Margolis Phipps & Wright P.C.
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Margolis Phipps & Wright P.C. Employees
Employee
Years
Job
Industry
Andrea Allred Andrea Allred's Margolis Phipps & Wright P.C. Experience July 2013 - November 2013
Job Director of Tax Kolkhorst & Kolkhorst
Industry Accounting
Experience
Kolkhorst & Kolkhorst January 2014 - Present
McGladrey November 2013 - January 2014
Margolis Phipps & Wright P.C. July 2013 - November 2013
Margolis Phipps & Wright P.C. July 2012 - June 2013
UHY LLP July 2006 - June 2012
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Income Tax, Tax Returns, Tax Accounting, Accounting, CPA
Education
University of Houston 2007 — 2009
Master of Science (M.S.), Accounting
Sam Houston State University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting
Kolkhorst & Kolkhorst January 2014 - Present
McGladrey November 2013 - January 2014
Margolis Phipps & Wright P.C. July 2013 - November 2013
Margolis Phipps & Wright P.C. July 2012 - June 2013
UHY LLP July 2006 - June 2012
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Income Tax, Tax Returns, Tax Accounting, Accounting, CPA
Education
University of Houston 2007 — 2009
Master of Science (M.S.), Accounting
Sam Houston State University 2001 — 2004
Bachelor of Business Administration (BBA), Accounting
Heather Amato Heather Amato's Margolis Phipps & Wright P.C. Experience January 2000 - December 2005
Job Director of Finance at Rock Hill Capital
Industry Financial Services
Experience
Rock Hill Capital April 2013 - Present
Kanaly Trust June 2008 - April 2013
Stedman West Interests, Inc. December 2005 - May 2008
Margolis Phipps & Wright P.C. January 2000 - December 2005
Arthur Andersen August 1997 - December 1999
Skills
Financial Forecasting, Tax Planning, Estate Tax Planning, Oil & Gas Accounting, Strategic Planning, Wealth Management, Accounting, Financial Reporting, Tax, Strategic Financial..., Financial Planners, Finance, Financial Planning, Risk Management, Mergers & Acquisitions, Asset Management, CPA, Financial Analysis, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1997
Bachelor of Business Administration (B.B.A.), Tax Law/Taxation
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1997
Master of Public Accounting (M.P.A.), Tax Law/Taxation
Rock Hill Capital April 2013 - Present
Kanaly Trust June 2008 - April 2013
Stedman West Interests, Inc. December 2005 - May 2008
Margolis Phipps & Wright P.C. January 2000 - December 2005
Arthur Andersen August 1997 - December 1999
Skills
Financial Forecasting, Tax Planning, Estate Tax Planning, Oil & Gas Accounting, Strategic Planning, Wealth Management, Accounting, Financial Reporting, Tax, Strategic Financial..., Financial Planners, Finance, Financial Planning, Risk Management, Mergers & Acquisitions, Asset Management, CPA, Financial Analysis, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1997
Bachelor of Business Administration (B.B.A.), Tax Law/Taxation
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1997
Master of Public Accounting (M.P.A.), Tax Law/Taxation
Susan Thibodeaux Susan Thibodeaux's Margolis Phipps & Wright P.C. Experience September 1996 - June 1998
Job Executive Director at EY
Industry Accounting
Experience
EY June 1998 - Present
Margolis Phipps & Wright P.C. September 1996 - June 1998
Arthur Andersen February 1989 - September 1996
Skills
Oil and Gas Taxation,..., Internal Controls, IFRS, Tax, Auditing, Financial Planners
Education
Texas A&M University 1987 — 1988
Master of Science (MS), Accounting and Tax
The University of Texas at San Antonio 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
EY June 1998 - Present
Margolis Phipps & Wright P.C. September 1996 - June 1998
Arthur Andersen February 1989 - September 1996
Skills
Oil and Gas Taxation,..., Internal Controls, IFRS, Tax, Auditing, Financial Planners
Education
Texas A&M University 1987 — 1988
Master of Science (MS), Accounting and Tax
The University of Texas at San Antonio 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Aarti Garehgrat, MPA, CPA Aarti Garehgrat, MPA, CPA's Margolis Phipps & Wright P.C. Experience January 2008 - December 2013
Job High Wealth Family Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey January 2008 - Present
Margolis Phipps & Wright P.C. January 2008 - December 2013
PwC August 2005 - September 2007
Skills
Tax Advisory, Internal Controls, Payroll, Financial Planners, Analysis, Accounting, Financial Services, Tax, Corporate Law, Budgets
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2005
Master's Degree, Business, Accounting, Tax
McGladrey January 2008 - Present
Margolis Phipps & Wright P.C. January 2008 - December 2013
PwC August 2005 - September 2007
Skills
Tax Advisory, Internal Controls, Payroll, Financial Planners, Analysis, Accounting, Financial Services, Tax, Corporate Law, Budgets
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2005
Master's Degree, Business, Accounting, Tax
Elana Hughes Elana Hughes's Margolis Phipps & Wright P.C. Experience January 2004 - December 2013
Job Tax Director at McGladrey
Industry Accounting
Experience
McGladrey November 2013 - Present
Margolis Phipps & Wright P.C. January 2004 - December 2013
Skills
Partnership Taxation, Tax Research, Tax, Corporate Tax, Tax Accounting, Tax Returns, Accounting
Education
Texas A&M University 1990 — 1994
BBA, Accounting
McGladrey November 2013 - Present
Margolis Phipps & Wright P.C. January 2004 - December 2013
Skills
Partnership Taxation, Tax Research, Tax, Corporate Tax, Tax Accounting, Tax Returns, Accounting
Education
Texas A&M University 1990 — 1994
BBA, Accounting
Jo Ann Bily Jo Ann Bily's Margolis Phipps & Wright P.C. Experience February 2012 - May 2012
Job CPA
Industry Accounting
Experience
Doeren Mayhew June 2012 - Present
Margolis Phipps & Wright P.C. February 2012 - May 2012
Johnson, Horak & Hopkins PC 2005 - January 2012
Bily Homes, Inc. 1990 - 2005
Skills
Financial Reporting, Non-profits, Construction, Accounting, Tax Research, Federal Tax, Tax Returns, Tax Preparation, Tax Accounting, S Corporations, Partnership Taxation, Corporate Tax, Tax, Payroll Taxes, Financial Statements, Payroll, CPA, Sales Tax, GAAP, State Tax, International Tax, Fixed Assets, Income Tax, Tax Advisory, Nonprofits
Education
University of Houston 1973 — 1977
BBA, Accounting, 3.41
Doeren Mayhew June 2012 - Present
Margolis Phipps & Wright P.C. February 2012 - May 2012
Johnson, Horak & Hopkins PC 2005 - January 2012
Bily Homes, Inc. 1990 - 2005
Skills
Financial Reporting, Non-profits, Construction, Accounting, Tax Research, Federal Tax, Tax Returns, Tax Preparation, Tax Accounting, S Corporations, Partnership Taxation, Corporate Tax, Tax, Payroll Taxes, Financial Statements, Payroll, CPA, Sales Tax, GAAP, State Tax, International Tax, Fixed Assets, Income Tax, Tax Advisory, Nonprofits
Education
University of Houston 1973 — 1977
BBA, Accounting, 3.41
Julie (Heidenreich) Rawitscher Julie (Heidenreich) Rawitscher's Margolis Phipps & Wright P.C. Experience January 2004 - December 2012
Job CoOwner at Collaborative Business Solutions, LLC
Industry Accounting
Experience
Collaborative Business Solutions, LLC January 2013 - Present
Margolis Phipps & Wright P.C. January 2004 - December 2012
Deloitte 2004 - 2005
Skills
Tax, Accounting, Financial Reporting, Tax Accounting, GAAP, Corporate Tax, CPA, Internal Controls, Tax Research, Tax Preparation, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office, Forecasting, Budgets, Big 4, Strategic Planning, SEC filings, Partnership Taxation
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's degree in Accounting, Masters of Accounting, Accounting
Lane Community College 1997 — 1999
Transfer Degree, Business Administration and Management, General
Collaborative Business Solutions, LLC January 2013 - Present
Margolis Phipps & Wright P.C. January 2004 - December 2012
Deloitte 2004 - 2005
Skills
Tax, Accounting, Financial Reporting, Tax Accounting, GAAP, Corporate Tax, CPA, Internal Controls, Tax Research, Tax Preparation, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office, Forecasting, Budgets, Big 4, Strategic Planning, SEC filings, Partnership Taxation
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's degree in Accounting, Masters of Accounting, Accounting
Lane Community College 1997 — 1999
Transfer Degree, Business Administration and Management, General
Theresa Burkman Theresa Burkman's Margolis Phipps & Wright P.C. Experience December 2011 - July 2014
Job Staff Accountant at Aycock & Company, PC
Industry Accounting
Experience
Aycock & Company, PC July 2014 - Present
Margolis Phipps & Wright P.C. December 2011 - July 2014
Mohle Adams, LLP December 1987 - June 2003
Skills
Accounting, Tax, Bookkeeping, Account Reconciliation, Financial Reporting, QuickBooks, Accounts Receivable, Accounts Payable, Payroll, Financial Accounting, IRS Enrolled Agent, Tax Accounting, Fixed Assets, Tax Preparation, Spreadsheets, Payroll Taxes, Income Tax, General Ledger, Financial Statements
Education
Sam Houston State University 1981 — 1985
Aycock & Company, PC July 2014 - Present
Margolis Phipps & Wright P.C. December 2011 - July 2014
Mohle Adams, LLP December 1987 - June 2003
Skills
Accounting, Tax, Bookkeeping, Account Reconciliation, Financial Reporting, QuickBooks, Accounts Receivable, Accounts Payable, Payroll, Financial Accounting, IRS Enrolled Agent, Tax Accounting, Fixed Assets, Tax Preparation, Spreadsheets, Payroll Taxes, Income Tax, General Ledger, Financial Statements
Education
Sam Houston State University 1981 — 1985
Wendy Huang, CPA's Margolis Phipps & Wright P.C. Experience June 2011 - October 2012
Job Tax Supervisor at Kinder Morgan
Industry Accounting
Experience
Kinder Morgan February 2014 - Present
Kinder Morgan October 2012 - February 2014
Margolis Phipps & Wright P.C. June 2011 - October 2012
Margolis, Phipps and Wright, P.C. January 2010 - June 2011
Grant Thornton LLP August 2006 - February 2010
Skills
US Tax
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2006
Masters, Accounting
Kinder Morgan February 2014 - Present
Kinder Morgan October 2012 - February 2014
Margolis Phipps & Wright P.C. June 2011 - October 2012
Margolis, Phipps and Wright, P.C. January 2010 - June 2011
Grant Thornton LLP August 2006 - February 2010
Skills
US Tax
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2006
Masters, Accounting
Erica (Moreno) Knight's Margolis Phipps & Wright P.C. Experience June 2012 - Present
Job at Margolis Phipps & Wright P.C.
Industry Accounting
Experience
Margolis Phipps & Wright P.C. June 2012 - Present
Wheeler Fairman & Kelley November 2010 - May 2012
Grant Thornton LLP September 2006 - October 2010
Skills
Tax, Tax Preparation, Income Tax, Financial Accounting, Account Reconciliation, Accounting, SEC filings, Tax Returns, Tax Research, Partnership Taxation, US GAAP, Auditing, Financial Analysis, CPA, Internal Controls, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Tax Accounting, FIN 48, Corporate Tax
Education
California State University-Northridge 2004 — 2006
Bachelor of Science (BS), Accounting
Margolis Phipps & Wright P.C. June 2012 - Present
Wheeler Fairman & Kelley November 2010 - May 2012
Grant Thornton LLP September 2006 - October 2010
Skills
Tax, Tax Preparation, Income Tax, Financial Accounting, Account Reconciliation, Accounting, SEC filings, Tax Returns, Tax Research, Partnership Taxation, US GAAP, Auditing, Financial Analysis, CPA, Internal Controls, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Tax Accounting, FIN 48, Corporate Tax
Education
California State University-Northridge 2004 — 2006
Bachelor of Science (BS), Accounting
Nancy Evetts's Margolis Phipps & Wright P.C. Experience September 1986 - August 1997
Job EVP/SVP Tax at Rida Realty Investments Corp
Industry Accounting
Experience
Rida Realty Investments Corp April 2013 - Present
Deloitte Tax LLP September 1998 - March 2013
Campos & Stratis September 1997 - September 1998
Margolis Phipps & Wright P.C. September 1986 - August 1997
Deloitte February 1979 - September 1986
Skills
CPA, Tax, Tax Compliance, Tax Advisory, Tax-exempt, Partnership Taxation, High Net Worth..., Nonprofits, Healthcare, Real Estate, Private Equity, Teaching, Experienced Speaker, Due Diligence, Big 4, GAAP, International Tax, Family Office
Education
University of Houston, C.T. Bauer College of Business 1974 — 1978
Master of Science (M.S.) Accountancy, Accountancy/Taxation
University of Houston 1970 — 1974
Bachelor of Arts (B.A.), German Language Teacher Education
Rida Realty Investments Corp April 2013 - Present
Deloitte Tax LLP September 1998 - March 2013
Campos & Stratis September 1997 - September 1998
Margolis Phipps & Wright P.C. September 1986 - August 1997
Deloitte February 1979 - September 1986
Skills
CPA, Tax, Tax Compliance, Tax Advisory, Tax-exempt, Partnership Taxation, High Net Worth..., Nonprofits, Healthcare, Real Estate, Private Equity, Teaching, Experienced Speaker, Due Diligence, Big 4, GAAP, International Tax, Family Office
Education
University of Houston, C.T. Bauer College of Business 1974 — 1978
Master of Science (M.S.) Accountancy, Accountancy/Taxation
University of Houston 1970 — 1974
Bachelor of Arts (B.A.), German Language Teacher Education
Delbert Buck Buchanan's Margolis Phipps & Wright P.C. Experience January 2008 - January 2009
Job Tax Manager at Heritage Plus Financial
Industry Accounting
Experience
Heritage Plus Financial Inc January 2009 - Present
Margolis Phipps & Wright P.C. January 2008 - January 2009
Education
University of Texas - San Antonio 1995 — 1999
Bachelor of Business Administration, Accounting
Texas A&M University 1967 — 1971
Chemistry
Heritage Plus Financial Inc January 2009 - Present
Margolis Phipps & Wright P.C. January 2008 - January 2009
Education
University of Texas - San Antonio 1995 — 1999
Bachelor of Business Administration, Accounting
Texas A&M University 1967 — 1971
Chemistry
Clayton Callaway's Margolis Phipps & Wright P.C. Experience June 2011 - Present
Job Tax Supervisor, Family Wealth Services at McGladrey, LLP (formerly Margolis Phipps & Wright P.C.)
Industry Accounting
Experience
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. June 2011 - Present
Alonzo Bacarisse Irvine and Palmer, P.C. January 2007 - June 2011
Skills
Tax Preparation, Tax, Income Tax, CPA, Accounting, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research, Tax Returns, GAAP, Financial Accounting, General Ledger, Invoicing, Payroll, QuickBooks
Education
University of Houston 2006 — 2009
Accounting
University of Colorado at Boulder 1998 — 2003
Psychology, Humanities
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. June 2011 - Present
Alonzo Bacarisse Irvine and Palmer, P.C. January 2007 - June 2011
Skills
Tax Preparation, Tax, Income Tax, CPA, Accounting, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research, Tax Returns, GAAP, Financial Accounting, General Ledger, Invoicing, Payroll, QuickBooks
Education
University of Houston 2006 — 2009
Accounting
University of Colorado at Boulder 1998 — 2003
Psychology, Humanities
Thomas Chen, CPA's Margolis Phipps & Wright P.C. Experience July 2011 - Present
Job Tax Supervisor Family Wealth Services at McGladrey, LLP (formerly Margolis Phipps & Wright P.C.)
Industry Accounting
Experience
, Family Wealth Services at McGladrey, LLP (formerly Margolis Phipps & Wright P.C.) December 2013 - Present
Margolis Phipps & Wright P.C. July 2011 - Present
Shell Oil Company August 2009 - July 2011
Shell Oil Company February 2006 - August 2009
KPMG LLP September 2000 - February 2006
KPMG January 1999 - April 1999
Skills
CPA, High Net Worth..., Federal & State Income..., Personal Income Tax..., Partnership Taxation, S Corporations, Tax Research, Corporate Tax, Closely Held Businesses, Big 4, Oil & Gas Taxation, Consolidated Returns, Federal IRS and State..., Domestic Production..., Tax Accounting, International Tax, Insurance Tax, Due Diligence
Education
Baylor University - Hankamer School of Business 1995 — 2000
Master of Taxation, Accounting, Taxation
, Family Wealth Services at McGladrey, LLP (formerly Margolis Phipps & Wright P.C.) December 2013 - Present
Margolis Phipps & Wright P.C. July 2011 - Present
Shell Oil Company August 2009 - July 2011
Shell Oil Company February 2006 - August 2009
KPMG LLP September 2000 - February 2006
KPMG January 1999 - April 1999
Skills
CPA, High Net Worth..., Federal & State Income..., Personal Income Tax..., Partnership Taxation, S Corporations, Tax Research, Corporate Tax, Closely Held Businesses, Big 4, Oil & Gas Taxation, Consolidated Returns, Federal IRS and State..., Domestic Production..., Tax Accounting, International Tax, Insurance Tax, Due Diligence
Education
Baylor University - Hankamer School of Business 1995 — 2000
Master of Taxation, Accounting, Taxation
Maggie Shen's Margolis Phipps & Wright P.C. Experience January 2012 - September 2013
Job CPA
Industry Accounting
Experience
Briggs & Veselka Co. September 2013 - July 2015
Margolis Phipps & Wright P.C. January 2012 - September 2013
Deloitte Tax LLP 2007 - December 2011
Thomson Reuters January 2007 - April 2007
Skills
CPA, Accounting, Corporate Tax, Financial Reporting, US GAAP, Income Tax, Tax Accounting, Financial Accounting, GAAP, Financial Analysis
Education
University of Missouri-Saint Louis 2004 — 2006
Master in Accounting
University of Missouri - St. Louis 2002 — 2004
MBA, Finance
Nanjing University 1998 — 2002
Bachelor's, Economics
Briggs & Veselka Co. September 2013 - July 2015
Margolis Phipps & Wright P.C. January 2012 - September 2013
Deloitte Tax LLP 2007 - December 2011
Thomson Reuters January 2007 - April 2007
Skills
CPA, Accounting, Corporate Tax, Financial Reporting, US GAAP, Income Tax, Tax Accounting, Financial Accounting, GAAP, Financial Analysis
Education
University of Missouri-Saint Louis 2004 — 2006
Master in Accounting
University of Missouri - St. Louis 2002 — 2004
MBA, Finance
Nanjing University 1998 — 2002
Bachelor's, Economics
Stephen Moose's Margolis Phipps & Wright P.C. Experience 2001 - 2003
Job CPA at Baldwin & Associates, LLC
Industry Accounting
Experience
Baldwin & Associates, LLC 2007 - Present
Age of Aquariums 2004 - 2007
Margolis Phipps & Wright P.C. 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Skills
CPA, Income Tax, Accounting, Tax, Partnership Taxation, Tax Returns, Tax Accounting, Tax Research, Corporate Tax, Tax Preparation
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2000
Masters
College of Charleston 1995 — 1999
B.S.
Baldwin & Associates, LLC 2007 - Present
Age of Aquariums 2004 - 2007
Margolis Phipps & Wright P.C. 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Skills
CPA, Income Tax, Accounting, Tax, Partnership Taxation, Tax Returns, Tax Accounting, Tax Research, Corporate Tax, Tax Preparation
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2000
Masters
College of Charleston 1995 — 1999
B.S.
Kathryn Fojtik's Margolis Phipps & Wright P.C. Experience February 2013 - December 2013
Job Supervisor at McGladrey (formerly Margolis, Phipps & Wright, PC)
Industry Accounting
Experience
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. February 2013 - December 2013
Werlein & Harris, P.C. January 1986 - January 2013
Dixon Hughes Goodman LLP August 2006 - July 2008
Skills
Tax Research, Income Tax, Tax, Tax Preparation, Corporate Tax, CPA, Tax Accounting, Tax Returns, Accounting, Financial Reporting, Microsoft Excel, Bookkeeping, Financial Accounting, General Ledger, QuickBooks, Microsoft Word, IRS, Fixed Assets, High Net Worth..., Tax Law, US Tax, Account Reconciliation, Spreadsheets, Accruals, Journal Entries, Accountants
Education
The University of Texas at Austin 1980 — 1982
Masters of Professional Accounting, Taxation
Texas State University
Bachelor of Science (BS), Biology (microbiology)
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. February 2013 - December 2013
Werlein & Harris, P.C. January 1986 - January 2013
Dixon Hughes Goodman LLP August 2006 - July 2008
Skills
Tax Research, Income Tax, Tax, Tax Preparation, Corporate Tax, CPA, Tax Accounting, Tax Returns, Accounting, Financial Reporting, Microsoft Excel, Bookkeeping, Financial Accounting, General Ledger, QuickBooks, Microsoft Word, IRS, Fixed Assets, High Net Worth..., Tax Law, US Tax, Account Reconciliation, Spreadsheets, Accruals, Journal Entries, Accountants
Education
The University of Texas at Austin 1980 — 1982
Masters of Professional Accounting, Taxation
Texas State University
Bachelor of Science (BS), Biology (microbiology)
Karen Costa's Margolis Phipps & Wright P.C. Experience July 2013 - December 2013
Job Family Wealth Services Tax Director at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. July 2013 - December 2013
Margolis Phipps & Wright P.C. July 2008 - July 2013
Margolis Phipps & Wright P.C. July 2003 - July 2008
Margolis Phipps & Wright P.C. January 2001 - July 2003
Continental Airlines October 1999 - December 2000
PwC January 1997 - May 1999
Education
Colorado State University 2006 — 2007
Master's degree, Taxation, cummulative 4.0
Colorado State University 1992 — 2006
Bachelor's degree, Business Administration - Public Accounting Option, Magna Cum Laude
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. July 2013 - December 2013
Margolis Phipps & Wright P.C. July 2008 - July 2013
Margolis Phipps & Wright P.C. July 2003 - July 2008
Margolis Phipps & Wright P.C. January 2001 - July 2003
Continental Airlines October 1999 - December 2000
PwC January 1997 - May 1999
Education
Colorado State University 2006 — 2007
Master's degree, Taxation, cummulative 4.0
Colorado State University 1992 — 2006
Bachelor's degree, Business Administration - Public Accounting Option, Magna Cum Laude
Amanda Copeland's Margolis Phipps & Wright P.C. Experience February 2012 - December 2012
Job CSA at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2013 - Present
Margolis Phipps & Wright P.C. February 2012 - December 2012
CPA Firm March 2010 - February 2012
Dresser Industries July 2009 - December 2009
Centric Group, LLC January 2006 - April 2009
Garden Ridge April 2005 - January 2006
Jefferson County Library September 2003 - April 2005
Skills
Financial Reporting, Training, Microsoft Office, Negotiation, Accounting, Contract Management, Accounts Payable, Time Management, Marketing, Payroll
Education
St. Louis Community College 2005 — 2007
Associates, Business Administration
Northwest High School 2001 — 2005
CliftonLarsonAllen February 2013 - Present
Margolis Phipps & Wright P.C. February 2012 - December 2012
CPA Firm March 2010 - February 2012
Dresser Industries July 2009 - December 2009
Centric Group, LLC January 2006 - April 2009
Garden Ridge April 2005 - January 2006
Jefferson County Library September 2003 - April 2005
Skills
Financial Reporting, Training, Microsoft Office, Negotiation, Accounting, Contract Management, Accounts Payable, Time Management, Marketing, Payroll
Education
St. Louis Community College 2005 — 2007
Associates, Business Administration
Northwest High School 2001 — 2005
Kathleen S. Williamson, CPA/PFS's Margolis Phipps & Wright P.C. Experience July 2007 - May 2008
Job Kathleen S. Williamson, Senior Tax Consultant
Industry Accounting
Experience
Cummings & Houston, L.L.P. February 2013 - Present
Briggs & Veselka Co. October 2008 - June 2010
Margolis Phipps & Wright P.C. July 2007 - May 2008
Ferguson Camp Poll, PC 1999 - 2005
Kanaly Trust Company July 1993 - September 1996
Skills
SEC filings, Financial Reporting, Income Tax, Estate Tax Planning, Corporate Tax, Tax Research, Accounting, Partnership Taxation, Tax Preparation, Estate Law, Gift Tax, High Net Worth..., Personal Finance, Tax Accounting
Education
University of Houston 1977 — 1979
MS, Accounting, Overall 3.9; Accounting 4.0
Rice University 1969 — 1973
B.A., political sci/mathematical sci
Cummings & Houston, L.L.P. February 2013 - Present
Briggs & Veselka Co. October 2008 - June 2010
Margolis Phipps & Wright P.C. July 2007 - May 2008
Ferguson Camp Poll, PC 1999 - 2005
Kanaly Trust Company July 1993 - September 1996
Skills
SEC filings, Financial Reporting, Income Tax, Estate Tax Planning, Corporate Tax, Tax Research, Accounting, Partnership Taxation, Tax Preparation, Estate Law, Gift Tax, High Net Worth..., Personal Finance, Tax Accounting
Education
University of Houston 1977 — 1979
MS, Accounting, Overall 3.9; Accounting 4.0
Rice University 1969 — 1973
B.A., political sci/mathematical sci
Celia Cheng's Margolis Phipps & Wright P.C. Experience June 2012 - May 2013
Job Tax Manager at MRZ Parmet Chapman
Industry Accounting
Experience
Parmet, Chapman, & Madsen P.C. (Merged to MRZ on Jan 1, 2015) June 2013 - May 2015
Margolis Phipps & Wright P.C. June 2012 - May 2013
Linn Thurber LLP December 2009 - June 2012
Detor & Williams CPAs January 2006 - June 2009
Skills
Accounting, Auditing, Tax, Tax Accounting, QuickBooks, GAAP, Financial Reporting, Microsoft Excel, General Ledger, Fixed Assets, Financial Accounting, Account Reconciliation
Education
Brigham Young University - Hawaii 1995 — 2001
BS, Accounting and Mathematics
Parmet, Chapman, & Madsen P.C. (Merged to MRZ on Jan 1, 2015) June 2013 - May 2015
Margolis Phipps & Wright P.C. June 2012 - May 2013
Linn Thurber LLP December 2009 - June 2012
Detor & Williams CPAs January 2006 - June 2009
Skills
Accounting, Auditing, Tax, Tax Accounting, QuickBooks, GAAP, Financial Reporting, Microsoft Excel, General Ledger, Fixed Assets, Financial Accounting, Account Reconciliation
Education
Brigham Young University - Hawaii 1995 — 2001
BS, Accounting and Mathematics
Stephen Harvey, CPA's Margolis Phipps & Wright P.C. Experience January 2013 - April 2014
Job Senior Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. January 2013 - April 2014
Bruce Bryant & Associates PC June 2008 - January 2013
Skills
Tax Preparation, General Ledger, Journal Entries, Accounting, GAAP, Income Tax, Tax, QuickBooks, Account Reconciliation, Tax Returns, Financial Reporting, Corporate Tax
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Masters, Accountancy
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. January 2013 - April 2014
Bruce Bryant & Associates PC June 2008 - January 2013
Skills
Tax Preparation, General Ledger, Journal Entries, Accounting, GAAP, Income Tax, Tax, QuickBooks, Account Reconciliation, Tax Returns, Financial Reporting, Corporate Tax
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Masters, Accountancy
Stephanie Lynn Phillips's Margolis Phipps & Wright P.C. Experience 1999 - 2004
Job Senior Tax Manager at Middleton Raines Zapata, CPA's
Industry Accounting
Experience
MRZ ParmetChapman CPA's 2005 - Present
Margolis Phipps & Wright P.C. 1999 - 2004
Ernst & Young 1998 - 1999
Miller Grossbard & Associates, P.C. 1996 - 1998
Melton & Melton, LLP 1980 - 1991
Skills
Microsoft Excel, ProSystem fx Tax, S Corporations, Accounting, CCH ProSystem fx, Tax Research, US Tax, Corporate Tax Planning, Partnership Taxation, Entity Selection, Use Tax, CPA, Tax Accounting, Corporate Tax, Tax, Tax Preparation, Income Tax, Tax Returns, Financial Reporting, GAAP, QuickBooks
Education
Texas State University
Bachelor's degree, Accounting
MRZ ParmetChapman CPA's 2005 - Present
Margolis Phipps & Wright P.C. 1999 - 2004
Ernst & Young 1998 - 1999
Miller Grossbard & Associates, P.C. 1996 - 1998
Melton & Melton, LLP 1980 - 1991
Skills
Microsoft Excel, ProSystem fx Tax, S Corporations, Accounting, CCH ProSystem fx, Tax Research, US Tax, Corporate Tax Planning, Partnership Taxation, Entity Selection, Use Tax, CPA, Tax Accounting, Corporate Tax, Tax, Tax Preparation, Income Tax, Tax Returns, Financial Reporting, GAAP, QuickBooks
Education
Texas State University
Bachelor's degree, Accounting
Rhonda Steadman's Margolis Phipps & Wright P.C. Experience March 2009 - December 2013
Job Family Wealth Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. March 2009 - December 2013
Skills
Tax Preparation, Tax, Income Tax, Accounting, CPA, High Net Worth..., Tax Accounting, Big 4, Tax Returns, QuickBooks, Tax Research, Bookkeeping, General Ledger, Cash Flow, Financial Accounting, Accountants, Accruals, Fixed Assets, Financial Reporting, Journal Entries, Tax Advisory, Internal Controls, Account Reconciliation, Financial Statements, Sales Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Balance, Microsoft Excel, IRS, US Tax
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
University of St. Thomas (TX)
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. March 2009 - December 2013
Skills
Tax Preparation, Tax, Income Tax, Accounting, CPA, High Net Worth..., Tax Accounting, Big 4, Tax Returns, QuickBooks, Tax Research, Bookkeeping, General Ledger, Cash Flow, Financial Accounting, Accountants, Accruals, Fixed Assets, Financial Reporting, Journal Entries, Tax Advisory, Internal Controls, Account Reconciliation, Financial Statements, Sales Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Balance, Microsoft Excel, IRS, US Tax
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
University of St. Thomas (TX)
Regina Rash's Margolis Phipps & Wright P.C. Experience 2010 - 2011
Job CPA
Industry Accounting
Experience
Sugar Land Tax, PLLC December 2012 - Present
Trevathan CPA 2011 - 2012
Margolis Phipps & Wright P.C. 2010 - 2011
Lolley & Associates 1997 - 2010
Arthur Andersen 1995 - 1997
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Tax Returns, Accounting, Small Business, QuickBooks
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude with Honors Program
Sugar Land Tax, PLLC December 2012 - Present
Trevathan CPA 2011 - 2012
Margolis Phipps & Wright P.C. 2010 - 2011
Lolley & Associates 1997 - 2010
Arthur Andersen 1995 - 1997
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Tax Returns, Accounting, Small Business, QuickBooks
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Accounting, Cum Laude with Honors Program
Shelley Flowers's Margolis Phipps & Wright P.C. Experience January 2011 - March 2011
Job Student at HCC Coleman College for Health Sciences
Industry
Experience
St. Mark's United Methodist Church July 2011 - June 2012
Margolis Phipps & Wright P.C. January 2011 - March 2011
Education
HCC Coleman College for Health Sciences 2013 — 2016
St. Mark's United Methodist Church July 2011 - June 2012
Margolis Phipps & Wright P.C. January 2011 - March 2011
Education
HCC Coleman College for Health Sciences 2013 — 2016