Lavine, Lofgren, Morris & Engelberg, LLP
Description
Address: 4180 La Jolla Village Dr #300, La Jolla, CA 92037 Hours: Closed ⋅ Opens 8AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (858) 455-1200: Category: Website: : : : Place name: : : Website: http://www.llme.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Lavine, Lofgren, Morris & Engelberg, LLP Employees
Employee
Years
Job
Industry
Valentina Wilson, CPA Valentina Wilson, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience December 2014 - Present
Job Tax Associate at LLME
Industry Higher Education
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
CBIZ MHM, LLC June 2012 - Present
Wiechmann Boyce & Associates January 2012 - April 2012
JPMorgan Chase October 2007 - January 2012
Skills
Tax, GAAP, Accounting
Education
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Science, Accounting
A.S.E.M 2003 — 2006
Finance
University of Colorado at Colorado
Bachelor of Science, Business Administration; Accounting; Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
CBIZ MHM, LLC June 2012 - Present
Wiechmann Boyce & Associates January 2012 - April 2012
JPMorgan Chase October 2007 - January 2012
Skills
Tax, GAAP, Accounting
Education
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Science, Accounting
A.S.E.M 2003 — 2006
Finance
University of Colorado at Colorado
Bachelor of Science, Business Administration; Accounting; Accounting
Hanna Olson Hanna Olson's Lavine, Lofgren, Morris & Engelberg, LLP Experience February 2014 - April 2014
Job Intern at CBIZ MHM, LLC
Industry Accounting
Experience
First and Orange Photography July 2011 - Present
SheWanders Photography June 2011 - Present
Lavine, Lofgren, Morris & Engelberg, LLP February 2014 - April 2014
CBIZ MHM, LLC July 2013 - August 2013
Noonan Family Swim School March 2010 - February 2011
Mount Carmel High School May 2008 - October 2009
Skills
Photography, Photoshop, Microsoft Office, Adobe Creative Suite, PowerPoint, Canon DSLR, InDesign, Lightroom, Microsoft Word, Microsoft Excel, Customer Service, Entrepreneurship, Teamwork, Facebook
Education
Point Loma Nazarene University 2010 — 2014
Bachelors of Arts, Accounting
First and Orange Photography July 2011 - Present
SheWanders Photography June 2011 - Present
Lavine, Lofgren, Morris & Engelberg, LLP February 2014 - April 2014
CBIZ MHM, LLC July 2013 - August 2013
Noonan Family Swim School March 2010 - February 2011
Mount Carmel High School May 2008 - October 2009
Skills
Photography, Photoshop, Microsoft Office, Adobe Creative Suite, PowerPoint, Canon DSLR, InDesign, Lightroom, Microsoft Word, Microsoft Excel, Customer Service, Entrepreneurship, Teamwork, Facebook
Education
Point Loma Nazarene University 2010 — 2014
Bachelors of Arts, Accounting
Heather Purnell, CPA MT Heather Purnell, CPA MT's Lavine, Lofgren, Morris & Engelberg, LLP Experience December 2014 - Present
Job CPA Tax at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
TaxOps, LLC May 2014 - December 2014
CBIZ MHM, LLC November 2013 - May 2014
Knight Field Fabry, LLP November 2012 - November 2013
KPMG January 2011 - November 2012
ProLogis May 2010 - December 2010
ProLogis October 2007 - May 2010
Skills
Tax, Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Returns, Tax Compliance, Preparation, Federal Tax, US GAAP, Compliance, Tax Law, SEC reporting, CPA, SEC filings, Tax Research, Tax Preparation
Education
University of Denver 2009 — 2011
M.T., Taxation
Radford University 2003 — 2004
B.B.A, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
AIS/Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
TaxOps, LLC May 2014 - December 2014
CBIZ MHM, LLC November 2013 - May 2014
Knight Field Fabry, LLP November 2012 - November 2013
KPMG January 2011 - November 2012
ProLogis May 2010 - December 2010
ProLogis October 2007 - May 2010
Skills
Tax, Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Returns, Tax Compliance, Preparation, Federal Tax, US GAAP, Compliance, Tax Law, SEC reporting, CPA, SEC filings, Tax Research, Tax Preparation
Education
University of Denver 2009 — 2011
M.T., Taxation
Radford University 2003 — 2004
B.B.A, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
AIS/Accounting
Jacob Johnston, MBA Jacob Johnston, MBA's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2013 - April 2013
Job Continuous Improvement Manager at Groupon
Industry Accounting
Experience
Groupon April 2015 - Present
Groupon February 2015 - April 2015
Mu Sigma January 2014 - February 2015
Groupon August 2013 - January 2014
WineSpirations October 2012 - September 2013
Lavine, Lofgren, Morris & Engelberg, LLP January 2013 - April 2013
Point Loma Nazarene University August 2007 - May 2012
Skills
Marketing, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Strategic Thinking, Marketing Strategy, Long-term Customer..., Vendor Management, Organized Multi-tasker, Creative Marketing, Microsoft SQL
Education
Point Loma Nazarene University 2011 — 2013
Master's degree, Business Administration and Management, General
Point Loma Nazarene University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Groupon April 2015 - Present
Groupon February 2015 - April 2015
Mu Sigma January 2014 - February 2015
Groupon August 2013 - January 2014
WineSpirations October 2012 - September 2013
Lavine, Lofgren, Morris & Engelberg, LLP January 2013 - April 2013
Point Loma Nazarene University August 2007 - May 2012
Skills
Marketing, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Strategic Thinking, Marketing Strategy, Long-term Customer..., Vendor Management, Organized Multi-tasker, Creative Marketing, Microsoft SQL
Education
Point Loma Nazarene University 2011 — 2013
Master's degree, Business Administration and Management, General
Point Loma Nazarene University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Ethan Harkleroad's Lavine, Lofgren, Morris & Engelberg, LLP Experience February 2014 - April 2014
Job University of San Diego
Industry Accounting
Experience
YMCA of San Diego County June 2011 - Present
EY June 2015 - August 2015
Taylor - Listug, Inc. (Taylor Guitars) May 2014 - September 2014
Lavine, Lofgren, Morris & Engelberg, LLP February 2014 - April 2014
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2013 - January 2014
Presidential Brokerage, Inc. January 2013 - May 2013
Skills
Budgets, Project Planning, Negotiation, Management, Program Management, Fundraising, Event Planning, Teaching, Non-profits, Public Speaking, PowerPoint, Microsoft Office, Research, Customer Service, Time Management, Team Leadership, Marketing, Data Entry, Leadership, Nonprofits, Social Networking, Leadership Development, Team Building, Community Outreach, Training, Sales, Coaching, Data Analysis
Education
University of San Diego 2012 — 2016
Bachelor’s Degree, Accounting, Senior
Santa Fe Christian High School 2009 — 2012
YMCA of San Diego County June 2011 - Present
EY June 2015 - August 2015
Taylor - Listug, Inc. (Taylor Guitars) May 2014 - September 2014
Lavine, Lofgren, Morris & Engelberg, LLP February 2014 - April 2014
Barney & Barney, a Marsh & McLennan Agency LLC Company June 2013 - January 2014
Presidential Brokerage, Inc. January 2013 - May 2013
Skills
Budgets, Project Planning, Negotiation, Management, Program Management, Fundraising, Event Planning, Teaching, Non-profits, Public Speaking, PowerPoint, Microsoft Office, Research, Customer Service, Time Management, Team Leadership, Marketing, Data Entry, Leadership, Nonprofits, Social Networking, Leadership Development, Team Building, Community Outreach, Training, Sales, Coaching, Data Analysis
Education
University of San Diego 2012 — 2016
Bachelor’s Degree, Accounting, Senior
Santa Fe Christian High School 2009 — 2012
Denise Baumann Denise Baumann's Lavine, Lofgren, Morris & Engelberg, LLP Experience June 2012 - August 2012
Job Staff Accountant/Auditor at West Rhode & Roberts
Industry Accounting
Experience
West Rhode & Roberts July 2014 - Present
La Jolla Community Church May 2013 - June 2014
Lavine, Lofgren, Morris & Engelberg, LLP June 2012 - August 2012
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, Financial Statements, Tax Accounting, Auditing, Fixed Assets, Microsoft Office, PowerPoint, Customer Service
Education
Pepperdine University 2010 — 2014
Bachelor's Degree, Accounting
West Rhode & Roberts July 2014 - Present
La Jolla Community Church May 2013 - June 2014
Lavine, Lofgren, Morris & Engelberg, LLP June 2012 - August 2012
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, Financial Statements, Tax Accounting, Auditing, Fixed Assets, Microsoft Office, PowerPoint, Customer Service
Education
Pepperdine University 2010 — 2014
Bachelor's Degree, Accounting
Lauren Ferraro Lauren Ferraro's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2015 - June 2015
Job Associate at PwC
Industry Accounting
Experience
PwC August 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - June 2015
Southeastern Grocers (formerly Bi-Lo Holdings) June 2014 - August 2014
San Diego State University January 2014 - June 2014
Professional Finance Company September 2011 - February 2012
Homewood Suites by Hilton San Diego/Del Mar February 2011 - September 2011
Ramada limited Sea World January 2011 - February 2011
The Principia January 2009 - April 2010
Principia Bed and Breakfast September 2006 - March 2010
The Principia College Dining Hall September 2006 - January 2008
Skills
Event Planning, Financial Accounting, Financial Reporting, Cost Accounting, Accounting, Microsoft Excel, PowerPoint, Financial Analysis, Financial Statements, Tax Preparation, GAAP, Event Management, Office Administration, Microsoft Office, Training
Education
San Diego State University-California State University 2012 — 2014
MSA, Financial Reporting
Principia College 2006 — 2010
Bachelor of Arts, Theater
24hr fitness
24hr fitness
PwC August 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - June 2015
Southeastern Grocers (formerly Bi-Lo Holdings) June 2014 - August 2014
San Diego State University January 2014 - June 2014
Professional Finance Company September 2011 - February 2012
Homewood Suites by Hilton San Diego/Del Mar February 2011 - September 2011
Ramada limited Sea World January 2011 - February 2011
The Principia January 2009 - April 2010
Principia Bed and Breakfast September 2006 - March 2010
The Principia College Dining Hall September 2006 - January 2008
Skills
Event Planning, Financial Accounting, Financial Reporting, Cost Accounting, Accounting, Microsoft Excel, PowerPoint, Financial Analysis, Financial Statements, Tax Preparation, GAAP, Event Management, Office Administration, Microsoft Office, Training
Education
San Diego State University-California State University 2012 — 2014
MSA, Financial Reporting
Principia College 2006 — 2010
Bachelor of Arts, Theater
24hr fitness
24hr fitness
Susan Steele Susan Steele's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2002 - May 2004
Job Senior Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte January 2008 - Present
Junior Achievement of San Diego & Imperial Counties March 2012 - Present
CREW San Diego January 2013 - Present
Touchstone Communities May 2004 - January 2008
Lavine, Lofgren, Morris & Engelberg, LLP January 2002 - May 2004
Deloitte January 1999 - January 2002
Ernst & Young August 1996 - January 1999
Skills
Accounting, Financial Analysis, Tax, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Finance, SEC filings, Tax Accounting, Internal Controls, Due Diligence, Managerial Finance
Education
California State University-San Marcos
Bachelor of Science, Cum Laude, Accountancy
Deloitte January 2008 - Present
Junior Achievement of San Diego & Imperial Counties March 2012 - Present
CREW San Diego January 2013 - Present
Touchstone Communities May 2004 - January 2008
Lavine, Lofgren, Morris & Engelberg, LLP January 2002 - May 2004
Deloitte January 1999 - January 2002
Ernst & Young August 1996 - January 1999
Skills
Accounting, Financial Analysis, Tax, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Finance, SEC filings, Tax Accounting, Internal Controls, Due Diligence, Managerial Finance
Education
California State University-San Marcos
Bachelor of Science, Cum Laude, Accountancy
Kelly (Yamamoto) Hofstra, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience November 2014 - Present
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP November 2014 - Present
Sempra Energy October 2008 - November 2014
CBIZ Accounting, Tax, and Advisory, LLC June 2005 - October 2008
Tax & Financial Solutions September 2004 - June 2005
Skills
Tax, Tax Returns, CPA, Bookkeeping, ProSystem fx Tax, Payroll, GAAP, Accounting, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, US GAAP, Income Tax, GoSystems, Corporate Tax
Education
San Diego State University-California State University 2004 — 2007
Master of Science, Accounting, Tax Emphasis
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP November 2014 - Present
Sempra Energy October 2008 - November 2014
CBIZ Accounting, Tax, and Advisory, LLC June 2005 - October 2008
Tax & Financial Solutions September 2004 - June 2005
Skills
Tax, Tax Returns, CPA, Bookkeeping, ProSystem fx Tax, Payroll, GAAP, Accounting, Sarbanes-Oxley Act, Tax Accounting, Tax Preparation, US GAAP, Income Tax, GoSystems, Corporate Tax
Education
San Diego State University-California State University 2004 — 2007
Master of Science, Accounting, Tax Emphasis
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science, Accounting
Debra Druther, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience February 2008 - Present
Job Craft Brewery Tax Specialist | Hospitality Industry | Manufacturing Industry
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP February 2008 - Present
Sony July 2007 - January 2008
Skills
Corporate Tax, Partnership Taxation, Tax Preparation, Income Tax, Small Business Tax, S Corporation Tax, Personal Income Tax, Brewery Tax, Business Tax Planning, Personal Tax Planning, Tax, Craft Beer Industry, Hospitality Industry, Financial Accounting, Journal Entries, International Tax, US Tax, Accounting, Strategic Planning, Financial Statements, Financial Analysis, CPA
Education
University of San Diego
Bachelor of Accountancy
Lavine, Lofgren, Morris & Engelberg, LLP February 2008 - Present
Sony July 2007 - January 2008
Skills
Corporate Tax, Partnership Taxation, Tax Preparation, Income Tax, Small Business Tax, S Corporation Tax, Personal Income Tax, Brewery Tax, Business Tax Planning, Personal Tax Planning, Tax, Craft Beer Industry, Hospitality Industry, Financial Accounting, Journal Entries, International Tax, US Tax, Accounting, Strategic Planning, Financial Statements, Financial Analysis, CPA
Education
University of San Diego
Bachelor of Accountancy
Sandy Woods Sandy Woods's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2001 - Present
Job
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP January 2001 - Present
Skills
Auditing, Financial Statements, Internal Controls, GAAP, Agreed-Upon Procedures, Internal Control..., Surprise Examination, Audits of Employee..., Audits of Broker/Dealers, Finance, US GAAP, Corporate Tax, Tax Preparation, Budgets, Tax, Revenue Recognition, Income Tax, Financial Accounting, Accounting, Financial Analysis, Financial Reporting
Education
San Diego State University-California State University 2004 — 2006
Master of Science in Accountancy, Audit
University of Hawaii - Shidler College of Business 1994 — 1999
BBA, Accounting and MIS
Lavine, Lofgren, Morris & Engelberg, LLP January 2001 - Present
Skills
Auditing, Financial Statements, Internal Controls, GAAP, Agreed-Upon Procedures, Internal Control..., Surprise Examination, Audits of Employee..., Audits of Broker/Dealers, Finance, US GAAP, Corporate Tax, Tax Preparation, Budgets, Tax, Revenue Recognition, Income Tax, Financial Accounting, Accounting, Financial Analysis, Financial Reporting
Education
San Diego State University-California State University 2004 — 2006
Master of Science in Accountancy, Audit
University of Hawaii - Shidler College of Business 1994 — 1999
BBA, Accounting and MIS
Jeenylen Anquillano's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2015 - Present
Job Audit Staff at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - Present
University of San Diego August 2014 - December 2014
The Cosmopolitan of Las Vegas June 2014 - August 2014
University of San Diego April 2013 - May 2014
San Diego Tax Services January 2013 - May 2013
Periscope November 2012 - May 2013
University of San Diego August 2012 - May 2013
Periscope May 2012 - September 2012
University of San Diego January 2011 - June 2012
Forever 21 July 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, OS X, Accounting, Photoshop, Microsoft Excel, Event Management, Dreamweaver, PowerPoint, Adobe Creative Suite, CSS, English, Spanish, HTML, Auditing, Windows, Social Media Marketing, Video Editing, Internal Audit, Leadership, Public Speaking, Graphic Design, Financial Analysis, Interviews, US GAAP reporting, Photoshop Elements, CSS Javascript, Mac OS X, Sony Vegas, Premiere, Problem Solving, JavaScript, Internal Controls, Corporate Finance, TeamMate, Stratton Warren, Infinium, Kronos, Business Strategy, Corporate Communications, Gaming, Gaming Industry, Sarbanes-Oxley Act, Casino Gaming, Microsoft Exchange, Presentations
Education
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting and Finance
Valley High School 2006 — 2010
High School Diploma, International Baccalaureate
University of Nevada-Las Vegas
University of Nevada-Las Vegas
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - Present
University of San Diego August 2014 - December 2014
The Cosmopolitan of Las Vegas June 2014 - August 2014
University of San Diego April 2013 - May 2014
San Diego Tax Services January 2013 - May 2013
Periscope November 2012 - May 2013
University of San Diego August 2012 - May 2013
Periscope May 2012 - September 2012
University of San Diego January 2011 - June 2012
Forever 21 July 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, OS X, Accounting, Photoshop, Microsoft Excel, Event Management, Dreamweaver, PowerPoint, Adobe Creative Suite, CSS, English, Spanish, HTML, Auditing, Windows, Social Media Marketing, Video Editing, Internal Audit, Leadership, Public Speaking, Graphic Design, Financial Analysis, Interviews, US GAAP reporting, Photoshop Elements, CSS Javascript, Mac OS X, Sony Vegas, Premiere, Problem Solving, JavaScript, Internal Controls, Corporate Finance, TeamMate, Stratton Warren, Infinium, Kronos, Business Strategy, Corporate Communications, Gaming, Gaming Industry, Sarbanes-Oxley Act, Casino Gaming, Microsoft Exchange, Presentations
Education
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting and Finance
Valley High School 2006 — 2010
High School Diploma, International Baccalaureate
University of Nevada-Las Vegas
University of Nevada-Las Vegas
Jane Wan's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2004 - April 2005
Job Senior Director, Global Financial Planning & Analysis at The Marketing Store
Industry Accounting
Experience
The Marketing Store October 2013 - Present
KPMG LLP October 2011 - October 2013
KPMG LLP May 2005 - September 2011
Lavine, Lofgren, Morris & Engelberg, LLP September 2004 - April 2005
Corbett, Duncan & Hubly, P.C. October 2002 - September 2004
Skills
Sarbanes-Oxley, Financial Audits, IPO, FASB, Revenue Recognition, Big 4, General Ledger, Consolidation, Microsoft Excel, Internal Audit, Financial Analysis, Tax, Assurance, Corporate Tax
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Accounting (Mergers & Acquisitions), Finance, Strategy & General Management
Northern Illinois University 2000 — 2002
MAS, Accounting
Beijing Foreign Studies University 1995 — 1999
BA, International Business
The Marketing Store October 2013 - Present
KPMG LLP October 2011 - October 2013
KPMG LLP May 2005 - September 2011
Lavine, Lofgren, Morris & Engelberg, LLP September 2004 - April 2005
Corbett, Duncan & Hubly, P.C. October 2002 - September 2004
Skills
Sarbanes-Oxley, Financial Audits, IPO, FASB, Revenue Recognition, Big 4, General Ledger, Consolidation, Microsoft Excel, Internal Audit, Financial Analysis, Tax, Assurance, Corporate Tax
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Accounting (Mergers & Acquisitions), Finance, Strategy & General Management
Northern Illinois University 2000 — 2002
MAS, Accounting
Beijing Foreign Studies University 1995 — 1999
BA, International Business
Bonnie Magee Bonnie Magee's Lavine, Lofgren, Morris & Engelberg, LLP Experience 2008 - 2009
Job Finance Director at Alcor Life Extension Foundation
Industry Research
Experience
Alcor Life Extension Foundation October 2009 - Present
Lavine, Lofgren, Morris & Engelberg, LLP 2008 - 2009
Haggett Longobardi 2002 - 2008
Skills
Accounting, Auditing, Microsoft Excel, Financial Reporting, Nonprofits, Finance, Analysis, Data Analysis, Financial Modeling, Financial Analysis, GAAP, US GAAP, Internal Controls, Financial Accounting, Financial Statements
Education
The University of Connecticut
BS, Accounting
Alcor Life Extension Foundation October 2009 - Present
Lavine, Lofgren, Morris & Engelberg, LLP 2008 - 2009
Haggett Longobardi 2002 - 2008
Skills
Accounting, Auditing, Microsoft Excel, Financial Reporting, Nonprofits, Finance, Analysis, Data Analysis, Financial Modeling, Financial Analysis, GAAP, US GAAP, Internal Controls, Financial Accounting, Financial Statements
Education
The University of Connecticut
BS, Accounting
Chelsea Castillo Chelsea Castillo's Lavine, Lofgren, Morris & Engelberg, LLP Experience November 2014 - Present
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP November 2014 - Present
PwC October 2013 - October 2014
Better Life Mobility September 2012 - September 2013
PwC July 2012 - August 2012
Education
San Diego State University-California State University 2012 — 2013
Master of Science in Accountancy, Taxation
California Polytechnic State University-San Luis Obispo 2009 — 2012
Bachelor of Science, Business Administration-Accountancy
Lavine, Lofgren, Morris & Engelberg, LLP November 2014 - Present
PwC October 2013 - October 2014
Better Life Mobility September 2012 - September 2013
PwC July 2012 - August 2012
Education
San Diego State University-California State University 2012 — 2013
Master of Science in Accountancy, Taxation
California Polytechnic State University-San Luis Obispo 2009 — 2012
Bachelor of Science, Business Administration-Accountancy
Meghan Sample, MBA Meghan Sample, MBA's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2005 - June 2006
Job FAII Retail Accounting at Amazon
Industry Accounting
Experience
Amazon June 2014 - Present
Deloitte April 2012 - June 2014
Moss Adams LLP January 2008 - June 2009
JGD & Associates, LLP July 2006 - January 2008
Lavine, Lofgren, Morris & Engelberg, LLP September 2005 - June 2006
KPMG February 2005 - June 2005
KPMG February 2004 - June 2004
Skills
Tax, Auditing, Financial Reporting, Accounting, GAAP, Business Analysis, Business Relationship..., Data Analysis, Risk Management, Risk Analysis, Budget Management, Budget Analysis, Project Management, SEC compliance, Budgets, Financial Analysis, Financial Statements, SEC, Sarbanes-Oxley Act, Management, Managerial Finance, Internal Controls, US GAAP, SEC filings, Consolidation, Tax Preparation, Income Tax, External Audit, Financial Accounting, Tax Returns, CPA, Corporate Tax, Financial Modeling
Education
Seattle University 2009 — 2011
MBA, Management, Leadership
Seattle University 2001 — 2005
BA, Business Administration & Accounting
Amazon June 2014 - Present
Deloitte April 2012 - June 2014
Moss Adams LLP January 2008 - June 2009
JGD & Associates, LLP July 2006 - January 2008
Lavine, Lofgren, Morris & Engelberg, LLP September 2005 - June 2006
KPMG February 2005 - June 2005
KPMG February 2004 - June 2004
Skills
Tax, Auditing, Financial Reporting, Accounting, GAAP, Business Analysis, Business Relationship..., Data Analysis, Risk Management, Risk Analysis, Budget Management, Budget Analysis, Project Management, SEC compliance, Budgets, Financial Analysis, Financial Statements, SEC, Sarbanes-Oxley Act, Management, Managerial Finance, Internal Controls, US GAAP, SEC filings, Consolidation, Tax Preparation, Income Tax, External Audit, Financial Accounting, Tax Returns, CPA, Corporate Tax, Financial Modeling
Education
Seattle University 2009 — 2011
MBA, Management, Leadership
Seattle University 2001 — 2005
BA, Business Administration & Accounting
Jeff Hughes, CPA Jeff Hughes, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2006 - December 2007
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey August 2011 - Present
Leaf & Cole, LLP August 2010 - August 2011
Swenson Advisors, LLP January 2008 - August 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - December 2007
Skills
Tax, Individual Taxation, Tax Compliance, Income Tax, Consolidated..., Multi-state Taxation, International Taxation, Budgets, Forecasting, Financial Accounting, International Tax, CPA, Accounting, Multi-State Sales Tax, Tax Research, Tax Returns, Partnership Taxation, GAAP, Tax Accounting, Corporate Tax, Tax Preparation, US GAAP, S Corporations, US Tax
Education
National University 2004 — 2006
Bachelor of Science (B.S.), Accountancy
McGladrey August 2011 - Present
Leaf & Cole, LLP August 2010 - August 2011
Swenson Advisors, LLP January 2008 - August 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - December 2007
Skills
Tax, Individual Taxation, Tax Compliance, Income Tax, Consolidated..., Multi-state Taxation, International Taxation, Budgets, Forecasting, Financial Accounting, International Tax, CPA, Accounting, Multi-State Sales Tax, Tax Research, Tax Returns, Partnership Taxation, GAAP, Tax Accounting, Corporate Tax, Tax Preparation, US GAAP, S Corporations, US Tax
Education
National University 2004 — 2006
Bachelor of Science (B.S.), Accountancy
Bill Schairer Bill Schairer's Lavine, Lofgren, Morris & Engelberg, LLP Experience July 2000 - January 2012
Job CPA at Self employed
Industry Accounting
Experience
Self employed August 2013 - Present
Heyman & Associates February 2012 - August 2013
Lavine, Lofgren, Morris & Engelberg, LLP July 2000 - January 2012
Seacoast Commerce Bank 2005 - March 2008
Rowling Dold & Associates January 1998 - June 2000
Mueller, Prost, Purk & Willbrand 1993 - December 1997
Skills
Small Business..., Quickbooks, Income Tax, Quicken, Peachtree, Corporate Tax, Tax Preparation, QuickBooks, Accounting, Auditing
Education
University of California, San Diego 1971 — 1975
BA, Economics
Self employed August 2013 - Present
Heyman & Associates February 2012 - August 2013
Lavine, Lofgren, Morris & Engelberg, LLP July 2000 - January 2012
Seacoast Commerce Bank 2005 - March 2008
Rowling Dold & Associates January 1998 - June 2000
Mueller, Prost, Purk & Willbrand 1993 - December 1997
Skills
Small Business..., Quickbooks, Income Tax, Quicken, Peachtree, Corporate Tax, Tax Preparation, QuickBooks, Accounting, Auditing
Education
University of California, San Diego 1971 — 1975
BA, Economics
Jennifer Glaser Jennifer Glaser's Lavine, Lofgren, Morris & Engelberg, LLP Experience August 2004 - Present
Job Tax Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine Lofgren Morris & Engelberg, LLP August 2004 - Present
Lavine, Lofgren, Morris & Engelberg, LLP February 2004 - April 2004
Skills
College Recruiting, Staff Mentoring, Training Staff, Tax, Employee Training, Tax Returns, Accounting, High Net Worth..., Tax Preparation, CPA, Corporate Tax, Financial Statements, Income Tax
Education
University of San Diego 2000 — 2004
Bachelors, Accounting
Lavine Lofgren Morris & Engelberg, LLP August 2004 - Present
Lavine, Lofgren, Morris & Engelberg, LLP February 2004 - April 2004
Skills
College Recruiting, Staff Mentoring, Training Staff, Tax, Employee Training, Tax Returns, Accounting, High Net Worth..., Tax Preparation, CPA, Corporate Tax, Financial Statements, Income Tax
Education
University of San Diego 2000 — 2004
Bachelors, Accounting
Lina Flores Lina Flores's Lavine, Lofgren, Morris & Engelberg, LLP Experience July 2008 - October 2012
Job Certified Public Accountant
Industry Accounting
Experience
Winningham, Becker & Co., LLP February 2013 - Present
Lavine, Lofgren, Morris & Engelberg, LLP July 2008 - October 2012
LeMaster & Daniels PLLC August 2007 - July 2008
Winningham, Becker & Co., LLP June 2004 - August 2007
Skills
Tax Preparation, Tax, Income Tax, Accounting, Corporate Tax, Financial Reporting
Education
University of California, San Diego 2001 — 2004
BS, Management Science
Winningham, Becker & Co., LLP February 2013 - Present
Lavine, Lofgren, Morris & Engelberg, LLP July 2008 - October 2012
LeMaster & Daniels PLLC August 2007 - July 2008
Winningham, Becker & Co., LLP June 2004 - August 2007
Skills
Tax Preparation, Tax, Income Tax, Accounting, Corporate Tax, Financial Reporting
Education
University of California, San Diego 2001 — 2004
BS, Management Science
pamela drotman broudy's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2008 - Present
Job seasonal tax advisor at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - Present
n/a March 2006 - Present
Sony Electronics August 2004 - March 2006
Lavine, Lofgren, Morris & Engelberg, LLP January 1998 - July 2004
Cashuk, Wiseman and Goldberg May 1996 - December 1997
Lavine, Lofgren, Morris & Engelberg, LLP January 1996 - May 1996
Skills
QuickBooks, Financial Statements, Spreadsheets, Tax, Tax Preparation, Corporate Tax, Microsoft Excel
Education
University of San Diego 1992 — 1996
Bachelors in Accounting, accounting
xavier college prep 1989 — 1992
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - Present
n/a March 2006 - Present
Sony Electronics August 2004 - March 2006
Lavine, Lofgren, Morris & Engelberg, LLP January 1998 - July 2004
Cashuk, Wiseman and Goldberg May 1996 - December 1997
Lavine, Lofgren, Morris & Engelberg, LLP January 1996 - May 1996
Skills
QuickBooks, Financial Statements, Spreadsheets, Tax, Tax Preparation, Corporate Tax, Microsoft Excel
Education
University of San Diego 1992 — 1996
Bachelors in Accounting, accounting
xavier college prep 1989 — 1992
Michael J. Munn Michael J. Munn's Lavine, Lofgren, Morris & Engelberg, LLP Experience November 1988 - June 2002
Job Owner, Michael J. Munn, CPA
Industry Accounting
Experience
Michael J. Munn, CPA November 2006 - Present
McDowell, Dillon and Hunter, CPA's June 2002 - November 2006
Lavine, Lofgren, Morris & Engelberg, LLP November 1988 - June 2002
Skills
Income Tax, Tax, Partnership Taxation, IRS, Corporate Tax, Tax Advisory, Estate Tax Planning, Accounting, Tax Preparation, S Corporations, QuickBooks, High Net Worth..., CPA, Tax Accounting, Account Reconciliation, Tax Law, Bookkeeping, Small Business, Tax Returns, LLC, Sales Tax, Trusts, Financial Planners, Payroll Taxes, Estate Law, Tax Research, Financial Reporting, Financial Accounting
Education
National University 1983 — 1985
BBA, Accounting
Michael J. Munn, CPA November 2006 - Present
McDowell, Dillon and Hunter, CPA's June 2002 - November 2006
Lavine, Lofgren, Morris & Engelberg, LLP November 1988 - June 2002
Skills
Income Tax, Tax, Partnership Taxation, IRS, Corporate Tax, Tax Advisory, Estate Tax Planning, Accounting, Tax Preparation, S Corporations, QuickBooks, High Net Worth..., CPA, Tax Accounting, Account Reconciliation, Tax Law, Bookkeeping, Small Business, Tax Returns, LLC, Sales Tax, Trusts, Financial Planners, Payroll Taxes, Estate Law, Tax Research, Financial Reporting, Financial Accounting
Education
National University 1983 — 1985
BBA, Accounting
Kevin Lang, CPA Kevin Lang, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2006 - October 2014
Job Senior Controller at Heritage Golf Group
Industry Accounting
Experience
Heritage Golf Group November 2014 - Present
Kevin Lang Accounting Consulting October 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - October 2014
Booz Allen Hamilton July 2004 - December 2005
Skills
GAAP, GAAS, Financial Reporting, Financial Accounting, Consolidation, Auditing, Financial Statements, Cash Flow, Revenue Recognition, Tax, Internal Controls, CPA, Finance, Assurance, Tax Preparation, Income Tax, Accounting, Financial Analysis, QuickBooks, General Ledger, Business Valuation, Financial Statement...
Education
University of San Diego 2004 — 2006
MAFM, Accounting/Strategic Finance
Bucknell University 2000 — 2004
B.S.B.A, Accounting/Finance
Heritage Golf Group November 2014 - Present
Kevin Lang Accounting Consulting October 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - October 2014
Booz Allen Hamilton July 2004 - December 2005
Skills
GAAP, GAAS, Financial Reporting, Financial Accounting, Consolidation, Auditing, Financial Statements, Cash Flow, Revenue Recognition, Tax, Internal Controls, CPA, Finance, Assurance, Tax Preparation, Income Tax, Accounting, Financial Analysis, QuickBooks, General Ledger, Business Valuation, Financial Statement...
Education
University of San Diego 2004 — 2006
MAFM, Accounting/Strategic Finance
Bucknell University 2000 — 2004
B.S.B.A, Accounting/Finance
Bryn Raschke's Lavine, Lofgren, Morris & Engelberg, LLP Experience June 2012 - August 2012
Job Advisory Associate at PricewaterhouseCoopers
Industry Marketing and Advertising
Experience
PwC August 2015 - Present
Carnegie Mellon University February 2013 - May 2015
PwC June 2014 - August 2014
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Surf and Turf Tennis Club June 2009 - January 2014
Carnegie Mellon University August 2013 - December 2013
California State Senate June 2013 - August 2013
Lavine, Lofgren, Morris & Engelberg, LLP June 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Word, Time Management, Team Leadership, Academic Tutoring, Microsoft Excel, Statistics, Management, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
WHU - Otto Beisheim Graduate School of Management 2013 — 2013
European Bachelor Summer Institute 2013
PwC August 2015 - Present
Carnegie Mellon University February 2013 - May 2015
PwC June 2014 - August 2014
Carnegie Mellon Tepper School of Business August 2012 - May 2014
Surf and Turf Tennis Club June 2009 - January 2014
Carnegie Mellon University August 2013 - December 2013
California State Senate June 2013 - August 2013
Lavine, Lofgren, Morris & Engelberg, LLP June 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Word, Time Management, Team Leadership, Academic Tutoring, Microsoft Excel, Statistics, Management, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
WHU - Otto Beisheim Graduate School of Management 2013 — 2013
European Bachelor Summer Institute 2013
Kristin Wallace's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2013 - Present
Job Audit Staff at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP January 2013 - Present
Quality Loan Service Corporation June 2012 - January 2013
Quality Loan Service Corporation August 2010 - June 2012
Education
University of San Diego 2008 — 2012
Lavine, Lofgren, Morris & Engelberg, LLP January 2013 - Present
Quality Loan Service Corporation June 2012 - January 2013
Quality Loan Service Corporation August 2010 - June 2012
Education
University of San Diego 2008 — 2012
Jung Mo Hwang Jung Mo Hwang's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2007 - September 2010
Job CPA
Industry Accounting
Experience
Fantastic S.R.L. ITALY November 2010 - December 2011
Lavine, Lofgren, Morris & Engelberg, LLP January 2007 - September 2010
Maxwell Technologies, INC May 2003 - February 2004
Hong Won General Construction Corporation December 2000 - April 2002
Skills
Accounting, Quickbooks, Tax, Income Tax, Corporate Tax, Tax Preparation, Planning
Education
University of San Diego 2004 — 2006
Master of Science, Accountancy and Financial Management
Catholic University of Daegu 1997 — 2000
Bachelor, Science Business Administration
Fantastic S.R.L. ITALY November 2010 - December 2011
Lavine, Lofgren, Morris & Engelberg, LLP January 2007 - September 2010
Maxwell Technologies, INC May 2003 - February 2004
Hong Won General Construction Corporation December 2000 - April 2002
Skills
Accounting, Quickbooks, Tax, Income Tax, Corporate Tax, Tax Preparation, Planning
Education
University of San Diego 2004 — 2006
Master of Science, Accountancy and Financial Management
Catholic University of Daegu 1997 — 2000
Bachelor, Science Business Administration
Garrett Steppat's Lavine, Lofgren, Morris & Engelberg, LLP Experience July 2014 - Present
Job Tax Associate at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP July 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2014 - April 2014
Picture Perfect Window and Door April 2013 - December 2013
Smog Test Center Inc. March 2010 - July 2013
Debra K. Haverly, CPA APC January 2013 - April 2013
Air Exhaust Co. May 2006 - December 2010
Pacific Southwest Credit Association February 2010 - May 2010
Sleeping Giant Music February 2010 - May 2010
Skills
Spreadsheets, Data Entry, Performance Consulting, Income Tax, Taxwise, CRM software, Small Business..., Business Analysis, Tax Preparation, Social Media Marketing, Microsoft Office, Excel, PowerPoint, Payroll Processing, Mac/PC proficient, Visio, Sage CRM, QuickBooks, Financial Statement..., Accounting, Auditing, Payroll, Microsoft Excel, Accounts Payable, Made2Manage, Bank Reconciliation, Access, CRM, Financial Reporting
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Science (B.S.), Business Administration; Accounting Emphasis
Grossmont College 2008 — 2010
Business Administration
Cuyamaca College 2007 — 2010
Associate of Science, Business Administration
Lavine, Lofgren, Morris & Engelberg, LLP July 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2014 - April 2014
Picture Perfect Window and Door April 2013 - December 2013
Smog Test Center Inc. March 2010 - July 2013
Debra K. Haverly, CPA APC January 2013 - April 2013
Air Exhaust Co. May 2006 - December 2010
Pacific Southwest Credit Association February 2010 - May 2010
Sleeping Giant Music February 2010 - May 2010
Skills
Spreadsheets, Data Entry, Performance Consulting, Income Tax, Taxwise, CRM software, Small Business..., Business Analysis, Tax Preparation, Social Media Marketing, Microsoft Office, Excel, PowerPoint, Payroll Processing, Mac/PC proficient, Visio, Sage CRM, QuickBooks, Financial Statement..., Accounting, Auditing, Payroll, Microsoft Excel, Accounts Payable, Made2Manage, Bank Reconciliation, Access, CRM, Financial Reporting
Education
San Diego State University-California State University 2010 — 2013
Bachelor of Science (B.S.), Business Administration; Accounting Emphasis
Grossmont College 2008 — 2010
Business Administration
Cuyamaca College 2007 — 2010
Associate of Science, Business Administration
Alexander Vizcarra's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2015 - April 2015
Job Accounting Lab Tutor at California State University San Marcos
Industry Accounting
Experience
California State University San Marcos September 2015 - Present
CBIZ MHM, LLC June 2015 - August 2015
CSUSM Accounting Society August 2014 - May 2015
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Pei Wei Asian Diner June 2012 - January 2015
Costco Wholesale October 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, Accounting, PowerPoint, Restaurants, Time Management, Leadership, Teamwork, Customer Service
Education
California State University-San Marcos 2011 — 2016
Bachelor's Degree, Business Administration, Option in Accountancy
California State University San Marcos September 2015 - Present
CBIZ MHM, LLC June 2015 - August 2015
CSUSM Accounting Society August 2014 - May 2015
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Pei Wei Asian Diner June 2012 - January 2015
Costco Wholesale October 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, Accounting, PowerPoint, Restaurants, Time Management, Leadership, Teamwork, Customer Service
Education
California State University-San Marcos 2011 — 2016
Bachelor's Degree, Business Administration, Option in Accountancy
Chris Martin, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience July 2015 - Present
Job Tax Associate at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP July 2015 - Present
PwC July 2012 - January 2015
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, US GAAP, Tax Research, CPA, Microsoft Excel, Compliance, Consulting
Education
University of Notre Dame 2011 — 2012
Master's degree, Accounting
Louisiana State University 2007 — 2011
Bachelor of Science (BS), Accounting
Lavine, Lofgren, Morris & Engelberg, LLP July 2015 - Present
PwC July 2012 - January 2015
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, US GAAP, Tax Research, CPA, Microsoft Excel, Compliance, Consulting
Education
University of Notre Dame 2011 — 2012
Master's degree, Accounting
Louisiana State University 2007 — 2011
Bachelor of Science (BS), Accounting
Noah Daniels Noah Daniels's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2008 - April 2008
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey April 2013 - Present
LSL CPAs LLP August 2008 - March 2013
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - April 2008
Union Bank October 2006 - September 2007
Skills
GAAP, Internal Controls, Financial Reporting, Tax Preparation, Financial Accounting, General Ledger, Tax, Revenue Recognition, Account Reconciliation, Corporate Tax, Tax Returns, Fixed Assets, Financial Analysis, Internal Audit, Cash Flow, Assurance, Bookkeeping, Financial Statements, US GAAP
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Accounting
McGladrey April 2013 - Present
LSL CPAs LLP August 2008 - March 2013
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - April 2008
Union Bank October 2006 - September 2007
Skills
GAAP, Internal Controls, Financial Reporting, Tax Preparation, Financial Accounting, General Ledger, Tax, Revenue Recognition, Account Reconciliation, Corporate Tax, Tax Returns, Fixed Assets, Financial Analysis, Internal Audit, Cash Flow, Assurance, Bookkeeping, Financial Statements, US GAAP
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Accounting
John Mark Wendler John Mark Wendler's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2010 - Present
Job CPA Tax at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2010 - Present
The Center for Social Advocacy June 2009 - September 2010
Lavine, Lofgren, Morris & Engelberg, LLP February 2010 - April 2010
La Jolla Country Day School August 2009 - September 2009
University of California at San Diego June 2007 - June 2009
Skills
Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Income Tax, Non-profits, Fund Accounting, Tax Returns, CPA, Residential Roofing, Nonprofits, Microsoft Word, Rooftops, Roofs, QuickBooks, Flat Roofing, Financial Reporting, Payroll, Microsoft Excel, Coupons
Education
University of California, San Diego 2008 — 2010
Certificate, Accounting
University of California, San Diego 2003 — 2007
BA, Economics
Lavine, Lofgren, Morris & Engelberg, LLP September 2010 - Present
The Center for Social Advocacy June 2009 - September 2010
Lavine, Lofgren, Morris & Engelberg, LLP February 2010 - April 2010
La Jolla Country Day School August 2009 - September 2009
University of California at San Diego June 2007 - June 2009
Skills
Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Income Tax, Non-profits, Fund Accounting, Tax Returns, CPA, Residential Roofing, Nonprofits, Microsoft Word, Rooftops, Roofs, QuickBooks, Flat Roofing, Financial Reporting, Payroll, Microsoft Excel, Coupons
Education
University of California, San Diego 2008 — 2010
Certificate, Accounting
University of California, San Diego 2003 — 2007
BA, Economics
Eric Wunderle's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2009 - November 2014
Job Controller at Sector 9 Skateboards
Industry Accounting
Experience
Sector 9 Skateboards November 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP September 2009 - November 2014
Lavine, Lofgren, Morris & Engelberg, LLP June 2004 - August 2009
Lavine, Lofgren, Morris & Engelberg, LLP January 2004 - April 2004
Skills
Financial Statements, Revenue Recognition, GAAP, Auditing, Financial Reporting, Accounting, Financial Analysis, CPA, Finance, Budgets, Internal Controls, Private Companies, Cash Flow, Process Improvement, Tax, Consolidation, M&A experience, Financial Accounting, Account Reconciliation, Mergers & Acquisitions
Education
University of San Diego 2007 — 2011
Master of Science in Accountancy, Accounting and Business/Management
University of San Diego 2000 — 2004
Bachelor of Accountancy, Accounting and Finance, Cum Laude
Sector 9 Skateboards November 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP September 2009 - November 2014
Lavine, Lofgren, Morris & Engelberg, LLP June 2004 - August 2009
Lavine, Lofgren, Morris & Engelberg, LLP January 2004 - April 2004
Skills
Financial Statements, Revenue Recognition, GAAP, Auditing, Financial Reporting, Accounting, Financial Analysis, CPA, Finance, Budgets, Internal Controls, Private Companies, Cash Flow, Process Improvement, Tax, Consolidation, M&A experience, Financial Accounting, Account Reconciliation, Mergers & Acquisitions
Education
University of San Diego 2007 — 2011
Master of Science in Accountancy, Accounting and Business/Management
University of San Diego 2000 — 2004
Bachelor of Accountancy, Accounting and Finance, Cum Laude
Amy Liew Amy Liew's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2013 - April 2013
Job IT Developer Intern at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2014 - Present
San Diego State University August 2014 - December 2014
Lavine, Lofgren, Morris & Engelberg, LLP January 2013 - April 2013
Mathnasium - The Math Learning Center 2011 - 2013
Skills
Project Management, Business Process..., Team Leadership, Visual Studio, Visual Basic, SharePoint, InfoPath Forms, SharePoint Designer, Microsoft Office, Communication, Event Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Hewlett-Packard July 2014 - Present
San Diego State University August 2014 - December 2014
Lavine, Lofgren, Morris & Engelberg, LLP January 2013 - April 2013
Mathnasium - The Math Learning Center 2011 - 2013
Skills
Project Management, Business Process..., Team Leadership, Visual Studio, Visual Basic, SharePoint, InfoPath Forms, SharePoint Designer, Microsoft Office, Communication, Event Planning
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
Justin Betyar Justin Betyar's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2010 - Present
Job Audit Associate
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2010 - Present
One Voice Technologies July 2008 - January 2010
Skills
Accounting, Tax, Tax Preparation, Project Planning, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Strategic Planning, Analysis, Management, QuickBooks, Financial Accounting, Financial Analysis, Marketing, Account Management, Sales
Education
San Diego State University-California State University 2009 — 2010
MSA, Accounting
University of California, Riverside 2002 — 2007
B.S., Business Administration
Lavine, Lofgren, Morris & Engelberg, LLP September 2010 - Present
One Voice Technologies July 2008 - January 2010
Skills
Accounting, Tax, Tax Preparation, Project Planning, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Strategic Planning, Analysis, Management, QuickBooks, Financial Accounting, Financial Analysis, Marketing, Account Management, Sales
Education
San Diego State University-California State University 2009 — 2010
MSA, Accounting
University of California, Riverside 2002 — 2007
B.S., Business Administration
Matthew Klahn Matthew Klahn's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 1994 - December 2000
Job Tax Manager at Science Applications International Corporation
Industry Information Technology and Services
Experience
Science Applications International Corporation June 2007 - Present
Sempra Energy January 2001 - June 2007
Lavine, Lofgren, Morris & Engelberg, LLP September 1994 - December 2000
Skills
OneSource, RIA, Microsoft Office, Hyperion, Business Objects
Education
UCSD 1986 — 2000
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
San Diego State University-California State University 1990 — 1992
Master of Business Administration (M.B.A.)
Science Applications International Corporation June 2007 - Present
Sempra Energy January 2001 - June 2007
Lavine, Lofgren, Morris & Engelberg, LLP September 1994 - December 2000
Skills
OneSource, RIA, Microsoft Office, Hyperion, Business Objects
Education
UCSD 1986 — 2000
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
San Diego State University-California State University 1990 — 1992
Master of Business Administration (M.B.A.)
David Kindness David Kindness's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2015 - April 2015
Job Conference Services Manager at Point Loma Nazarene University
Industry Accounting
Experience
Jack in the Box September 2015 - Present
Point Loma Nazarene University September 2012 - Present
Point Loma Nazarene University May 2015 - September 2015
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Freelance Graphic & Web Design February 2011 - September 2014
PLNU Conference Services May 2013 - September 2013
Kroger June 2011 - August 2012
Skills
Graphic Design, Social Media, Entrepreneurship, Public Speaking, Research, Business Development, Marketing, Politics, Nonprofits, Writing, Business Innovation, Business Strategy, Innovation, Technological Innovation, Social Media Marketing, New Business Development, Investments, Creative Writing, Microsoft Office, Microsoft Word, Facebook, Twitter, LinkedIn, Philosophy, Theology, Christian Theology
Education
Point Loma Nazarene University 2012 — 2015
Accounting, Business/Marketing
University of Washington 2011 — 2012
Business/Marketing
Jack in the Box September 2015 - Present
Point Loma Nazarene University September 2012 - Present
Point Loma Nazarene University May 2015 - September 2015
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Freelance Graphic & Web Design February 2011 - September 2014
PLNU Conference Services May 2013 - September 2013
Kroger June 2011 - August 2012
Skills
Graphic Design, Social Media, Entrepreneurship, Public Speaking, Research, Business Development, Marketing, Politics, Nonprofits, Writing, Business Innovation, Business Strategy, Innovation, Technological Innovation, Social Media Marketing, New Business Development, Investments, Creative Writing, Microsoft Office, Microsoft Word, Facebook, Twitter, LinkedIn, Philosophy, Theology, Christian Theology
Education
Point Loma Nazarene University 2012 — 2015
Accounting, Business/Marketing
University of Washington 2011 — 2012
Business/Marketing
Scott Jablow, CPA Scott Jablow, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2008 - Present
Job Partner at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - Present
RSM McGladrey January 2004 - June 2008
American Express Tax and Business Services January 2000 - January 2004
Derezin and Breier Co. June 1997 - January 2000
Noel Jablow, CPA January 1993 - April 1997
Skills
Individual Taxation, Partnership Taxation, Federal Taxation, State Taxation, Corporate Tax, Local Taxation
Education
University of Delaware 1992 — 1995
B.S., Accounting
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - Present
RSM McGladrey January 2004 - June 2008
American Express Tax and Business Services January 2000 - January 2004
Derezin and Breier Co. June 1997 - January 2000
Noel Jablow, CPA January 1993 - April 1997
Skills
Individual Taxation, Partnership Taxation, Federal Taxation, State Taxation, Corporate Tax, Local Taxation
Education
University of Delaware 1992 — 1995
B.S., Accounting
Kristi Norg, CPA Kristi Norg, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2014 - Present
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP January 2014 - Present
Norg Consulting January 2008 - January 2014
Southern California Professional Services,DBA J&E Tax and Bookkeeping January 2013 - December 2013
StelKast, Inc. October 2007 - July 2010
FPD Company June 2007 - October 2007
Technology Assessment & Transfer, Inc. June 2003 - November 2004
Skills
CPA, Income Tax, Tax Preparation, Form 1041, Form 706 Estate Taxation, Tax Accounting, Tax Returns, Estate & Gift Taxation, Trust taxation, Charitable Remainder..., Grantor Retained..., Grantor Trusts, Individual Returns, Pass-through Entities, Form 990 Private..., IRS Form 1065, Corporate Tax, IRS Form 1120, Multi-state tax returns, Account Reconciliation, Financial Statements, QuickBooks, General Ledger, Journal Entries, Accounts Receivable, Accounting, Accounts Payable, Financial Accounting, Financial Reporting, Financial Analysis, Bookkeeping, Expenses, GAAP Standards, Analysis, Records Management, Internal Controls, Accounting Processes &..., Inventory Controls &..., Spreadsheets &..., Spreadsheets, MS Access queries, MS Excel (Vlookup,...
Education
DeVry University, Keller Graduate School of Management 2011 — 2013
Master of Accounting & Financial Management, Public Accounting, GPA: 4.0
Community College of Allegheny County 2007 — 2009
Accounting Certificate, GPA: 4.0
University of Illinois at Urbana-Champaign 2000 — 2003
Bachelor’s Degree, Materials Science and Engineering
Lavine, Lofgren, Morris & Engelberg, LLP January 2014 - Present
Norg Consulting January 2008 - January 2014
Southern California Professional Services,DBA J&E Tax and Bookkeeping January 2013 - December 2013
StelKast, Inc. October 2007 - July 2010
FPD Company June 2007 - October 2007
Technology Assessment & Transfer, Inc. June 2003 - November 2004
Skills
CPA, Income Tax, Tax Preparation, Form 1041, Form 706 Estate Taxation, Tax Accounting, Tax Returns, Estate & Gift Taxation, Trust taxation, Charitable Remainder..., Grantor Retained..., Grantor Trusts, Individual Returns, Pass-through Entities, Form 990 Private..., IRS Form 1065, Corporate Tax, IRS Form 1120, Multi-state tax returns, Account Reconciliation, Financial Statements, QuickBooks, General Ledger, Journal Entries, Accounts Receivable, Accounting, Accounts Payable, Financial Accounting, Financial Reporting, Financial Analysis, Bookkeeping, Expenses, GAAP Standards, Analysis, Records Management, Internal Controls, Accounting Processes &..., Inventory Controls &..., Spreadsheets &..., Spreadsheets, MS Access queries, MS Excel (Vlookup,...
Education
DeVry University, Keller Graduate School of Management 2011 — 2013
Master of Accounting & Financial Management, Public Accounting, GPA: 4.0
Community College of Allegheny County 2007 — 2009
Accounting Certificate, GPA: 4.0
University of Illinois at Urbana-Champaign 2000 — 2003
Bachelor’s Degree, Materials Science and Engineering
Lindsey Renovales Lindsey Renovales's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2004 - April 2004
Job Tax Analyst 2 at Intuit
Industry Accounting
Experience
Intuit July 2015 - Present
Cubic July 2014 - June 2015
Kratos Defense and Security Solutions August 2008 - June 2014
J.H. Cohn LLP January 2005 - July 2008
Oliva, Sahmel and Goddard June 2004 - October 2004
Lavine, Lofgren, Morris & Engelberg, LLP January 2004 - April 2004
Considine & Considine June 2003 - August 2003
Grice, Lund, and Tarkington March 2003 - April 2003
Skills
Financial Statements, Microsoft Excel, Due Diligence, Microsoft Word, Mergers, Research, File Management, Microsoft Office, Sales, Recruiting, Policy Analysis, Acquisitions, Accounting, Financial Reporting, GAAP, Mergers & Acquisitions, Tax
Education
University of San Diego
Bachelor of Accountancy, Emphasis in Information Systems
Intuit July 2015 - Present
Cubic July 2014 - June 2015
Kratos Defense and Security Solutions August 2008 - June 2014
J.H. Cohn LLP January 2005 - July 2008
Oliva, Sahmel and Goddard June 2004 - October 2004
Lavine, Lofgren, Morris & Engelberg, LLP January 2004 - April 2004
Considine & Considine June 2003 - August 2003
Grice, Lund, and Tarkington March 2003 - April 2003
Skills
Financial Statements, Microsoft Excel, Due Diligence, Microsoft Word, Mergers, Research, File Management, Microsoft Office, Sales, Recruiting, Policy Analysis, Acquisitions, Accounting, Financial Reporting, GAAP, Mergers & Acquisitions, Tax
Education
University of San Diego
Bachelor of Accountancy, Emphasis in Information Systems
David Knittel, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience December 2014 - Present
Job Tax Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
AKT LLP, CPAs and Business Consultants December 2013 - December 2014
AKT, LLP CPAs and Business Consultants December 2009 - December 2013
CEA, LLP January 2009 - October 2009
CBIZ, MHM, LLC July 2006 - December 2008
Skills
Accounting, CPA, Tax, Tax Returns, Income Tax
Education
The University of Arizona
Master of Accountancy
University of Arizona
Bachelor of Science, Business Administration; Finance
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
AKT LLP, CPAs and Business Consultants December 2013 - December 2014
AKT, LLP CPAs and Business Consultants December 2009 - December 2013
CEA, LLP January 2009 - October 2009
CBIZ, MHM, LLC July 2006 - December 2008
Skills
Accounting, CPA, Tax, Tax Returns, Income Tax
Education
The University of Arizona
Master of Accountancy
University of Arizona
Bachelor of Science, Business Administration; Finance
Lorinda Scheunemann Lorinda Scheunemann's Lavine, Lofgren, Morris & Engelberg, LLP Experience 2010 - Present
Job Administrative Assistant at Lavine, Lofgren, Morris & Engelberg LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP 2010 - Present
Education
Arizona State University 2010 — 2012
Bachelor's, Liberal Studies, CUM 3.47
Lavine, Lofgren, Morris & Engelberg, LLP 2010 - Present
Education
Arizona State University 2010 — 2012
Bachelor's, Liberal Studies, CUM 3.47
Stacy Crocker, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2008 - November 2014
Job Tax Analyst at Intuit
Industry Accounting
Experience
Intuit November 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - November 2014
Deloitte 2007 - 2007
Ernst & Young June 2006 - August 2006
Skills
Tax, Accounting, Microsoft Excel, Corporate Tax, Auditing, Financial Analysis, Income Tax, Tax Preparation, Financial Accounting, Partnership Taxation, Financial Statements, QuickBooks
Education
San Diego State University-California State University 2008 — 2010
MSA, Tax
Loyola Marymount University 2003 — 2007
BS Accounting, Accounting
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor's of Business Administration, Business Law
Intuit November 2014 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - November 2014
Deloitte 2007 - 2007
Ernst & Young June 2006 - August 2006
Skills
Tax, Accounting, Microsoft Excel, Corporate Tax, Auditing, Financial Analysis, Income Tax, Tax Preparation, Financial Accounting, Partnership Taxation, Financial Statements, QuickBooks
Education
San Diego State University-California State University 2008 — 2010
MSA, Tax
Loyola Marymount University 2003 — 2007
BS Accounting, Accounting
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor's of Business Administration, Business Law
Sarrah Axelson's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2005 - August 2009
Job Sr. Finance Analyst at Sharp HealthCare
Industry Accounting
Experience
Sharp HealthCare October 2013 - Present
Sharp HealthCare December 2010 - October 2013
Sharp HealthCare August 2009 - December 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2005 - August 2009
Skills
Internal Controls, GAAP, Auditing, Financial Reporting, US GAAP, Accounting, Internal Audit, Financial Accounting, CPA, Financial Statements, General Ledger, Financial Analysis, Account Reconciliation, Revenue Recognition, Budgets
Education
San Diego State University-California State University 2003 — 2005
MS, Business - Accountancy
Grossmont College 2001 — 2003
AA, Transfer Studies
Sharp HealthCare October 2013 - Present
Sharp HealthCare December 2010 - October 2013
Sharp HealthCare August 2009 - December 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2005 - August 2009
Skills
Internal Controls, GAAP, Auditing, Financial Reporting, US GAAP, Accounting, Internal Audit, Financial Accounting, CPA, Financial Statements, General Ledger, Financial Analysis, Account Reconciliation, Revenue Recognition, Budgets
Education
San Diego State University-California State University 2003 — 2005
MS, Business - Accountancy
Grossmont College 2001 — 2003
AA, Transfer Studies
William (Bill) Super's Lavine, Lofgren, Morris & Engelberg, LLP Experience October 2007 - December 2008
Job Owner at William Super CPAs & Consultants
Industry Accounting
Experience
William Super CPAs & Consultants February 2010 - Present
Moss Adams LLP January 2009 - February 2010
Lavine, Lofgren, Morris & Engelberg, LLP October 2007 - December 2008
William F. Super CPAs & Consultants May 2001 - December 2007
Clothier & Head 1998 - 2002
Thoreson & Company CPAs 1995 - 1998
Benson & McLaughlin, P.S. 1986 - 1997
Education
Golden Gate University 1984 — 1988
Ms, Taxation
University of Virginia 1972 — 1976
BS Accounting, Accounting
William Super CPAs & Consultants February 2010 - Present
Moss Adams LLP January 2009 - February 2010
Lavine, Lofgren, Morris & Engelberg, LLP October 2007 - December 2008
William F. Super CPAs & Consultants May 2001 - December 2007
Clothier & Head 1998 - 2002
Thoreson & Company CPAs 1995 - 1998
Benson & McLaughlin, P.S. 1986 - 1997
Education
Golden Gate University 1984 — 1988
Ms, Taxation
University of Virginia 1972 — 1976
BS Accounting, Accounting
Wendy Van, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience February 2011 - Present
Job Tax Accountant
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP February 2011 - Present
Gumbiner Savett, Inc. July 2006 - October 2010
Transamerica Financial Advisors November 2005 - July 2006
Marc Filler Accountancy Corp October 2005 - June 2006
Monterey Park City Library June 1999 - May 2006
Toyota Financial Services July 2005 - September 2005
Secured Capital Corporation December 2004 - June 2005
Education
Golden Gate University 2009 — 2010
MS, Taxation
University of California, Los Angeles 2002 — 2006
B.A. Economics
Lavine, Lofgren, Morris & Engelberg, LLP February 2011 - Present
Gumbiner Savett, Inc. July 2006 - October 2010
Transamerica Financial Advisors November 2005 - July 2006
Marc Filler Accountancy Corp October 2005 - June 2006
Monterey Park City Library June 1999 - May 2006
Toyota Financial Services July 2005 - September 2005
Secured Capital Corporation December 2004 - June 2005
Education
Golden Gate University 2009 — 2010
MS, Taxation
University of California, Los Angeles 2002 — 2006
B.A. Economics
Blake Ryan's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2015 - Present
Job Audit Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - Present
Wolters Kluwer October 2012 - Present
Newland Communities May 2011 - October 2012
The Siegfried Group January 2011 - March 2011
Quetzaltrekkers Leon March 2010 - July 2010
CBIZ MHM, LLC October 2006 - January 2010
Skills
Revenue Recognition, Financial Reporting, Auditing, Internal Controls, US GAAP, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Statements, SEC filings, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business - Accounting
Palm Desert High School 1998 — 2002
Lavine, Lofgren, Morris & Engelberg, LLP September 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - Present
Wolters Kluwer October 2012 - Present
Newland Communities May 2011 - October 2012
The Siegfried Group January 2011 - March 2011
Quetzaltrekkers Leon March 2010 - July 2010
CBIZ MHM, LLC October 2006 - January 2010
Skills
Revenue Recognition, Financial Reporting, Auditing, Internal Controls, US GAAP, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Statements, SEC filings, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business - Accounting
Palm Desert High School 1998 — 2002
Jeff Ewan's Lavine, Lofgren, Morris & Engelberg, LLP Experience December 2009 - Present
Job Staff Accountant at Lavine, Lofgren, Morris & Engelberg
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2009 - Present
Ernst & Young August 2003 - November 2009
Skills
Accounting, Tax, Corporate Tax
Education
Miami University 1998 — 2003
Lavine, Lofgren, Morris & Engelberg, LLP December 2009 - Present
Ernst & Young August 2003 - November 2009
Skills
Accounting, Tax, Corporate Tax
Education
Miami University 1998 — 2003
Morgan Godwin's Lavine, Lofgren, Morris & Engelberg, LLP Experience 2007 - 2008
Job Homemaker
Industry Individual & Family Services
Experience
Dorchester School District 4 August 2011 - May 2013
Welch, Roberts & Amburn LLP May 2008 - July 2011
Lavine, Lofgren, Morris & Engelberg, LLP 2007 - 2008
Education
University of San Diego 2003 — 2008
Bachelor of Accountancy, Gender Studies
Dorchester School District 4 August 2011 - May 2013
Welch, Roberts & Amburn LLP May 2008 - July 2011
Lavine, Lofgren, Morris & Engelberg, LLP 2007 - 2008
Education
University of San Diego 2003 — 2008
Bachelor of Accountancy, Gender Studies
Anne-Marie Caporale's Lavine, Lofgren, Morris & Engelberg, LLP Experience February 2005 - May 2007
Job Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2007 - June 2012
Lavine, Lofgren, Morris & Engelberg, LLP February 2005 - May 2007
Kuhn & Koviak, CPA's, Inc. August 2003 - February 2005
Pasha Management, Inc. November 2002 - August 2003
Gatto, Pope & Walwick, LLP December 1998 - October 2002
JGD & Associates, LLP November 1996 - December 1998
Skills
Individual Taxation, Corporate Tax, Income Tax, Tax, Journal Entries, Accounting, Quickbooks, S Corporations, Tax Compliance, Tax Returns, Business Advisory, Tax Research, Tax Preparation, CPA
Education
San Diego State University-California State University 1997 — 2000
Masters
University of San Diego 1994 — 1997
Bachelor
Point Loma High School
Ernst & Young June 2007 - June 2012
Lavine, Lofgren, Morris & Engelberg, LLP February 2005 - May 2007
Kuhn & Koviak, CPA's, Inc. August 2003 - February 2005
Pasha Management, Inc. November 2002 - August 2003
Gatto, Pope & Walwick, LLP December 1998 - October 2002
JGD & Associates, LLP November 1996 - December 1998
Skills
Individual Taxation, Corporate Tax, Income Tax, Tax, Journal Entries, Accounting, Quickbooks, S Corporations, Tax Compliance, Tax Returns, Business Advisory, Tax Research, Tax Preparation, CPA
Education
San Diego State University-California State University 1997 — 2000
Masters
University of San Diego 1994 — 1997
Bachelor
Point Loma High School
Cheri Caylor, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience May 2007 - August 2009
Job Manager, Contract Accounting
Industry Banking
Experience
Alliance Data November 2013 - Present
Alliance Data September 2012 - October 2013
Cardinal Health August 2009 - September 2012
Lavine, Lofgren, Morris & Engelberg, LLP May 2007 - August 2009
Projector Doctor Inc. June 2002 - May 2007
Skills
SOX, Internal Controls, Tax, Compliance, Journal Entries, SEC reporting, Account Reconciliation, Analysis, GAAP, Accounting, Financial Statements, Cost Accounting, Auditing, General Ledger, Forecasting, Sarbanes-Oxley Act, Variance Analysis, SEC filings, Financial Accounting, US GAAP, CPA, Hyperion Enterprise, Internal Audit, Fixed Assets, Revenue Recognition, Financial Reporting, Financial Analysis, Accounts Receivable, PeopleSoft, Accounts Payable, Tax Preparation, Strategic Financial..., QuickBooks, Payroll, Managerial Finance, Corporate Tax, Budgets, Finance, Financial Modeling, Sarbanes-Oxley, Consolidation, Access, Corporate Finance, Process Improvement, SAP
Education
California State University San Marcos 2004 — 2007
Business Administration, Accountancy
Alliance Data November 2013 - Present
Alliance Data September 2012 - October 2013
Cardinal Health August 2009 - September 2012
Lavine, Lofgren, Morris & Engelberg, LLP May 2007 - August 2009
Projector Doctor Inc. June 2002 - May 2007
Skills
SOX, Internal Controls, Tax, Compliance, Journal Entries, SEC reporting, Account Reconciliation, Analysis, GAAP, Accounting, Financial Statements, Cost Accounting, Auditing, General Ledger, Forecasting, Sarbanes-Oxley Act, Variance Analysis, SEC filings, Financial Accounting, US GAAP, CPA, Hyperion Enterprise, Internal Audit, Fixed Assets, Revenue Recognition, Financial Reporting, Financial Analysis, Accounts Receivable, PeopleSoft, Accounts Payable, Tax Preparation, Strategic Financial..., QuickBooks, Payroll, Managerial Finance, Corporate Tax, Budgets, Finance, Financial Modeling, Sarbanes-Oxley, Consolidation, Access, Corporate Finance, Process Improvement, SAP
Education
California State University San Marcos 2004 — 2007
Business Administration, Accountancy
Victoria Ricasata's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2004 - November 2004
Job Senior Associate, Internal Audit at BioMed Realty Trust
Industry Accounting
Experience
BioMed Realty Trust August 2009 - Present
Cardinal Health/Carefusion October 2008 - July 2009
The Corky McMillin Companies December 2004 - September 2008
Lavine, Lofgren, Morris & Engelberg, LLP January 2004 - November 2004
KPMG LLP September 2000 - September 2002
Education
University of San Diego 1995 — 1999
Bachelor of Accountancy, Accounting
Ross elementary
BioMed Realty Trust August 2009 - Present
Cardinal Health/Carefusion October 2008 - July 2009
The Corky McMillin Companies December 2004 - September 2008
Lavine, Lofgren, Morris & Engelberg, LLP January 2004 - November 2004
KPMG LLP September 2000 - September 2002
Education
University of San Diego 1995 — 1999
Bachelor of Accountancy, Accounting
Ross elementary
Jared Eccles's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2006 - June 2013
Job CPA at Halverson & Company
Industry Accounting
Experience
Halverson & Company July 2013 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - June 2013
Sempra Energy Solutions June 2005 - August 2005
Skills
Tax Preparation, Corporate Tax, Tax, Income Tax, Partnership Taxation, Accounting, Financial Statements, Financial Accounting, Tax Returns, Budgets, Account Reconciliation, Financial Analysis, QuickBooks
Education
California State University-San Marcos - College of Business Administration 2004 — 2005
Bachelor of Science (B.S.), Business Administration - Accounting
Palomar College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts
Halverson & Company July 2013 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2006 - June 2013
Sempra Energy Solutions June 2005 - August 2005
Skills
Tax Preparation, Corporate Tax, Tax, Income Tax, Partnership Taxation, Accounting, Financial Statements, Financial Accounting, Tax Returns, Budgets, Account Reconciliation, Financial Analysis, QuickBooks
Education
California State University-San Marcos - College of Business Administration 2004 — 2005
Bachelor of Science (B.S.), Business Administration - Accounting
Palomar College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts
Lauren Peters, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience July 2004 - June 2012
Job Senior Accounting Manager
Industry Accounting
Experience
Ambit Biosciences June 2012 - Present
Lavine, Lofgren, Morris & Engelberg, LLP July 2004 - June 2012
Skills
GAAP, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Tax, Accounting
Education
University of San Diego 2007 — 2009
MAFM, Accounting and Financial Management
University of San Diego 2000 — 2004
B.S., Accounting
Ambit Biosciences June 2012 - Present
Lavine, Lofgren, Morris & Engelberg, LLP July 2004 - June 2012
Skills
GAAP, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Tax, Accounting
Education
University of San Diego 2007 — 2009
MAFM, Accounting and Financial Management
University of San Diego 2000 — 2004
B.S., Accounting
Jody Nottingham's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 1991 - September 1995
Job President at Nottingham & Associates CPA's, APC
Industry Accounting
Experience
Nottingham & Associates CPA's, APC October 2004 - Present
Nottingham & Doherty, CPA's APC October 2004 - February 2009
Kuebler, Prudhomme & Co., CPA's November 1999 - October 2004
Lavine, Lofgren, Morris & Engelberg, LLP September 1991 - September 1995
Skills
Tax Preparation, Tax Returns, Income Tax, Partnership Taxation, Corporate Tax, Sales Tax, CPA, Tax, Tax Accounting, GAAP, S Corporations, Tax Research, Payroll Taxes, General Ledger, Journal Entries, QuickBooks, Bookkeeping, Financial Statements, IRS, Accounting
Education
San Diego State University-California State University 1985 — 1987
BS, ACCOUNTING
Nottingham & Associates CPA's, APC October 2004 - Present
Nottingham & Doherty, CPA's APC October 2004 - February 2009
Kuebler, Prudhomme & Co., CPA's November 1999 - October 2004
Lavine, Lofgren, Morris & Engelberg, LLP September 1991 - September 1995
Skills
Tax Preparation, Tax Returns, Income Tax, Partnership Taxation, Corporate Tax, Sales Tax, CPA, Tax, Tax Accounting, GAAP, S Corporations, Tax Research, Payroll Taxes, General Ledger, Journal Entries, QuickBooks, Bookkeeping, Financial Statements, IRS, Accounting
Education
San Diego State University-California State University 1985 — 1987
BS, ACCOUNTING
Skyler Faulkner, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience December 2014 - Present
Job Tax Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
Ernst & Young June 2013 - September 2014
PKF June 2006 - June 2013
Skills
Accounting, GAAP, Tax Advisory, Financial Reporting, US GAAP
Education
San Diego State University-California State University 2001 — 2006
Bachelors, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
Ernst & Young June 2013 - September 2014
PKF June 2006 - June 2013
Skills
Accounting, GAAP, Tax Advisory, Financial Reporting, US GAAP
Education
San Diego State University-California State University 2001 — 2006
Bachelors, Accounting
shuba Rangan's Lavine, Lofgren, Morris & Engelberg, LLP Experience March 2001 - November 2002
Job Human Resources Professional
Industry Human Resources
Experience
Hera Hub September 2013 - Present
Nokia March 2004 - October 2007
Lavine, Lofgren, Morris & Engelberg, LLP March 2001 - November 2002
Resources Global Professionals (Formerly Resources Connection) June 2000 - August 2000
Skills
Human Resources
Education
University of California, San Diego 2003 — 2005
Professional Certification, Human Resources Development
University of California, San Diego 1999 — 2000
Professional Certification, Accounting
University of Madras 1994 — 1996
Master's degree, Business/Commerce, General
University of Madras 1991 — 1994
Bachelor's degree, Business/Commerce, General
Hera Hub September 2013 - Present
Nokia March 2004 - October 2007
Lavine, Lofgren, Morris & Engelberg, LLP March 2001 - November 2002
Resources Global Professionals (Formerly Resources Connection) June 2000 - August 2000
Skills
Human Resources
Education
University of California, San Diego 2003 — 2005
Professional Certification, Human Resources Development
University of California, San Diego 1999 — 2000
Professional Certification, Accounting
University of Madras 1994 — 1996
Master's degree, Business/Commerce, General
University of Madras 1991 — 1994
Bachelor's degree, Business/Commerce, General
Richard Aguirre's Lavine, Lofgren, Morris & Engelberg, LLP Experience February 2012 - May 2012
Job Senior Operations Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
LPL Financial June 2012 - December 2013
Lavine, Lofgren, Morris & Engelberg, LLP February 2012 - May 2012
Lavine, Lofgren, Morris & Engelberg, LLP September 2009 - January 2010
Education
The George Washington University 2006 — 2009
BA, International Affairs, History
Coronado High School 2002 — 2006
LPL Financial January 2014 - Present
LPL Financial June 2012 - December 2013
Lavine, Lofgren, Morris & Engelberg, LLP February 2012 - May 2012
Lavine, Lofgren, Morris & Engelberg, LLP September 2009 - January 2010
Education
The George Washington University 2006 — 2009
BA, International Affairs, History
Coronado High School 2002 — 2006
Jennifer Fox's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2003 - October 2006
Job Tax Manager at McKay, Carne, Lazarus & Goldbarg LLP
Industry Accounting
Experience
McKay, Carne, Lazarus & Goldbarg LLP January 2012 - Present
Moss Adams LLP October 2006 - December 2011
Lavine, Lofgren, Morris & Engelberg, LLP January 2003 - October 2006
Education
San Diego State University-California State University 2004 — 2005
Masters of Accountancy, Taxation
University of San Diego 1999 — 2003
Bachelors of Accountancy
McKay, Carne, Lazarus & Goldbarg LLP January 2012 - Present
Moss Adams LLP October 2006 - December 2011
Lavine, Lofgren, Morris & Engelberg, LLP January 2003 - October 2006
Education
San Diego State University-California State University 2004 — 2005
Masters of Accountancy, Taxation
University of San Diego 1999 — 2003
Bachelors of Accountancy
Merhej Elie Nassif's Lavine, Lofgren, Morris & Engelberg, LLP Experience October 2014 - Present
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP October 2014 - Present
RBTK, LLP January 2013 - September 2014
Matthew Lemas CPA & Associates October 2011 - December 2012
Union Bank May 2010 - September 2010
Wells Fargo Bank October 2008 - May 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Credit, Banking, Financial Accounting, Data Analysis, Fixed Assets, Corporate Tax, Income Tax, Auditing, Finance, Account Reconciliation, General Ledger, Internal Controls, Corporate Finance, Strategic Financial..., Financial Planning, Microsoft Office
Education
University of California, San Diego 2011 — 2011
Certificate, Accounting, 4.00
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics with specialization in International Economics and a minor in Statistics, 3.85
Saint Joseph School 2003 — 2005
Lebanese Baccalaureate
Lavine, Lofgren, Morris & Engelberg, LLP October 2014 - Present
RBTK, LLP January 2013 - September 2014
Matthew Lemas CPA & Associates October 2011 - December 2012
Union Bank May 2010 - September 2010
Wells Fargo Bank October 2008 - May 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Credit, Banking, Financial Accounting, Data Analysis, Fixed Assets, Corporate Tax, Income Tax, Auditing, Finance, Account Reconciliation, General Ledger, Internal Controls, Corporate Finance, Strategic Financial..., Financial Planning, Microsoft Office
Education
University of California, San Diego 2011 — 2011
Certificate, Accounting, 4.00
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics with specialization in International Economics and a minor in Statistics, 3.85
Saint Joseph School 2003 — 2005
Lebanese Baccalaureate
Joseph E. Harris's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2008 - May 2008
Job Student
Industry Retail
Experience
Jaco Clothing May 2011 - July 2011
Best Buy Mobile July 2009 - January 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - May 2008
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
MiraCosta College
Associates of Arts, Finance
Jaco Clothing May 2011 - July 2011
Best Buy Mobile July 2009 - January 2010
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - May 2008
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
MiraCosta College
Associates of Arts, Finance
Kerri Wong, CPA's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2008 - September 2011
Job Supervisor at CareFusion
Industry Accounting
Experience
CareFusion January 2013 - Present
CareFusion September 2011 - January 2013
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - September 2011
Skills
GAAP, Financial Analysis, Accounting, Auditing, Accounts Payable, Financial Reporting
Education
San Diego State University-California State University 2004 — 2008
B.S., Accounting
CareFusion January 2013 - Present
CareFusion September 2011 - January 2013
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - September 2011
Skills
GAAP, Financial Analysis, Accounting, Auditing, Accounts Payable, Financial Reporting
Education
San Diego State University-California State University 2004 — 2008
B.S., Accounting
Brian Surratt's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2003 - Present
Job President at Aztec Accountancy Group
Industry Accounting
Experience
Aztec Accountancy Group January 2013 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2003 - Present
Skills
Tax Preparation, Corporate Tax, GAAP, Income Tax, Partnership Taxation, CPA, Accounting, Financial Statements, Financial Reporting, Tax Returns, Microsoft Word
Education
University of Florida 1997 — 2001
Master of Accounting
San Diego State University-California State University 1981 — 1987
Bachelor of Arts (BA), Economics
Aztec Accountancy Group January 2013 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2003 - Present
Skills
Tax Preparation, Corporate Tax, GAAP, Income Tax, Partnership Taxation, CPA, Accounting, Financial Statements, Financial Reporting, Tax Returns, Microsoft Word
Education
University of Florida 1997 — 2001
Master of Accounting
San Diego State University-California State University 1981 — 1987
Bachelor of Arts (BA), Economics
Nathan Dessouky's Lavine, Lofgren, Morris & Engelberg, LLP Experience June 2009 - August 2009
Job Sales Manager at Macy's
Industry Retail
Experience
Macy's June 2015 - Present
Macy's October 2012 - Present
Macy's June 2012 - October 2012
University of Southern California August 2009 - May 2012
CXC Simulations May 2011 - July 2011
NBCUniversal, Inc. June 2010 - August 2010
Lavine, Lofgren, Morris & Engelberg, LLP June 2009 - August 2009
Pacific Symphony June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Event Planning, Social Networking, Microsoft Word, Market Research, Research, Marketing, Leadership
Education
University of Southern California 2008 — 2012
Bachelor of Science, Business Administration
Macy's June 2015 - Present
Macy's October 2012 - Present
Macy's June 2012 - October 2012
University of Southern California August 2009 - May 2012
CXC Simulations May 2011 - July 2011
NBCUniversal, Inc. June 2010 - August 2010
Lavine, Lofgren, Morris & Engelberg, LLP June 2009 - August 2009
Pacific Symphony June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Event Planning, Social Networking, Microsoft Word, Market Research, Research, Marketing, Leadership
Education
University of Southern California 2008 — 2012
Bachelor of Science, Business Administration
Michele Barrow's Lavine, Lofgren, Morris & Engelberg, LLP Experience September 2006 - Present
Job Tax Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2006 - Present
McGladrey June 2001 - September 2006
Arthur Andersen January 2000 - June 2001
Education
San Diego State University-California State University 2001 — 2003
Master of Science (MS), Taxation
California State University-San Marcos 1997 — 1999
Bachelor of Science (BS), Accounting
Lavine, Lofgren, Morris & Engelberg, LLP September 2006 - Present
McGladrey June 2001 - September 2006
Arthur Andersen January 2000 - June 2001
Education
San Diego State University-California State University 2001 — 2003
Master of Science (MS), Taxation
California State University-San Marcos 1997 — 1999
Bachelor of Science (BS), Accounting
Rene Schad's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2008 - Present
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - Present
Lindsay & Brownell, LLP November 2004 - December 2007
Skills
Corporate Tax, Tax Preparation, Income Tax
Education
San Diego State University-California State University 1998 — 2000
Master's degree, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP January 2008 - Present
Lindsay & Brownell, LLP November 2004 - December 2007
Skills
Corporate Tax, Tax Preparation, Income Tax
Education
San Diego State University-California State University 1998 — 2000
Master's degree, Accounting
Cody Russell's Lavine, Lofgren, Morris & Engelberg, LLP Experience January 2015 - April 2015
Job Accountant
Industry Accounting
Experience
JGD & Associates LLP August 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Point Loma Nazarene University August 2013 - January 2015
Del Mar Fairgrounds June 2012 - July 2014
Skills
Tax, Financial Accounting, Accounting, Financial Reporting, Bookkeeping, QuickBooks, Microsoft Office, Microsoft Word, Teamwork, Time Management, Microsoft Excel, Communication, PowerPoint, Financial Analysis
Education
Point Loma Nazarene University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
JGD & Associates LLP August 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Point Loma Nazarene University August 2013 - January 2015
Del Mar Fairgrounds June 2012 - July 2014
Skills
Tax, Financial Accounting, Accounting, Financial Reporting, Bookkeeping, QuickBooks, Microsoft Office, Microsoft Word, Teamwork, Time Management, Microsoft Excel, Communication, PowerPoint, Financial Analysis
Education
Point Loma Nazarene University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
Linda McKaig's Lavine, Lofgren, Morris & Engelberg, LLP Experience June 1998 - November 2000
Job Tax Manager at EY
Industry Accounting
Experience
EY November 2000 - Present
Lavine, Lofgren, Morris & Engelberg, LLP June 1998 - November 2000
Rohr Industries June 1996 - June 1998
Education
San Diego State University-California State University 1983 — 1986
Master's degree, Accounting - Tax
University of San Diego
Bachelor of Business Administration (BBA), Business Administration and Management, General
EY November 2000 - Present
Lavine, Lofgren, Morris & Engelberg, LLP June 1998 - November 2000
Rohr Industries June 1996 - June 1998
Education
San Diego State University-California State University 1983 — 1986
Master's degree, Accounting - Tax
University of San Diego
Bachelor of Business Administration (BBA), Business Administration and Management, General