LevitZacks Certified Public Accountants
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LevitZacks Certified Public Accountants Employees
Office of Chief Counsel, IRS April 2010 - Present
LevitZacks Certified Public Accountants June 2008 - April 2010
JGD & Associates LLP January 2005 - August 2007
PricewaterhouseCoopers September 2002 - November 2004
Skills
Tax Law, Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, Litigation, Tax Controversy, SEC filings, Accounting, IRS, Trials, Tax Returns, Tax Research, Courts
Education
University of San Diego School of Law 2009 — 2009
LL.M. Taxation, Magna Cum Laude
University of San Diego School of Law 2005 — 2009
Juris Doctor, Cum Laude, Top 15% (47/327)
University of San Diego 1998 — 2002
Bachelor of Accountancy, Magna Cum Laude
LevitZacks, Certified Public Accountants September 2004 - Present
Ernst & Young, LLP September 1998 - October 2003
Coopers & Lybrand July 1995 - September 1998
Bankers Trust August 1993 - July 1995
Security Pacific National Trust Company January 1990 - July 1993
Kenneth Leventhal & Co., CPA's January 1985 - January 1990
Skills
Tax, Corporate Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Law, FIN 48, International Tax, FAS109, Tax Research, Financial Accounting, FAS 5, Trusts, Forensic Accounting, Due Diligence, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, S Corporations
Education
California State University-Northridge 1975 — 1979
Bachelor of Science, Business Administration/Accounting
Golden Gate University 1997 — 2000
MS, Taxation
LevitZacks Certified Public Accountants 2008 - Present
California Society of CPAs/CalCPA Education Foundation May 2015 - Present
California Society of CPAs/CalCPA Education Foundation May 2013 - April 2015
KPMG Audit 2007 - 2008
Jolly Jumbuck Leathers 2005 - 2008
Skills
Accounting, Auditing, Financial Analysis, Excel, Financial Reporting, Audit, Microsoft Office, Real Estate, Internal Controls, Accounts Receivable, GAAP, General Ledger, Cash Flow, Financial Planning, US GAAP, Strategic Financial..., Microsoft Excel, Cash Management, Financial Audits, Financial Accounting, CPA, SEC filings, Tax, Corporate Tax, Tax Preparation, Financial Statements, QuickBooks, SEC Filings, Tax Returns
Education
University of San Diego 2003 — 2007
Bachelor’s Degree, Accounting and Business Administration
AT&T July 2014 - Present
Cricket Communications April 2012 - July 2014
LevitZacks Certified Public Accountants October 2008 - April 2012
Shechtman Marks Devor PC September 2006 - September 2008
Education
Georgian Court University 2004 — 2006
MBA
Georgian Court University 2001 — 2005
B.S., Accounting
LevitZacks Certified Public Accountants 2013 - Present
Wipfli LLP 2008 - 2013
Skills
Tax, Tax Research, CPA, Tax Preparation, Corporate Tax, Tax Advisory, Trusts, ProSystem fx Tax, Partnership Taxation, Tax Accounting, Accounting, Income Tax, Tax Returns, S Corporations, US Tax, Financial Statements, QuickBooks, General Ledger, Estate Planning
Education
University of Saint Thomas - School of Business 2004 — 2008
Bachelors, Accounting
Carlson School of Management
Tax
LevitZacks Certified Public Accountants 2009 - Present
McKay Carne Buniva Lazarus & Goldbarg 2004 - 2009
Moss Adams LLP 1995 - 2004
Various Large Local San Diego Based CPA Firms 1984 - 1995
Skills
Partnership Taxation, Tax, Corporate Tax, High Net Worth..., Estate Planning, Estate Tax Planning, Tax Research, Tax Law, Small Business, S Corporations, Accounting, LLC, CPA, Tax Returns, Tax Advisory, Tax Accounting, International Tax, Trusts, IRS
Education
Golden Gate University
Master of Science (MS), Taxation
San Diego State University-California State University
BS Business, Accounting
LevitZacks Certified Public Accountants July 2010 - Present
CBIZ MHM, LLC September 2004 - July 2010
Alliant International University September 2002 - August 2004
Novex, Inc. January 1991 - April 2000
Skills
Account Reconciliation, Accounting, QuickBooks, Financial Statements, Bookkeeping
Education
Institute of Business Administration 1976 — 1980
MBA, Finance and Accounting
St. Joseph's Convent School (Karachi)
High School
Parsons CPA, PLLC July 2015 - Present
Cherry Bekaert LLP November 2012 - May 2015
LevitZacks Certified Public Accountants July 2008 - November 2012
Compere & Robinette, CPA January 2006 - July 2008
Reynolds & Co, CPA March 2004 - December 2005
Skills
Tax Returns, Accounting, Bookkeeping, Partnership Taxation, Corporate Tax, Income Tax, Tax, Tax Preparation, QuickBooks, GAAP, Financial Reporting, Financial Accounting, Cash Flow
Education
University of Central Missouri 1992 — 1995
B.S., Business Administration/Accounting
Haskell & White LLP July 2015 - Present
Haskell & White LLP August 2014 - July 2015
Cherry Bekaert LLP September 2012 - July 2014
LevitZacks Certified Public Accountants December 2007 - August 2012
Weworski & Associates August 2003 - December 2007
Skills
Financial Audits, US GAAP, SEC filings, Assurance, Auditing, CPA, Accounting, FAR, Due Diligence, Mergers & Acquisitions, GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2000 — 2003
B.S., Business Administration-Accounting
Universidad Autonoma de Guadalajara 1993 — 1996
Westcott Mazda March 2013 - Present
LevitZacks Certified Public Accountants May 2012 - Present
Parke, Guptill & Co. LLP July 2007 - October 2011
Westcott Mazda January 1994 - June 2007
Skills
CPA, GAAP, Corporate Tax, Accounting, Tax, QuickBooks, Tax Preparation, Tax Research, General Ledger, Internal Controls, Financial Accounting, Forensic Accounting, Accruals, Sales Tax, Fixed Assets, Journal Entries, Strategic Financial..., Financial Statements, Financial Analysis, Accounts Payable, S Corporations, Cash Flow, Partnership Taxation, Accounts Receivable, Tax Accounting, Bookkeeping, Financial Reporting, Account Reconciliation, Tax Returns, Auditing, Income Tax, US GAAP, Revenue Recognition
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Accounting
Applied Materials April 2014 - Present
Northrop Grumman Corporation January 2012 - April 2014
EdeniQ, Inc. January 2010 - October 2011
LevitZacks Certified Public Accountants November 2006 - August 2009
Attain Capital Management June 2003 - August 2003
Education
San Diego State University-California State University 2005 — 2006
MSA, Accountancy
Loyola University of Chicago 2001 — 2005
BBA, Accounting
Maine East High School 1997 — 2001
LevitZacks Certified Public Accountants October 1986 - Present
Skills
Tax, Corporate Tax, Partnership Taxation, Income Tax, Tax Returns
Education
Cleveland State University 1976 — 1980
LevitZacks Certified Public Accountants September 2014 - April 2015
Ennis, Pellum & Associates, CPAs November 2008 - April 2012
McPhillips, Roberts & Deans 1999 - 2005
Charles E Smith Company February 1998 - July 1999
Keller Bruner & Co January 1997 - February 1998
Hariton, Mancuso & Jones 1991 - 1997
Guest Quarters Hotel May 1985 - March 1988
Crested Butte Mountain Resort 1981 - 1984
Skills
Tax Preparation, Tax, CPA, Accounting, Tax Returns, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Auditing, Financial Analysis, Income Tax, Corporate Tax, Financial Statements, Tax Accounting, General Ledger, US GAAP, S Corporations, Tax Research
Education
University of Maryland University College 2006 — 2008
Master's degree work, Finance and Accouting
University of Maryland University College 1987 — 1991
BS, Business Management and Accounting
LevitZacks Certified Public Accountants July 2008 - Present
McGladrey June 2005 - July 2008
Skills
CPA, Income Tax, Corporate Tax, Tax Preparation, Tax, GAAP, Accounting, Tax Accounting, Tax Research, QuickBooks, Tax Returns, US GAAP, General Ledger, Internal Controls, Partnership Taxation
Education
DePaul University 2006 — 2008
Master's degree, Taxation
Colegio de San Juan de Letran 1995 — 1999
Bachelor of Science (BS), Accountancy
LevitZacks Certified Public Accountants June 1987 - Present
Skills
Tax, Corporate Tax, Estate Planning, Partnership Taxation, Tax Preparation, Income Tax, CPA, Accounting, Internal Controls, Tax Returns, US GAAP, General Ledger
Education
National University
BBA, Accounting
University of Idaho
English, History
BofI Federal Bank November 2012 - Present
BofI Federal Bank December 2010 - November 2012
LevitZacks Certified Public Accountants September 2007 - April 2009
KPMG LLP September 2006 - May 2007
Aztec Shops Inc October 2001 - May 2003
Skills
Internal Controls, Auditing, Accounting, GAAP, SEC filings, Financial Statements, Internal Audit, CPA, Budgets, Financial Risk, SOX 404, Analysis, Management, Financial Reporting, US GAAP, Financial Accounting, Tax, Account Reconciliation, External Audit, General Ledger, Credit
Education
San Diego State University-California State University 2001 — 2006
Business, Accounting
LevitZacks Certified Public Accountants August 2015 - Present
LevitZacks Certified Public Accountants August 2015 - Present
Aronson LLC September 2014 - July 2015
Aronson LLC February 2013 - September 2014
Skills
Accounting, GAAP, Microsoft Excel, Financial Reporting, Microsoft Office, Financial Analysis, Microsoft Word, General Ledger, Auditing, Financial Accounting
Education
University of Maryland University College 2011 — 2013
BS, Business Administration and Management, General
University of Maryland College Park
LevitZacks Certified Public Accountants November 2014 - Present
Black & Veatch April 2014 - November 2014
Kiewit March 2013 - February 2014
Kiewit December 2012 - February 2013
Freelance Marking & Sales February 2011 - January 2013
Texas A&M University-Corpus Christi January 2010 - May 2011
Everest Resources August 2010 - October 2010
Dreaming 2 Acres May 2007 - January 2009
Skills
Accounts Payable, Accounts Receivable, Time Management, Microsoft Excel, Microsoft Office, Outlook, Teamwork, QuickBooks, Accounting, Leadership, PowerPoint, Analysis, Data Analysis, Organization, Public Speaking, Fundraising, Financial Analysis, Office Management, Forecasting, Financial Reporting, Contract Management, Business Management, Account Management, Budgets, Operational Cost..., Standards Compliance, Cost Accounting, Account Reconciliation, Meeting Planning, Close Attention to..., Team Management, Team Leadership, Group Training, Communication, Problem Solving, Creative Problem Solving, Document Management, Strengthening Client..., Marketing, Product Promotion, Product Launch, Customer Education, Sales, Budget Forecasts, Data Entry, Accruals, Payroll, Auditing, Financial Accounting, Invoicing
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting
Texas A&M University-Corpus Christi 2008 — 2012
Bachelor's Degree, Accounting and Business/Management
St. Cloud State University 2007 — 2008
LevitZacks Certified Public Accountants December 2014 - Present
Hampton Roads Contracting & Equipment Company, L.C. June 2013 - August 2014
Smithfield Station June 2012 - August 2013
Smithfield Station October 2006 - June 2013
Brickhouse Tavern October 2011 - February 2012
Skills
Accounts Payable, Accounts Receivable, Accounting, QuickBooks, Peachtree, Data Entry, Journal Entries, General Ledger, Financial Reporting, Bank Reconciliation, Microsoft Excel, Auditing, Training, Time Management, Payroll, Account Reconciliation, IFRS, Sage Accounting Software, T&M, Payroll Taxes, Sales & Use Tax..., US GAAP, Cost Projections
Education
Christopher Newport University 2010 — 2012
Bachelor of Science in Business Administration, Accounting
Paul D Camp Community College 2008 — 2010
Associate's degree, Business Administration
CBIZ MHM, LLC July 2015 - Present
LevitZacks Certified Public Accountants November 2012 - December 2014
Macias Gini & O'Connell LLP September 2006 - September 2012
Skills
Auditing, Financial Statements, Forensic Accounting, Mergers & Acquisitions, Management, Tax, Management Consulting, GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, External Audit, Accounting, Financial Accounting
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Business Administration, emphasis in Accounting
College Loan Corporation April 2014 - Present
Edvisors April 2014 - Present
College Loan Corporation April 2008 - April 2014
Amylin Pharmaceuticals January 2007 - April 2008
Grant Thornton LLP July 2005 - December 2006
Ligand Pharmaceuticals September 2004 - June 2005
LevitZacks Certified Public Accountants November 2003 - September 2004
Grant Thornton LLP August 2001 - November 2003
Skills
Certified Fraud Examiner, Certified Public..., Microsoft Office, Auditing, Internal Controls, Internal Audit, Financial Analysis, Financial Reporting, Financial Accounting, Capital Budgeting, Mergers, Accounting, Finance, Controllers, Spanish-speaking, Mortgage Banking, Student Loans, Not for Profit, Biotechnology, Tax Accounting, Derivatives, Employee Stock Options, Consolidation, Monthly Close, Year-end Close, Revenue Recognition, Management Consulting, GAAP, US GAAP, SEC filings, General Ledger, Cost Accounting, Variance Analysis, Financial Statements, Financial Audits, CPA, Sarbanes-Oxley Act, Sarbanes-Oxley, Accruals, Cash Flow, IFRS, Cash Flow Forecasting, Fixed Assets, Business Control, Hyperion Enterprise, Chartered Global..., CGMA, Management, Due Diligence, External Audit
Education
San Diego State University-California State University 2006 — 2008
Master of Science in Business Administration, Finance
University of California, Riverside 1997 — 2001
BS Business Administration, Accounting
LevitZacks Certified Public Accountants January 2008 - Present
Meaden & Moore September 2005 - December 2008
Verizon Business June 2005 - September 2005
Skills
Troubled debt..., Stock based..., Tax provision (ASC 740), Consolidation including..., Foreign currency (ASC..., Multi-deliverable..., Software revenue..., Internal controls, Forensic accounting, Pfx Engagement, Microsoft Excel, QuickBooks, Microsoft Word, 401k Audits, Forensic Accounting, Internal Controls, CPA, Accounting, GAAP, Finance, General Ledger, US GAAP, Financial Accounting, Financial Reporting, Auditing, Internal Audit, Financial Analysis, Management
Education
Keller Graduate School of Management 2008 — 2011
MAFM, Accounting and Finance
The Ohio State University Fisher College of Business 2004 — 2006
BA, Accounting
Merrill Edge November 2011 - Present
La Jolla CPA / R.I. Financial Services, LLC 2010 - November 2011
MetLife - Financial Planning November 2007 - July 2010
LevitZacks Certified Public Accountants 2006 - 2007
Millimaki Eggert, LLC January 2004 - December 2006
Skills
Small Business, Financial Planning, Leadership, Retirement Planning, Insurance, Financial Services, Strategic Planning, Estate Planning, Finance, Retirement
Education
San Diego State University-California State University 2000 — 2003
Business, Accounting
Independent Contractor May 2009 - Present
Dr. James Clay Wellborn, Jr. 2010 - 2012
Fairfield Residential July 2006 - June 2009
LevitZacks Certified Public Accountants 2003 - 2006
Scripps Health November 2001 - December 2002
Arthur Andersen August 2000 - October 2001
Education
University of Arkansas 1999 — 2000
Masters, Accountancy
Centenary College of Louisiana 1995 — 1999
BS, Accounting
St. Mary's
UG2 May 2013 - Present
DTZ, a UGL company September 2012 - May 2013
Staples May 2011 - September 2012
Staples March 2010 - April 2011
Staples December 2008 - February 2010
LevitZacks Certified Public Accountants 2006 - 2008
Skills
Accounting, Internal Controls, Financial Reporting, Financial Accounting, Auditing, GAAP, Financial Analysis, Budgets, Microsoft Excel, Essbase, Microsoft Word, Forecasting, General Ledger, PowerPoint, Account Reconciliation, Finance
Education
University of Massachusetts, Amherst 2002 — 2006
BBA, Accounting
Natick High School 1999 — 2002
LevitZacks Certified Public Accountants June 2011 - Present
Skills
Tax, Tax Law, Income Tax, Accounting, Corporate Law, Compliance, Due Diligence, Corporate Tax, Legal Writing, Business Planning, US GAAP, SEC filings, Trusts, International Tax, Partnership Taxation, Internal Controls, Tax Advisory, CPA, Mergers & Acquisitions, Tax Research, Estate Tax Planning, Tax Accounting, Tax Returns, Auditing, Tax Preparation, GAAP, General Ledger, Financial Accounting, SEC Filings
Education
University of San Diego School of Law
Master of Laws (LL.M.), Taxation
University of San Diego School of Law
Doctor of Law (J.D.), Taxation
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.), Business Administration
Rancho Bernardo High School
LevitZacks Certified Public Accountants December 2013 - Present
Schmidt Westergard & Company, PLLC January 2011 - November 2013
McGladrey August 2006 - January 2011
Valentine & Bond, Ltd. November 2005 - July 2006
Valentine & Bond, Ltd. May 2001 - October 2005
Valentine & Bond, Ltd. June 1997 - April 2001
Skills
Tax, Tax Research, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Returns, S Corporations, QuickBooks, Fixed Assets, Tax Advisory, US Tax
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Accounting
SAS Tax & Consulting Solutions January 2014 - Present
Intuit June 2013 - Present
Accounting & Financial Women's Alliance 2006 - 2015
LevitZacks Certified Public Accountants December 2011 - June 2013
McKay, Carne, Lazarus & Goldbarg January 2006 - November 2011
Intuit July 2005 - December 2008
Leap Wireless International, Inc. June 2003 - January 2004
Heyman & Associates September 2002 - June 2003
Huhtamaki Americas April 2000 - July 2002
Baird, Kurtz & Dobson January 1999 - April 2000
Skills
Accounting, Tax Preparation, CPA, Tax, Corporate Tax, QuickBooks, Income Tax, Bookkeeping, Partnership Taxation, Preparation, General Ledger, Tax Returns, Tax Accounting, Account Reconciliation, Trusts, Tax Research, Finance, Small Business, Sarbanes-Oxley Act, Cost Accounting, Due Diligence, Tax Law, Revenue Recognition, External Audit, SEC filings, US GAAP, Financial Audits, Financial Statements, Internal Controls, Cash Flow Forecasting, S Corporations, International Tax, Forensic Accounting, Internal Audit, GAAP, Assurance
Education
Kansas State University 1995 — 1997
MAcc, Accounting w/Tax Emphasis
University of Kansas 1982 — 1986
B.S., Business Administration
Levitzacks, Certified Public Accountants January 2007 - Present
Burr Pilger Mayer 2006 - 2006
Skills
GAAP, Income Tax, Tax Law, Corporate Tax, Tax Preparation, Tax Research, Tax, Partnership Taxation, General Ledger, Tax Returns, US GAAP, International Tax, Tax Accounting, CPA
Education
Golden Gate University 1994 — 2000
MBA (Accounting), MS (Tax)
Ambrx 2004 - Present
Sony Online Entertainment 1999 - 2004
FPA Medical Management 1997 - 1998
LevitZacks Certified Public Accountants 1995 - 1997
Skills
Financial Analysis, Mergers & Acquisitions, CRIS, Budgets, Strategic Planning, Start-ups, Finance, Management, Leadership, Mergers, Process Improvement, Biotechnology, Financial Modeling, Revenue Recognition, Corporate Development, Accounting, Cross-functional Team...
Education
University of Southern California - Marshall School of Business 2008 — 2010
Master of Business Administration (MBA)
San Diego State University-California State University 1989 — 1992
B.S., Business Administration with Emphasis in Accounting
Booz Allen Hamilton May 2014 - Present
Booz Allen Hamilton March 2012 - April 2014
General Atomics Aeronautical Systems January 2012 - March 2012
Lockheed Martin IS&GS April 2009 - January 2012
Lockheed Martin Mission Systems and Sensors (MS2) July 2008 - April 2010
LevitZacks Certified Public Accountants November 2007 - July 2008
RPR Partners, LLP January 2007 - November 2007
Skills
Program Management, Accounting, Financial Analysis, Earned Value Management, Forecasting, Financial Reporting, Process Improvement
Education
California State University-San Marcos - College of Business Administration 2002 — 2006
Bachelors of Science in Business Administration, Accountancy
LevitZacks Certified Public Accountants June 2003 - Present
Diehl Evans & Co., LLP November 1989 - May 2003
Skills
Tax, Accounting, Corporate Tax, SEC filings, CPA, Managerial Finance, GAAP, US GAAP, Partnership Taxation, Tax Law, Income Tax, Tax Research, S Corporations, Estate Tax Planning
Education
San Diego State University-California State University 1986 — 1989
BS, Accounting
AMN Healthcare September 2012 - Present
GMG Diversified January 2008 - Present
SDC & Associates, Inc January 2010 - December 2011
K&G Paving & Sealing Co. April 2007 - December 2010
LevitZacks Certified Public Accountants December 2005 - July 2007
DC Shoes March 1999 - August 2004
Skills
Construction, Auditing, Leadership, Accounting, Management, Microsoft Excel, QuickBooks
Education
California State University San Marcos 2004 — 2005
Bachelor's Degree, Accounting and Business/Management
San Diego Pub Crawler January 2011 - Present
Lindsay & Brownell, LLP January 2012 - April 2013
LevitZacks Certified Public Accountants January 2006 - February 2010
Montecito Bank & Trust June 2003 - June 2005
Skills
Accounting, QuickBooks, Tax, Financial Statements, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Auditing, Corporate Tax, Event Planning, Event Management, Corporate Events, Customer Service, Management
Education
University of California, Santa Barbara 2001 — 2005
Econonics w/ emphasis in Accounting, Ecomonics
Fairfield Residential October 2013 - Present
Apricus Biosciences June 2012 - May 2013
LevitZacks Certified Public Accountants August 2006 - May 2012
Suplee Clooney & Company 2001 - 2006
Skills
CPA, Auditing, GAAP, Internal Controls, Financial Accounting, General Ledger, SEC filings
Education
Fairleigh Dickinson University 1999 — 2003
B.S., Accounting
Westcore Properties July 2011 - Present
LevitZacks Certified Public Accountants March 2010 - July 2011
Diehl Evans & Co., LLP February 2007 - February 2010
Education
University of California, San Diego 2001 — 2005
Bachelor of Science