter A. Haas School of Business
B.S., Accounting & Finance
Joel S. Smith, CPA August 2012 - Present
BNI 2011 - Present
The Networking Circle 2012 - 2013
Bregante & Company May 2009 - August 2012
Institute of Management Accountants - San Francisco Chapter July 2006 - June 2009
Lautze & Lautze December 2004 - April 2009
Boas & Boas 1999 - 2003
Vincent Fortunado & Joan Kahr 1998 - 1999
Bechtel August 1994 - October 1996
Skills
Quickbooks, Accounting, Excel, Tax, Cash Management, Budgeting, General Ledger, Income Tax, Microsoft Excel, QuickBooks, Budgets, Tax Preparation, Financial Statements, Tax Returns, CPA, Financial Reporting, Bookkeeping, IRS, Small Business, Corporate Tax, S Corporations, Tax Accounting, Payroll, LLC, Invoicing
Education
Golden Gate University 2010 — 2014
Masters, Taxation
University of California, Berkeley - Walter A. Haas School of Business
B.S., Accounting & Finance
Michelle Dunne's Lautze & Lautze Experience August 2014 - Present
Job Audit Staff at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze August 2014 - Present
Novogradac & Company LLP January 2014 - April 2014
PETERSON HOLDINGS COMPANY LIMITED 2014 - 2014
Skills
Accounting, Auditing, 990 Tax Returns, Communication, Proofreading, ProSystem fx Engagement, Microsoft Excel, Microsoft Word
Education
Golden Gate University 2014 — 2016
Master’s Degree, Accounting
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor’s Degree, Accounting
Lautze & Lautze August 2014 - Present
Novogradac & Company LLP January 2014 - April 2014
PETERSON HOLDINGS COMPANY LIMITED 2014 - 2014
Skills
Accounting, Auditing, 990 Tax Returns, Communication, Proofreading, ProSystem fx Engagement, Microsoft Excel, Microsoft Word
Education
Golden Gate University 2014 — 2016
Master’s Degree, Accounting
Gonzaga University - School of Business Administration 2009 — 2013
Bachelor’s Degree, Accounting
Craig Schroeder Craig Schroeder's Lautze & Lautze Experience October 1993 - October 1995
Job Financial Controller of the Americas at Microlease (formerly MetricTest)
Industry Accounting
Experience
L4C8, LLC July 2010 - Present
Microlease (formerly MetricTest) July 2014 - May 2015
MetroPCS October 2007 - July 2010
Episcopal Senior Communities December 2006 - June 2007
Old Republic Title Company October 1997 - November 2006
Brown and Caldwell December 1996 - September 1997
Lautze & Lautze October 1993 - October 1995
Seiberlich Accountancy Corporation July 1990 - October 1993
Skills
Accounting, Financial Reporting, Team Building, SOX 404, SEC filings, Financial Audits, Income Tax, Cash Management, Financial Analysis, Auditing, General Ledger, Payroll, Budgets, Account Reconciliation, ERP Implementations, Financial Statements, Internal Controls, GAAP, Finance, Mergers & Acquisitions, Accounts Payable, Forecasting, Sarbanes-Oxley Act
Education
Platteville High School
St. Olaf College 1986 — 1990
BA, Mathematics
California State University-Hayward 1990 — 1992
Accounting and Auditing coursework
University of Wisconsin-Platteville
L4C8, LLC July 2010 - Present
Microlease (formerly MetricTest) July 2014 - May 2015
MetroPCS October 2007 - July 2010
Episcopal Senior Communities December 2006 - June 2007
Old Republic Title Company October 1997 - November 2006
Brown and Caldwell December 1996 - September 1997
Lautze & Lautze October 1993 - October 1995
Seiberlich Accountancy Corporation July 1990 - October 1993
Skills
Accounting, Financial Reporting, Team Building, SOX 404, SEC filings, Financial Audits, Income Tax, Cash Management, Financial Analysis, Auditing, General Ledger, Payroll, Budgets, Account Reconciliation, ERP Implementations, Financial Statements, Internal Controls, GAAP, Finance, Mergers & Acquisitions, Accounts Payable, Forecasting, Sarbanes-Oxley Act
Education
Platteville High School
St. Olaf College 1986 — 1990
BA, Mathematics
California State University-Hayward 1990 — 1992
Accounting and Auditing coursework
University of Wisconsin-Platteville
Felicia Redus's Lautze & Lautze Experience 2005 - 2007
Job Experienced office worker
Industry Broadcast Media
Experience
Dolby Laboratories September 2007 - August 2010
Lautze & Lautze 2005 - 2007
Harris Bretell August 2002 - December 2004
Skills
Customer Service, Outlook, Microsoft Office, Public Speaking, Microsoft Word, Human Resources, Accounting, Facebook, Public Relations, Management, Event Management, Social Media, Microsoft Excel, Social Networking, Fundraising, Marketing, Event Planning, Coaching, Office Administration, Social Media Marketing, Blogging
Education
City College of San Francisco 2000 — 2001
Associates of Arts, General Education
City College of San Francisco
Associates of Arts, Fashion Merchandising
Landmark Education
Dolby Laboratories September 2007 - August 2010
Lautze & Lautze 2005 - 2007
Harris Bretell August 2002 - December 2004
Skills
Customer Service, Outlook, Microsoft Office, Public Speaking, Microsoft Word, Human Resources, Accounting, Facebook, Public Relations, Management, Event Management, Social Media, Microsoft Excel, Social Networking, Fundraising, Marketing, Event Planning, Coaching, Office Administration, Social Media Marketing, Blogging
Education
City College of San Francisco 2000 — 2001
Associates of Arts, General Education
City College of San Francisco
Associates of Arts, Fashion Merchandising
Landmark Education
David Holling's Lautze & Lautze Experience 2001 - 2007
Job Director of Finance at Sunset Development Company
Industry Commercial Real Estate
Experience
Sunset Development Company April 2015 - Present
Family Office and Related Investment Company August 2013 - March 2015
Shorenstein Realty Services November 2007 - July 2013
Lautze & Lautze 2001 - 2007
Skills
Financial Reporting, Accounting, Audit, GAAP, Budgeting, Internal Controls, Auditing, CPA, Financial Analysis, General Ledger, Financial Modeling, Real Estate, Sarbanes-Oxley Act, Due Diligence, Budgets, Cash Management, QuickBooks
Education
Amador Valley HS
California Polytechnic State University-San Luis Obispo
BS, Business Administration with concentration in Accounting
Sunset Development Company April 2015 - Present
Family Office and Related Investment Company August 2013 - March 2015
Shorenstein Realty Services November 2007 - July 2013
Lautze & Lautze 2001 - 2007
Skills
Financial Reporting, Accounting, Audit, GAAP, Budgeting, Internal Controls, Auditing, CPA, Financial Analysis, General Ledger, Financial Modeling, Real Estate, Sarbanes-Oxley Act, Due Diligence, Budgets, Cash Management, QuickBooks
Education
Amador Valley HS
California Polytechnic State University-San Luis Obispo
BS, Business Administration with concentration in Accounting
Kevin Haller's Lautze & Lautze Experience September 2005 - January 2011
Job Manager at Petrinovich Pugh & Company, LLP
Industry Accounting
Experience
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP September 2012 - June 2014
Robert Lee & Associates, LLP January 2011 - September 2012
Lautze & Lautze September 2005 - January 2011
CROSSMARK September 2005 - July 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, QuickBooks, Tax, Revenue Recognition, Tax Preparation, US GAAP, Financial Accounting, Income Tax, CPA, SEC filings, General Ledger, Financial Analysis, Corporate Tax, Sarbanes-Oxley Act, Tax Research, Account Reconciliation, Bookkeeping
Education
Santa Clara University 2005 — 2005
Accounting
University of Colorado Colorado Springs 2002 — 2004
University of Northern Colorado 1998 — 2002
Business
Coronado High School
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP September 2012 - June 2014
Robert Lee & Associates, LLP January 2011 - September 2012
Lautze & Lautze September 2005 - January 2011
CROSSMARK September 2005 - July 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, QuickBooks, Tax, Revenue Recognition, Tax Preparation, US GAAP, Financial Accounting, Income Tax, CPA, SEC filings, General Ledger, Financial Analysis, Corporate Tax, Sarbanes-Oxley Act, Tax Research, Account Reconciliation, Bookkeeping
Education
Santa Clara University 2005 — 2005
Accounting
University of Colorado Colorado Springs 2002 — 2004
University of Northern Colorado 1998 — 2002
Business
Coronado High School
Colby Heaton's Lautze & Lautze Experience October 1994 - June 1998
Job Chief Financial Officer at California Waterfowl Association
Industry Nonprofit Organization Management
Experience
California Waterfowl Association June 2004 - Present
Hubacher Cadillac & Land Rover June 2001 - June 2004
Peat Marwick June 1998 - June 2001
Lautze & Lautze October 1994 - June 1998
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, New Business Development, Marketing Strategy, Financial Analysis, Finance, Revenue Recognition
Education
University of California, Santa Barbara 1988 — 1993
BA, Business Economics
other
California Waterfowl Association June 2004 - Present
Hubacher Cadillac & Land Rover June 2001 - June 2004
Peat Marwick June 1998 - June 2001
Lautze & Lautze October 1994 - June 1998
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, New Business Development, Marketing Strategy, Financial Analysis, Finance, Revenue Recognition
Education
University of California, Santa Barbara 1988 — 1993
BA, Business Economics
other
Eudora Ting's Lautze & Lautze Experience September 1994 - November 1998
Job Accountant, CPA
Industry Accounting
Experience
San Mateo-Foster City School District July 2012 - Present
California Teachers Association November 1998 - April 2000
Lautze & Lautze September 1994 - November 1998
Skills
Auditing, Customer Service, Accounts Receivable
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
BS, Bus Ad
City College of San Francisco 1990 — 1992
AA, Accounting
San Mateo-Foster City School District July 2012 - Present
California Teachers Association November 1998 - April 2000
Lautze & Lautze September 1994 - November 1998
Skills
Auditing, Customer Service, Accounts Receivable
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
BS, Bus Ad
City College of San Francisco 1990 — 1992
AA, Accounting
Galina Saunicheva, CPA's Lautze & Lautze Experience February 2011 - April 2013
Job .
Industry Accounting
Experience
Burr Pilger Mayer August 2013 - Present
Lautze & Lautze February 2011 - April 2013
Abbott, Stringham & Lynch August 2008 - March 2010
Abbott, Stringham & Lynch January 2008 - April 2008
Novosibirsk Cellular Communications (Sotel) November 1997 - June 2000
Skills
Income Tax, Auditing, Financial Reporting, CCH ProSystem fx, QuickBooks, CPA, Tax Preparation, GoFileRoom, ProSystem Fixed Assets, Prosystem Scan, GAAP
Education
San Jose State University 2007 — 2008
MS, Accounting
Siberian State University of Telecommunications and Information Sciences 1992 — 1997
BS, Electrical Engineering
Burr Pilger Mayer August 2013 - Present
Lautze & Lautze February 2011 - April 2013
Abbott, Stringham & Lynch August 2008 - March 2010
Abbott, Stringham & Lynch January 2008 - April 2008
Novosibirsk Cellular Communications (Sotel) November 1997 - June 2000
Skills
Income Tax, Auditing, Financial Reporting, CCH ProSystem fx, QuickBooks, CPA, Tax Preparation, GoFileRoom, ProSystem Fixed Assets, Prosystem Scan, GAAP
Education
San Jose State University 2007 — 2008
MS, Accounting
Siberian State University of Telecommunications and Information Sciences 1992 — 1997
BS, Electrical Engineering
Larry Dahl's Lautze & Lautze Experience 1986 - 1999
Job CPA at D H Scott & Company LLP
Industry Accounting
Experience
D H Scott & Company LLP September 1999 - Present
Lautze & Lautze Accountancy Corporation September 1986 - May 1999
Lautze & Lautze 1986 - 1999
Skills
SEC filings, Accounting, Financial Reporting, Internal Controls, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Partnership Taxation, S Corporations, CPA, Tax Research, Performance Management, Team Building, Tax Preparation, Tax Returns, GAAP, Tax Accounting, IRS
Education
California State University-East Bay 1975 — 1979
BS Business, Accounting
D H Scott & Company LLP September 1999 - Present
Lautze & Lautze Accountancy Corporation September 1986 - May 1999
Lautze & Lautze 1986 - 1999
Skills
SEC filings, Accounting, Financial Reporting, Internal Controls, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Partnership Taxation, S Corporations, CPA, Tax Research, Performance Management, Team Building, Tax Preparation, Tax Returns, GAAP, Tax Accounting, IRS
Education
California State University-East Bay 1975 — 1979
BS Business, Accounting
Smita Singh, CPA's Lautze & Lautze Experience January 2008 - August 2010
Job Senior Accountant
Industry Real Estate
Experience
G. W. Williams, Inc. December 2012 - February 2015
Bare Escentuals August 2011 - November 2012
DiscoveRx March 2011 - July 2011
Collins & Associates August 2010 - February 2011
Lautze & Lautze January 2008 - August 2010
Veenu Prashar Inc. 2006 - 2007
Skills
Financial Reporting, GAAP, Revenue Recognition, Auditing, Sarbanes-Oxley Act, Internal Controls, SEC filings, General Ledger, Accruals, QuickBooks, Account Reconciliation, Oracle R12 Financials, Sage Business Works, Financial Statements, Financial Accounting, Tax Preparation, Accounting, Financial Analysis, US GAAP, Tax, Finance, Internal Audit, Accounts Payable, SEC Filings
Education
Banaras Hindu University
Bachelor’s Degree, Accounting
G. W. Williams, Inc. December 2012 - February 2015
Bare Escentuals August 2011 - November 2012
DiscoveRx March 2011 - July 2011
Collins & Associates August 2010 - February 2011
Lautze & Lautze January 2008 - August 2010
Veenu Prashar Inc. 2006 - 2007
Skills
Financial Reporting, GAAP, Revenue Recognition, Auditing, Sarbanes-Oxley Act, Internal Controls, SEC filings, General Ledger, Accruals, QuickBooks, Account Reconciliation, Oracle R12 Financials, Sage Business Works, Financial Statements, Financial Accounting, Tax Preparation, Accounting, Financial Analysis, US GAAP, Tax, Finance, Internal Audit, Accounts Payable, SEC Filings
Education
Banaras Hindu University
Bachelor’s Degree, Accounting
Bonnie Bao's Lautze & Lautze Experience July 2007 - March 2010
Job Staff Accountant at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze July 2007 - March 2010
Cordovano & Honeck, LLP 2006 - 2007
Rothstein Kass 2005 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master, Accounting
Ocean University of China 1994 — 1998
B.A., English
Lautze & Lautze July 2007 - March 2010
Cordovano & Honeck, LLP 2006 - 2007
Rothstein Kass 2005 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master, Accounting
Ocean University of China 1994 — 1998
B.A., English
Emily Rosenthal's Lautze & Lautze Experience 2001 - 2006
Job Onboarding & Transitions Consultant Transaction Advisory Services
Industry Accounting
Experience
EY November 2014 - Present
EY February 2012 - October 2014
SF Playhouse 2012 - 2012
EY November 2006 - February 2011
Impact Theatre May 2004 - March 2010
Shotgun Players October 2006 - January 2010
NCTC Performing Arts Theatre 2007 - 2007
Lautze & Lautze 2001 - 2006
NOVO 2000 - 2001
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Budgets, Project Management, Event Management, Event Planning, Social Media, Management, Recruiting, Marketing Communications, Human Resources, PowerPoint, Public Relations, Organizational..., Outlook, Public Speaking, Leadership, Training, Social Networking
Education
San Jose State University 1993 — 1997
Bachelor's Degree, Dance
SHRM
Sequoia High School
High School diploma
EY November 2014 - Present
EY February 2012 - October 2014
SF Playhouse 2012 - 2012
EY November 2006 - February 2011
Impact Theatre May 2004 - March 2010
Shotgun Players October 2006 - January 2010
NCTC Performing Arts Theatre 2007 - 2007
Lautze & Lautze 2001 - 2006
NOVO 2000 - 2001
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Budgets, Project Management, Event Management, Event Planning, Social Media, Management, Recruiting, Marketing Communications, Human Resources, PowerPoint, Public Relations, Organizational..., Outlook, Public Speaking, Leadership, Training, Social Networking
Education
San Jose State University 1993 — 1997
Bachelor's Degree, Dance
SHRM
Sequoia High School
High School diploma
Yifan (Yvonne) Zhang's Lautze & Lautze Experience September 2004 - Present
Job Tax at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze September 2004 - Present
Teng Accountancy Corporation February 1997 - August 2004
Education
Texas Tech University - Rawls College of Business 1994 — 1996
MSA, Accounting
Southern Illinois University, Carbondale 1991 — 1994
BS, Accounting
Lautze & Lautze September 2004 - Present
Teng Accountancy Corporation February 1997 - August 2004
Education
Texas Tech University - Rawls College of Business 1994 — 1996
MSA, Accounting
Southern Illinois University, Carbondale 1991 — 1994
BS, Accounting
Ken Ellingboe's Lautze & Lautze Experience August 1992 - May 1998
Job Controller Marin Academy
Industry Accounting
Experience
Marin Academy May 1998 - Present
Marin Academy May 1998 - Present
Lautze & Lautze August 1992 - May 1998
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Accounting
Marin Academy May 1998 - Present
Marin Academy May 1998 - Present
Lautze & Lautze August 1992 - May 1998
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Accounting
Chris Waetzig, CPA's Lautze & Lautze Experience July 2008 - September 2008
Job Associate Advisor at Moss Adams Wealth Advisors LLC
Industry Financial Services
Experience
Moss Adams Wealth Advisors LLC December 2014 - Present
Moss Adams Wealth Advisors LLC November 2013 - December 2014
Moss Adams LLP July 2010 - November 2013
Lautze & Lautze July 2008 - September 2008
Education
Gonzaga University 2009 — 2010
Masters of Accountancy
Gonzaga University 2005 — 2009
Bachelors of Business Administration
Moss Adams Wealth Advisors LLC December 2014 - Present
Moss Adams Wealth Advisors LLC November 2013 - December 2014
Moss Adams LLP July 2010 - November 2013
Lautze & Lautze July 2008 - September 2008
Education
Gonzaga University 2009 — 2010
Masters of Accountancy
Gonzaga University 2005 — 2009
Bachelors of Business Administration
Tony Arrow's Lautze & Lautze Experience AuditorBryden Johnson1994 - 2000
Job Audit Manager at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze AuditorBryden Johnson1994 - 2000
Education
London Guildhall University 1990 — 1993
Bachelor of Arts (B.A.), Accounting
Lautze & Lautze AuditorBryden Johnson1994 - 2000
Education
London Guildhall University 1990 — 1993
Bachelor of Arts (B.A.), Accounting
Stacy McGoldrick's Lautze & Lautze Experience February 2010 - Present
Job Accountant at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze February 2010 - Present
KPMG LLP September 2007 - September 2009
KPMG LLP June 2006 - August 2006
Bridgepoint Education June 2005 - August 2005
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act
Education
San Diego State University-California State University
B.S., Accounting
Lautze & Lautze February 2010 - Present
KPMG LLP September 2007 - September 2009
KPMG LLP June 2006 - August 2006
Bridgepoint Education June 2005 - August 2005
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act
Education
San Diego State University-California State University
B.S., Accounting
Lucinda Hsu's Lautze & Lautze Experience October 1994 - April 1998
Job Principal at Hsu Consulting Services, Inc.
Industry Financial Services
Experience
Hsu Consulting Services, Inc. March 2004 - Present
Diagcor Bioscience Incorporation Limited September 2014 - Present
Two Talents Limited Partnership March 2004 - Present
Mission Peak, LLC March 2006 - Present
Discovery Peak, LLC September 2014 - Present
Christian Family Schools of Poway June 2014 - Present
Christian Layman Church April 1998 - April 2005
Abundant Life Christian Fellowship March 2004 - March 2005
Lautze & Lautze October 1994 - April 1998
Education
University of California, Berkeley, Haas School of Business 1990 — 1994
Bachelor of Science, Business Administration
University of Cambridge 2002 — 2002
Certificate, Risk Management for Churches & Schools
Hsu Consulting Services, Inc. March 2004 - Present
Diagcor Bioscience Incorporation Limited September 2014 - Present
Two Talents Limited Partnership March 2004 - Present
Mission Peak, LLC March 2006 - Present
Discovery Peak, LLC September 2014 - Present
Christian Family Schools of Poway June 2014 - Present
Christian Layman Church April 1998 - April 2005
Abundant Life Christian Fellowship March 2004 - March 2005
Lautze & Lautze October 1994 - April 1998
Education
University of California, Berkeley, Haas School of Business 1990 — 1994
Bachelor of Science, Business Administration
University of Cambridge 2002 — 2002
Certificate, Risk Management for Churches & Schools
Chris Wyckoff, CPA's Lautze & Lautze Experience December 2010 - April 2015
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2015 - Present
Lautze & Lautze December 2010 - April 2015
Skills
Accounting, GAAP, Internal Controls, Auditing, Financial Reporting, Leadership, Tax, QuickBooks, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation, Tax Research, Microsoft Office, CPA, PowerPoint, Microsoft Excel
Education
Santa Clara University - Leavey School of Business 2010 — 2010
CAAP, Accounting
Penn State University 2003 — 2007
B.A., International Politics
Moss Adams LLP July 2015 - Present
Lautze & Lautze December 2010 - April 2015
Skills
Accounting, GAAP, Internal Controls, Auditing, Financial Reporting, Leadership, Tax, QuickBooks, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation, Tax Research, Microsoft Office, CPA, PowerPoint, Microsoft Excel
Education
Santa Clara University - Leavey School of Business 2010 — 2010
CAAP, Accounting
Penn State University 2003 — 2007
B.A., International Politics
Daisy Petrova's Lautze & Lautze Experience 2008 - 2009
Job Accounting Professional
Industry Accounting
Experience
Lautze & Lautze 2008 - 2009
Skills
Income Tax, Accounting, Tax Returns, Tax, Tax Preparation, Tax Research
Education
San Francisco State University 2005 — 2008
Bachelor's degree, Accounting and Finance
Lautze & Lautze 2008 - 2009
Skills
Income Tax, Accounting, Tax Returns, Tax, Tax Preparation, Tax Research
Education
San Francisco State University 2005 — 2008
Bachelor's degree, Accounting and Finance
Patrick McCullough's Lautze & Lautze Experience 1980 - 1982
Job Sr Dir Tax Operations at eBay Inc
Industry Internet
Experience
eBay Inc VP International Tax OperationsOracle2005 - 2007
Cisco Systems April 1995 - August 2005
Dionex Corporation October 1992 - April 1995
MIPS Computer Systems 1986 - 1992
Convergent Technologies 1984 - 1986
George Delucchi & Associates 1982 - 1984
Lautze & Lautze 1980 - 1982
Pacific Gas & Electric 1979 - 1980
Skills
Income Tax, International Tax, Corporate Tax, Accounting, Tax, Auditing, Financial Reporting, Mergers, Financial Analysis, Tax Accounting, US GAAP, Internal Controls, Due Diligence
Education
Golden Gate University 2000 — 2003
MST, Taxation
San Jose State University
eBay Inc VP International Tax OperationsOracle2005 - 2007
Cisco Systems April 1995 - August 2005
Dionex Corporation October 1992 - April 1995
MIPS Computer Systems 1986 - 1992
Convergent Technologies 1984 - 1986
George Delucchi & Associates 1982 - 1984
Lautze & Lautze 1980 - 1982
Pacific Gas & Electric 1979 - 1980
Skills
Income Tax, International Tax, Corporate Tax, Accounting, Tax, Auditing, Financial Reporting, Mergers, Financial Analysis, Tax Accounting, US GAAP, Internal Controls, Due Diligence
Education
Golden Gate University 2000 — 2003
MST, Taxation
San Jose State University
Jonathan Straus's Lautze & Lautze Experience 1998 - Present
Job Audit Manager at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze 1998 - Present
Skills
GAAP, Auditing, Tax Preparation
Education
University of Arizona
Lautze & Lautze 1998 - Present
Skills
GAAP, Auditing, Tax Preparation
Education
University of Arizona
Jason Salisbury's Lautze & Lautze Experience July 2002 - June 2009
Job Administrative Assistant
Industry Executive Office
Experience
Peninsula Temple Sholom June 2015 - Present
AutoReturn September 2013 - May 2014
Professional Insurance Associates April 2013 - September 2013
The National Automobile Club June 2012 - October 2012
Delucchi Sheet Metal Works January 2011 - June 2012
Simpson, Garrity, Innes & Jacuzzi June 2010 - January 2011
Lautze & Lautze July 2002 - June 2009
CompUSA May 1998 - July 2002
Skills
Microsoft Office, Customer Service, Business Development, 10 Key, Internet, Strategic Planning, Wordperfect, Data Entry, Administrative..., Outlook, Filing, Fax, Microsoft Word, Microsoft Excel, Administration, Management, Receptionist Duties, Calender
Education
Skyline College 2010 — 2013
A.S. Degree, progress; Business Administration
El Camino High School 1989 — 1992
Diploma, General
Peninsula Temple Sholom June 2015 - Present
AutoReturn September 2013 - May 2014
Professional Insurance Associates April 2013 - September 2013
The National Automobile Club June 2012 - October 2012
Delucchi Sheet Metal Works January 2011 - June 2012
Simpson, Garrity, Innes & Jacuzzi June 2010 - January 2011
Lautze & Lautze July 2002 - June 2009
CompUSA May 1998 - July 2002
Skills
Microsoft Office, Customer Service, Business Development, 10 Key, Internet, Strategic Planning, Wordperfect, Data Entry, Administrative..., Outlook, Filing, Fax, Microsoft Word, Microsoft Excel, Administration, Management, Receptionist Duties, Calender
Education
Skyline College 2010 — 2013
A.S. Degree, progress; Business Administration
El Camino High School 1989 — 1992
Diploma, General
Jaclyn Stansbury's Lautze & Lautze Experience 2009 - 2011
Job Senior Tax Manager at Richardson Kontogouris Emerson LLP
Industry Accounting
Experience
Richardson Kontogouris Emerson LLP July 2008 - Present
Lautze & Lautze 2009 - 2011
Moss Adams LLP 2006 - 2008
Skills
Tax Research, CPA, Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Partnership Taxation, Tax Accounting, Tax Returns, QuickBooks, Corporate Tax, Financial Reporting, Income Tax, GAAP, ProSystem fx Tax, Auditing, Internal Controls, US GAAP, SEC filings, General Ledger, Financial Accounting
Education
University of Southern California 2013 — 2013
Master of Business Taxation (in-progress), Taxation
Loyola Marymount University 2002 — 2006
Bachelor of Science, Accounting
Bellevue High School 1998 — 2002
Richardson Kontogouris Emerson LLP July 2008 - Present
Lautze & Lautze 2009 - 2011
Moss Adams LLP 2006 - 2008
Skills
Tax Research, CPA, Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Partnership Taxation, Tax Accounting, Tax Returns, QuickBooks, Corporate Tax, Financial Reporting, Income Tax, GAAP, ProSystem fx Tax, Auditing, Internal Controls, US GAAP, SEC filings, General Ledger, Financial Accounting
Education
University of Southern California 2013 — 2013
Master of Business Taxation (in-progress), Taxation
Loyola Marymount University 2002 — 2006
Bachelor of Science, Accounting
Bellevue High School 1998 — 2002
Abraham Livchitz's Lautze & Lautze Experience August 2003 - November 2008
Job Tax Manager at Abbott, Stringham & Lynch
Industry Accounting
Experience
Abbott, Stringham & Lynch July 2013 - Present
SingerLewak LLP November 2008 - July 2013
Lautze & Lautze August 2003 - November 2008
Skills
Tax, Corporate Tax, Tax Research, GAAP, US GAAP, Accounting, Financial Reporting, CPA, Tax Preparation, Financial Accounting, QuickBooks, Income Tax, Tax Accounting, General Ledger
Education
San Jose State University
Bachelor of Science (BS), Accounting
Santa Clara University
Master of Business Administration (MBA), Business Administration and Management, General
Abbott, Stringham & Lynch July 2013 - Present
SingerLewak LLP November 2008 - July 2013
Lautze & Lautze August 2003 - November 2008
Skills
Tax, Corporate Tax, Tax Research, GAAP, US GAAP, Accounting, Financial Reporting, CPA, Tax Preparation, Financial Accounting, QuickBooks, Income Tax, Tax Accounting, General Ledger
Education
San Jose State University
Bachelor of Science (BS), Accounting
Santa Clara University
Master of Business Administration (MBA), Business Administration and Management, General
Jacob Eversole's Lautze & Lautze Experience June 2006 - December 2009
Job Manager, CPA at Isabel Chiu & Co. LLP
Industry Accounting
Experience
Isabel Chiu & Co. LLP January 2012 - Present
GALLINA LLP January 2010 - December 2011
Lautze & Lautze June 2006 - December 2009
CCUSA June 2004 - January 2006
Skills
Financial Reporting, GAAP, QuickBooks, Auditing, Accounting, Tax, Financial Accounting, Internal Controls, General Ledger, Financial Analysis, US GAAP, Microsoft Excel, Budgets, Income Tax, Payroll
Education
UCSC 1999 — 2004
BA, Business management economics
Isabel Chiu & Co. LLP January 2012 - Present
GALLINA LLP January 2010 - December 2011
Lautze & Lautze June 2006 - December 2009
CCUSA June 2004 - January 2006
Skills
Financial Reporting, GAAP, QuickBooks, Auditing, Accounting, Tax, Financial Accounting, Internal Controls, General Ledger, Financial Analysis, US GAAP, Microsoft Excel, Budgets, Income Tax, Payroll
Education
UCSC 1999 — 2004
BA, Business management economics