LMGW CPA's LLP
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LMGW CPA's LLP Employees
Self-employed October 2014 - Present
BTA, Inc. December 2013 - October 2014
LMGW CPAs LLP January 2013 - December 2013
Codiga & Associates, CPA January 2011 - December 2012
UC Santa Cruz September 1994 - September 2000
Skills
CPA candidate, Experience in taxation,..., Accounting, Tax, Tax Preparation, Income Tax, QuickBooks, Tax Returns, Corporate Tax, GAAP, General Ledger, Tax Accounting, Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Financial Reporting, Account Reconciliation
Education
Santa Clara University - Leavey School of Business CAAP Program 2013 — 2014
Certificate in Advanced Accounting Proficiency (CAAP), Accounting
Cabrillo College 2011 — 2014
Accounting, business, and economics courses
University of California, Berkeley
Master's Degree, Journalism
University of California, Los Angeles
Bachelor's Degree, Theater Arts
LMGW CPA's LLP December 2012 - Present
Pro Line Printing, Inc. November 2003 - November 2012
OM, Inc. / PSE, Inc January 2003 - November 2003
CBIZ: Shilling & Kenyon/SK Consulting January 1999 - January 2003
Brooks, Stednitz & Rhodes, Accountancy Corporation January 1998 - January 1999
Reed’s Sport Shop January 1986 - January 1998
Skills
General Ledger, Accounting, Accounts Payable, Accounts Receivable, QuickBooks, Internal Controls, Account Reconciliation, Fixed Assets, 90 wpm, 10-key by touch
Education
San Jose State University
BS, Accounting
LMGW CPA's LLP May 2007 - Present
Mountain Winery January 2006 - January 2007
Skills
Budgets, Tax, Accounting, General Ledger, Bookkeeping, Cash Flow Forecasting, Corporate Tax, Income Tax, CPA, Auditing, Payroll, Accounts Receivable, Partnership Taxation, Payroll Taxes, Sales Tax
Education
California Polytechnic State University-San Luis Obispo 1997 — 2003
BS, Economics
LMGW CPA's LLP January 2015 - Present
LMGW CPA's LLP October 2007 - December 2014
Harb, Levy & Weiland LLP November 2005 - September 2007
Mokros & Ass March 2004 - July 2005
Skills
Tax, Income Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, Tax Returns, Tax Research, S Corporations, Auditing, QuickBooks, Estate Tax Planning, Financial Analysis, Tax Law, IRS, Tax Audits, Tax Compliance, Management, Federal Tax, Tax Services, Employee Stock Options, Start-up Consulting
Education
Golden Gate University 2006 — 2008
MS, Taxation
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts, Business Economics
Leland High School 1995 — 1999
LMGW CPA's LLP August 2013 - April 2015
Krohn + Company, CPAs December 2011 - July 2013
L Pasion Inspections January 2010 - December 2011
Extreme Learning December 2010 - May 2011
Frank, Rimeran + Co. LLP September 2008 - April 2009
Frank, Rimerman + Co. LLP June 2007 - August 2007
Chicken Soup For The Soul September 2006 - December 2006
Skills
Partnerships, Corporate Law, QuickBooks, Payroll, Spreadsheets, Tax, CPA, Accounting, Microsoft Excel, Financial Reporting, Auditing, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Financial Statements, Bookkeeping
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Economics; Accounting
Bellarmine College Preparatory 2000 — 2004
Spot On Consulting Group February 2014 - Present
LMGW CPA's LLP August 2010 - August 2013
LMGW CPA's LLP January 2009 - September 2010
Daszkal Bolton LLP October 2006 - December 2008
Rukin & Co. CPA's July 2004 - October 2006
Skills
Corporate Tax, Tax, Income Tax, Accounting, Partnership Taxation, QuickBooks, Tax Research, US Tax, S Corporations, International Tax, CPA, Tax Preparation
Education
Florida Atlantic University 2007 — 2009
Masters, Taxation
Florida Atlantic University 2000 — 2003
BS, Accounting
LMGW CPA's LLP January 2015 - Present
LMGW CPA's LLP January 2012 - December 2014
LMGW CPA's LLP November 2002 - December 2011
Keith D. Plottel, CPA Inc. 1999 - 2002
Business Tax & Bookkeeping, Inc. 1993 - 1999
Skills
Tax, Accounting, Income Tax, Strategic Planning, Tax Accounting, Tax Preparation, QuickBooks, General Ledger, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Corporate Tax, Financial Reporting, Tax Returns, Financial Accounting
Education
University of Phoenix
Bachelor's degree, Accounting
Standish Management, LLC July 2015 - Present
5AM Ventures December 2012 - May 2015
Venrock May 2011 - December 2012
Sensiba San Filippo, LLP July 2007 - May 2011
LMGW CPA's LLP September 2006 - February 2007
Education
Santa Clara University 2003 — 2006
BS, Finance
Leland High School 1998 — 2002
LMGW October 2007 - Present
LMGW CPA's LLP October 2007 - December 2014
LMGW CPA's LLP 2002 - September 2007
Keith D. Plottel CPA, Inc. 1986 - 2002
Skills
Tax, Accounting, Income Tax, Start-ups, Valuation, Corporate Tax, Litigation Support, Family Law, CPA, Tax Advisory, Tax Law, QuickBooks, Tax Preparation, S Corporations, Estate Tax Planning, Management
Education
San Jose State University 1969 — 1974
BA, Environmental Studies
LMGW CPA's LLP December 2012 - February 2013
Tri-State Enterprises, Inc February 2012 - September 2012
Skills
Administrative Office..., Organization &..., Customer Service, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, QuickBooks, Fax, Spreadsheets, Invoicing, Multi-line Phone, Teamwork, Efficiency, Effectiveness, Self-starter, Focused Execution, Time Management, Data Entry, Filing, Leadership, Customer Satisfaction, Research, Office Administration, Process Scheduler, PowerPoint, Software Documentation, Access, Acrylic Painting, Chalk, Design, Event Designing, Event Management
Education
Hope International University
Associate's Degree
Hope International University 2011 — 2012
West Valley College 2011 — 2011
Pioneer Family Academy 2007 — 2011
High School Diploma
Hock Company November 2013 - Present
LMGW CPA's LLP January 2009 - November 2013
Chizar Properties March 2008 - July 2008
Clement Support Services 2005 - 2007
Round Table Pizza 2002 - 2006
Skills
Accounting, Tax, Audit, Auditing, Financial Accounting, GAAP, Finance
Education
Santa Clara University - Leavey School of Business 2009 — 2009
CAAP, Accounting
San Jose State University 2004 — 2007
BS Business Administration, Management
Foothill College 2001 — 2004
Business/Political Science
Saint Francis High School 1998 — 2001
GED
AECOM July 2013 - Present
LMGW CPA's LLP 2012 - 2013
SF Police Credit Union 2011 - 2012
MGO 2010 - 2011
California Department of Financial Institutions March 2009 - July 2010
Skills
Internal Controls, Auditing, Internal Audit, Accounting, CPA, Risk Management, GAAP, Financial Analysis, Financial Accounting, General Ledger, US GAAP, Account Reconciliation, Project Management, Project Leadership, QuickBooks, SOX Testing, FSP, Citrix, Revenue Recognition, Revenue Analysis, Budget Analysis, Accruals, Oracle, EnterpriseOne, Deltek, Procurement, ACL Data Analytics, Data Analysis, Fraud Investigations, Microsoft Office, Microsoft Excel, AutoAudit, Risk Consulting, Forensic Accounting
Education
University of California, Santa Barbara 2004 — 2008
BA, Business Economics- Accounting
Becker CPA Review
LMGW CPA's LLP July 2014 - Present
Tanner Mainstain Blatt Glynn & Johnson June 2011 - April 2014
Abbott, Stringham & Lynch January 2006 - June 2011
Skills
Income Tax, Partnership Taxation, CCH ProSystem fx, Corporate Tax, ProSystem fx Tax, Tax Research, Tax Accounting, GAAP, Tax Preparation, Tax Returns, Tax, US GAAP, CPA, Fixed Assets, QuickBooks, Revenue Recognition, International Tax, Auditing, General Ledger, Financial Reporting, Accounting, Financial Accounting, Financial Analysis
Education
San Jose State University 2004 — 2006
Bachelor's of Science Degree, Accounting
Watsonville High School 1997 — 2001
LMGW CPA's LLP August 2014 - Present
Sanjiv Gupta CPA June 2013 - July 2014
Tax firm Sunnyvale January 2013 - April 2013
Maersk Line February 2010 - May 2011
TATA Motors Ltd May 2008 - July 2008
Sakal Group (Leading Regional Newspaper) February 2008 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows
Education
Pune University 2007 — 2009
Masters in Business Administration, Finance, General
St.Joseph's high school. India
LMGW CPA's LLP November 2010 - Present
Vocker Kristofferson and Co. October 2008 - October 2010
RINET Company, LLC July 2007 - April 2008
Wellington Management July 2006 - January 2007
Manulife Financial July 2005 - December 2005
Skills
Financial Statements, QuickBooks, Account Reconciliation, Auditing, Accounting, Tax, Financial Analysis, Income Tax, General Ledger, Tax Preparation
Education
Northeastern University 2003 — 2008
BSBA, Accounting, Management
Dover High School 1999 — 2003
High School
BBR LLP May 2012 - Present
LMGW CPA's LLP January 2012 - April 2012
BBR LLP July 2009 - December 2011
Holtz Rubenstein Reminick LLP August 2008 - July 2009
Tanton and Company September 2006 - August 2008
PricewaterhouseCoopers July 2005 - September 2006
Education
San Jose State University 2010 — 2011
MST
California Polytechnic State University-San Luis Obispo 2000 — 2004
Economics, Finance, Accounting
Hayes Accounting Solutions, An Accountancy Corporation August 2009 - Present
Bianchi, Kasavan & Pope, LLP May 2006 - December 2010
Various Consulting Assignments December 2004 - May 2006
LMGW CPA's LLP September 2000 - October 2004
Skills
QuickBooks, Microsoft Excel, CCH ProSystem fx, ProSystem fx Tax, Accounting, Cost Accounting, Financial Accounting, Financial Audits, Tax Preparation, Corporate Tax, Partnership Taxation, Partnership Accounting, Non-profits, Personal Tax Planning, Business Tax Planning, Small Business, Nonprofits, GAAP, CPA, Financial Statements, Account Reconciliation, Tax
Education
San Jose State University 1997 — 2000
BS, Accountancy
Shasta College 1995 — 1996
n/a, Accounting
LMGW CPA's LLP January 2015 - Present
World Wide Golf Shops August 2011 - Present
LMGW CPA's LLP June 2014 - September 2014
Skills
Selling, Customer Service, Time Management, Shoes, Retail, Sales, Merchandising, Microsoft Excel, Microsoft Office
Education
Santa Clara University 2011 — 2015
Bachelor’s Degree, Accounting
ST. Ignatius College Prep 2007 — 2011
High School Diploma