Maxwell Locke & Ritter LLP
Industry: Company
DescriptionHeadquarters: Austin, TX Founded: 1991
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Maxwell Locke & Ritter LLP Employees
Employee
Years
Job
Industry
Robert Sansom Robert Sansom's Maxwell Locke & Ritter LLP Experience February 2009 - November 2010
Job CFO/COO at EPIC Provisions
Industry Executive Office
Experience
EPIC Provisions September 2014 - Present
Charfen Institute February 2013 - February 2014
Charfen Institute January 2012 - February 2013
Charfen Institute February 2011 - January 2012
Young Men's Business League / Austin Sunshine Camps January 2009 - December 2010
Maxwell Locke & Ritter LLP February 2009 - November 2010
Deloitte Tax LLP January 2007 - January 2009
Cirrus Logic May 2005 - December 2006
Skills
Income Tax, Leadership, Accounting, Tax, Due Diligence, International Tax, Corporate Tax, Forecasting, Strategy, Financial Analysis, Contract Negotiation, FAS 5, Strategic Planning, Auditing, Finance, Budgets, Analysis, Risk Management, Mergers & Acquisitions, Internal Audit, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2006
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Accounting
EPIC Provisions September 2014 - Present
Charfen Institute February 2013 - February 2014
Charfen Institute January 2012 - February 2013
Charfen Institute February 2011 - January 2012
Young Men's Business League / Austin Sunshine Camps January 2009 - December 2010
Maxwell Locke & Ritter LLP February 2009 - November 2010
Deloitte Tax LLP January 2007 - January 2009
Cirrus Logic May 2005 - December 2006
Skills
Income Tax, Leadership, Accounting, Tax, Due Diligence, International Tax, Corporate Tax, Forecasting, Strategy, Financial Analysis, Contract Negotiation, FAS 5, Strategic Planning, Auditing, Finance, Budgets, Analysis, Risk Management, Mergers & Acquisitions, Internal Audit, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2006
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Accounting
Anna M. Gonzales Anna M. Gonzales's Maxwell Locke & Ritter LLP Experience 1993 - 1995
Job
Industry Accounting
Experience
Cypress Industries October 2006 - July 2009
StarCore May 2004 - December 2006
URS Corporation November 2000 - May 2004
EZCorp July 1999 - April 2000
Maxwell Locke & Ritter LLP 1993 - 1995
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Cash Management, General Ledger, Microsoft Excel, Payroll, Pivot Tables, Vlookup, ERP, Financial Statements, Financial Accounting, Internal Controls, GAAP, Financial Reporting, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1994
Bachelor's degree
Cypress Industries October 2006 - July 2009
StarCore May 2004 - December 2006
URS Corporation November 2000 - May 2004
EZCorp July 1999 - April 2000
Maxwell Locke & Ritter LLP 1993 - 1995
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Cash Management, General Ledger, Microsoft Excel, Payroll, Pivot Tables, Vlookup, ERP, Financial Statements, Financial Accounting, Internal Controls, GAAP, Financial Reporting, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1994
Bachelor's degree
Vicky Garza Vicky Garza's Maxwell Locke & Ritter LLP Experience May 2014 - Present
Job Writing and Marketing Professional
Industry Writing and Editing
Experience
Freelance / Independent Contractor February 2010 - Present
Maxwell Locke & Ritter LLP May 2014 - Present
Freelance / Independent Contractor March 2011 - Present
Austin Business Journal February 2011 - January 2013
Texas Non-Profit Hospice Alliance September 2009 - April 2011
Leadership Austin September 2008 - January 2009
St. Edward's University August 2006 - December 2008
UBS Investment Bank September 2007 - May 2008
Freescale Semiconductor April 2004 - September 2007
State of Texas January 2003 - June 2003
Skills
Writing, Marketing Communications, Editing, Non-profits, Press Releases, Public Speaking, Corporate Communications, Public Relations, Research, Event Management, Newsletters, Social Media Marketing, Blogging, Copywriting, Social Media, Marketing, Social Networking, Nonprofits, Strategy, Leadership, Web Content, Journalism, Proofreading, Community Outreach, Media Relations, Interviews, Publications, Strategic Communications, Copy Editing, Storytelling, Facebook, Event Planning
Education
St. Edward's University 2005 — 2008
MBA, Global Business
University of Miami - School of Business 1997 — 2001
BBA, Marketing
Miami Dade College 1995 — 1997
Freelance / Independent Contractor February 2010 - Present
Maxwell Locke & Ritter LLP May 2014 - Present
Freelance / Independent Contractor March 2011 - Present
Austin Business Journal February 2011 - January 2013
Texas Non-Profit Hospice Alliance September 2009 - April 2011
Leadership Austin September 2008 - January 2009
St. Edward's University August 2006 - December 2008
UBS Investment Bank September 2007 - May 2008
Freescale Semiconductor April 2004 - September 2007
State of Texas January 2003 - June 2003
Skills
Writing, Marketing Communications, Editing, Non-profits, Press Releases, Public Speaking, Corporate Communications, Public Relations, Research, Event Management, Newsletters, Social Media Marketing, Blogging, Copywriting, Social Media, Marketing, Social Networking, Nonprofits, Strategy, Leadership, Web Content, Journalism, Proofreading, Community Outreach, Media Relations, Interviews, Publications, Strategic Communications, Copy Editing, Storytelling, Facebook, Event Planning
Education
St. Edward's University 2005 — 2008
MBA, Global Business
University of Miami - School of Business 1997 — 2001
BBA, Marketing
Miami Dade College 1995 — 1997
Jennifer Hantelmann Jennifer Hantelmann's Maxwell Locke & Ritter LLP Experience 2009 - 2011
Job Owner at Elm
Industry Marketing and Advertising
Experience
Elm February 2015 - Present
Advocare February 2013 - Present
Buffalo Technology 2012 - January 2015
Incubation Station 2011 - 2012
Maxwell Locke & Ritter LLP 2009 - 2011
Mattress Firm 2007 - 2008
Skills
Social Media, Marketing, Fundraising, Leadership, Teamwork, Management, Event Planning, Microsoft Office, Customer Service, Strategic Planning, Non-profits, QuickBooks, Project Management, Accounting, Marketing Communications, Sales, Public Relations
Education
University of North Texas 2004 — 2007
Bachelor of Science, Recreation and Leisure Studies
Texas State University-San Marcos 2002 — 2004
Mass Communication/Media Studies
Robert E Lee High School 1999 — 2002
Elm February 2015 - Present
Advocare February 2013 - Present
Buffalo Technology 2012 - January 2015
Incubation Station 2011 - 2012
Maxwell Locke & Ritter LLP 2009 - 2011
Mattress Firm 2007 - 2008
Skills
Social Media, Marketing, Fundraising, Leadership, Teamwork, Management, Event Planning, Microsoft Office, Customer Service, Strategic Planning, Non-profits, QuickBooks, Project Management, Accounting, Marketing Communications, Sales, Public Relations
Education
University of North Texas 2004 — 2007
Bachelor of Science, Recreation and Leisure Studies
Texas State University-San Marcos 2002 — 2004
Mass Communication/Media Studies
Robert E Lee High School 1999 — 2002
Courtney Boswell Courtney Boswell's Maxwell Locke & Ritter LLP Experience August 2015 - Present
Job CPA at Maxwell Locke & Ritter LLC
Industry Accounting
Experience
Maxwell Locke & Ritter LLP August 2015 - Present
Xplorer Midstream LLC May 2014 - August 2015
Grant Thornton LLP June 2011 - May 2014
Skills
Employee Benefit Plan..., Audit, GAAP, External Audit, SEC filings, CPA, Financial Accounting, Financial Reporting, Accounting, Financial Audits, Financial Analysis, US GAAP, Payroll, Accounts Payable, Assurance, Internal Controls, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Tax Accounting, Sarbanes-Oxley, 10K, Consolidation, SEC Financial Reporting, 10Q, Auditing
Education
Oklahoma State University 2006 — 2011
Master's degree, Accounting
Union High School 2002 — 2006
Maxwell Locke & Ritter LLP August 2015 - Present
Xplorer Midstream LLC May 2014 - August 2015
Grant Thornton LLP June 2011 - May 2014
Skills
Employee Benefit Plan..., Audit, GAAP, External Audit, SEC filings, CPA, Financial Accounting, Financial Reporting, Accounting, Financial Audits, Financial Analysis, US GAAP, Payroll, Accounts Payable, Assurance, Internal Controls, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Tax Accounting, Sarbanes-Oxley, 10K, Consolidation, SEC Financial Reporting, 10Q, Auditing
Education
Oklahoma State University 2006 — 2011
Master's degree, Accounting
Union High School 2002 — 2006
Stephanie P. Shoemaker Stephanie P. Shoemaker's Maxwell Locke & Ritter LLP Experience July 2007 - June 2011
Job CFO/Firm Administrator at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter June 2011 - Present
Animal Trustees of Austin February 2012 - August 2014
The Trail Foundation October 2008 - December 2013
Maxwell Locke & Ritter LLP July 2007 - June 2011
Endeavor Real Estate Group May 2005 - June 2007
Ernst & Young LLP 2000 - May 2005
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Mergers & Acquisitions, SEC filings, Government, Auditing, Forecasting, Tax Preparation, Tax, Cash Flow Forecasting, US GAAP, Due Diligence, Payroll, Leadership, Budgets, CPA, Corporate Tax, Accounts Payable, Non-profits, Strategic Planning, Financial Accounting, Management, Investments, Financial Statements, Marketing, Financial Audits, QuickBooks, System Administration, Human Resources, Internal Audit, GAAP, Project Planning, Real Estate, Managerial Finance, External Audit, Tax Accounting, Nonprofits, Fixed Assets, SEC Filings
Education
Texas A&M University 1995 — 2000
BA Acct, MS Finance, Professional Program of Accounting - Finance Track
Texas A&M University - Mays Business School 1995 — 2000
West Brook High School, Beaumont, Texas
Maxwell Locke & Ritter June 2011 - Present
Animal Trustees of Austin February 2012 - August 2014
The Trail Foundation October 2008 - December 2013
Maxwell Locke & Ritter LLP July 2007 - June 2011
Endeavor Real Estate Group May 2005 - June 2007
Ernst & Young LLP 2000 - May 2005
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Mergers & Acquisitions, SEC filings, Government, Auditing, Forecasting, Tax Preparation, Tax, Cash Flow Forecasting, US GAAP, Due Diligence, Payroll, Leadership, Budgets, CPA, Corporate Tax, Accounts Payable, Non-profits, Strategic Planning, Financial Accounting, Management, Investments, Financial Statements, Marketing, Financial Audits, QuickBooks, System Administration, Human Resources, Internal Audit, GAAP, Project Planning, Real Estate, Managerial Finance, External Audit, Tax Accounting, Nonprofits, Fixed Assets, SEC Filings
Education
Texas A&M University 1995 — 2000
BA Acct, MS Finance, Professional Program of Accounting - Finance Track
Texas A&M University - Mays Business School 1995 — 2000
West Brook High School, Beaumont, Texas
Zhou (Jamie) Zhang Zhou (Jamie) Zhang's Maxwell Locke & Ritter LLP Experience February 2014 - April 2014
Job Tax Consultant at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting January 2015 - Present
McCombs School of Business September 2014 - Present
True Partners Consulting June 2014 - August 2014
Maxwell Locke & Ritter LLP February 2014 - April 2014
The University of Texas at Austin January 2013 - December 2013
McCombs School of Business November 2011 - January 2013
Ten Thousand Villages June 2011 - June 2012
Skills
Accounting, Tax, Microsoft Excel, Account Reconciliation, Microsoft Word, Financial Accounting, PowerPoint, Data Analysis, US GAAP
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master in Professional Accounting, Taxation
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
True Partners Consulting January 2015 - Present
McCombs School of Business September 2014 - Present
True Partners Consulting June 2014 - August 2014
Maxwell Locke & Ritter LLP February 2014 - April 2014
The University of Texas at Austin January 2013 - December 2013
McCombs School of Business November 2011 - January 2013
Ten Thousand Villages June 2011 - June 2012
Skills
Accounting, Tax, Microsoft Excel, Account Reconciliation, Microsoft Word, Financial Accounting, PowerPoint, Data Analysis, US GAAP
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master in Professional Accounting, Taxation
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Brian Mueller, MAcc, EA, CPA Brian Mueller, MAcc, EA, CPA's Maxwell Locke & Ritter LLP Experience February 2010 - April 2010
Job Tax Partner U.S. & International Taxation
Industry Accounting
Experience
Five Stone Tax Advisers November 2010 - Present
Krueger Mueller Rinn CPAs December 2014 - Present
Concordia University Texas January 2014 - Present
Austin Technology Council August 2010 - October 2010
Asista Corporation June 2010 - July 2010
Maxwell Locke & Ritter LLP February 2010 - April 2010
Texas Comptroller of Public Accounts September 2009 - February 2010
Michael Harris, CPA & Partners February 2009 - September 2009
Skills
Tax, Tax Accounting, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Tax Compliance, IRS Representation, IRS Resolution, Financial Accounting, Accounting, Certified Public..., Enrolled Agent (EA), IRS, LLC, Auditing, Tax Returns, CPA, Account Reconciliation, Sales Tax, Financial Statements, Management, Budgets, Due Diligence, Forecasting, Financial Analysis, Payroll, Bookkeeping, Mergers & Acquisitions, Internal Audit, Finance, General Ledger, GAAP, Small Business, Financial Reporting, Financial Planners, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Tax Research, Cost Accounting, US GAAP, Financial Audits, Variance Analysis, Cash Flow, Accounts Receivable, Managerial Finance, Journal Entries, Accounts Payable, Bank Reconciliation
Education
St. Edward's University 2009 — 2010
Master's of Accounting, Accounting, 3.70 Accounting GPA
St. Edward's University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.50 Accounting GPA
Miami Dade College 2005 — 2007
Associate of Arts (A.A.), Business Administration, 4.00 Accounting GPA
Five Stone Tax Advisers November 2010 - Present
Krueger Mueller Rinn CPAs December 2014 - Present
Concordia University Texas January 2014 - Present
Austin Technology Council August 2010 - October 2010
Asista Corporation June 2010 - July 2010
Maxwell Locke & Ritter LLP February 2010 - April 2010
Texas Comptroller of Public Accounts September 2009 - February 2010
Michael Harris, CPA & Partners February 2009 - September 2009
Skills
Tax, Tax Accounting, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Tax Compliance, IRS Representation, IRS Resolution, Financial Accounting, Accounting, Certified Public..., Enrolled Agent (EA), IRS, LLC, Auditing, Tax Returns, CPA, Account Reconciliation, Sales Tax, Financial Statements, Management, Budgets, Due Diligence, Forecasting, Financial Analysis, Payroll, Bookkeeping, Mergers & Acquisitions, Internal Audit, Finance, General Ledger, GAAP, Small Business, Financial Reporting, Financial Planners, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Tax Research, Cost Accounting, US GAAP, Financial Audits, Variance Analysis, Cash Flow, Accounts Receivable, Managerial Finance, Journal Entries, Accounts Payable, Bank Reconciliation
Education
St. Edward's University 2009 — 2010
Master's of Accounting, Accounting, 3.70 Accounting GPA
St. Edward's University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.50 Accounting GPA
Miami Dade College 2005 — 2007
Associate of Arts (A.A.), Business Administration, 4.00 Accounting GPA
Nick Buerger, CPA Nick Buerger, CPA's Maxwell Locke & Ritter LLP Experience February 2007 - April 2007
Job Manager, Business Tax & Advisory at TravisWolff
Industry Accounting
Experience
TravisWolff July 2009 - Present
Ernst & Young June 2007 - June 2009
Maxwell Locke & Ritter LLP February 2007 - April 2007
Ernst & Young January 2006 - April 2006
Skills
Tax, Corporate Tax, CPA, GAAP, Tax Accounting, Tax Preparation, Income Tax, Tax Research, US GAAP, Partnership Taxation, Accounting, SEC filings, Auditing, Financial Accounting, Internal Controls, Financial Reporting, General Ledger, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Master of Science in Accounting, Accounting
TravisWolff July 2009 - Present
Ernst & Young June 2007 - June 2009
Maxwell Locke & Ritter LLP February 2007 - April 2007
Ernst & Young January 2006 - April 2006
Skills
Tax, Corporate Tax, CPA, GAAP, Tax Accounting, Tax Preparation, Income Tax, Tax Research, US GAAP, Partnership Taxation, Accounting, SEC filings, Auditing, Financial Accounting, Internal Controls, Financial Reporting, General Ledger, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Master of Science in Accounting, Accounting
Sarah Racanelli Sarah Racanelli's Maxwell Locke & Ritter LLP Experience January 2015 - April 2015
Job Tax Associate at BDO
Industry Accounting
Experience
BDO USA, LLP May 2015 - Present
Maxwell Locke & Ritter LLP January 2015 - April 2015
PricewaterhouseCoopers June 2012 - August 2012
Texas Senate May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Critical Thinking
Education
Texas State University-San Marcos 2013 — 2014
Master's degree, Accounting
St. Mary's University 2009 — 2012
BBA, Accounting
BDO USA, LLP May 2015 - Present
Maxwell Locke & Ritter LLP January 2015 - April 2015
PricewaterhouseCoopers June 2012 - August 2012
Texas Senate May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Critical Thinking
Education
Texas State University-San Marcos 2013 — 2014
Master's degree, Accounting
St. Mary's University 2009 — 2012
BBA, Accounting
Renee Kroesch Renee Kroesch's Maxwell Locke & Ritter LLP Experience February 2013 - August 2013
Job Tax Associate at PKF Texas
Industry Accounting
Experience
PKF Texas February 2014 - Present
Maxwell Locke & Ritter LLP February 2013 - August 2013
Brenco Marketing January 2012 - February 2013
Chick-fil-A July 2006 - August 2008
Skills
Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Management, Tax
Education
Texas A&M University 2012 — 2013
MS, Accounting
Texas A&M University 2008 — 2011
BBA, Accounting
PKF Texas February 2014 - Present
Maxwell Locke & Ritter LLP February 2013 - August 2013
Brenco Marketing January 2012 - February 2013
Chick-fil-A July 2006 - August 2008
Skills
Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Management, Tax
Education
Texas A&M University 2012 — 2013
MS, Accounting
Texas A&M University 2008 — 2011
BBA, Accounting
Brandon Lamb, JD, CPA Brandon Lamb, JD, CPA's Maxwell Locke & Ritter LLP Experience 2014 - Present
Job M&A Advisory and Assurance at Maxwell Locke & Ritter LLP
Industry Financial Services
Experience
Maxwell Locke & Ritter LLP 2014 - Present
Sprock Capital Advisory 2012 - 2014
KPMG US 2011 - 2012
Ernst & Young 2002 - 2011
Arthur Andersen & Co. 1997 - 2002
Skills
Mergers, Auditing, SEC filings, Due Diligence, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Sarbanes-Oxley, Private Equity, Transaction Support, Mergers & Acquisitions, Financial Audits, SEC Filings, US GAAP, Finance, Management, Tax
Education
University of Houston Law Center 2005 — 2008
J.D., Law
Trinity University 1997 — 1998
M.S., Accounting
Trinity University 1993 — 1997
B.S., Accounting & Finance
Maxwell Locke & Ritter LLP 2014 - Present
Sprock Capital Advisory 2012 - 2014
KPMG US 2011 - 2012
Ernst & Young 2002 - 2011
Arthur Andersen & Co. 1997 - 2002
Skills
Mergers, Auditing, SEC filings, Due Diligence, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Sarbanes-Oxley, Private Equity, Transaction Support, Mergers & Acquisitions, Financial Audits, SEC Filings, US GAAP, Finance, Management, Tax
Education
University of Houston Law Center 2005 — 2008
J.D., Law
Trinity University 1997 — 1998
M.S., Accounting
Trinity University 1993 — 1997
B.S., Accounting & Finance
Lety Amaya Lety Amaya's Maxwell Locke & Ritter LLP Experience August 2009 - Present
Job Accounts Receivable Associate at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP August 2009 - Present
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Southwest Texas Junior College 1984 — 1986
Associate's degree, Data Processing
Maxwell Locke & Ritter LLP August 2009 - Present
Skills
Customer Service, PowerPoint, English, Windows, Research, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Southwest Texas Junior College 1984 — 1986
Associate's degree, Data Processing
Amanda Vertz Amanda Vertz's Maxwell Locke & Ritter LLP Experience December 2008 - April 2011
Job Realtor at Keller Willams Realty
Industry Real Estate
Experience
Keller Willams Realty March 2011 - Present
Maxwell Locke & Ritter LLP December 2008 - April 2011
Deloitte Tax LLP September 2007 - November 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2007
MPA, Accounting
Keller Willams Realty March 2011 - Present
Maxwell Locke & Ritter LLP December 2008 - April 2011
Deloitte Tax LLP September 2007 - November 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2007
MPA, Accounting
Dana McCartney Dana McCartney's Maxwell Locke & Ritter LLP Experience January 2004 - Present
Job CPA at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP January 2004 - Present
Price Waterhouse January 1987 - August 1992
Skills
CPA, Estate Planning, Tax, Income Tax, Business Tax Planning, Corporate Tax, Tax Accounting, Accounting, State Tax, Fixed Assets, International Tax, Internal Controls, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Account Reconciliation, Accounts Payable, Tax Compliance, Tax Advisory, High Net Worth..., Individual Returns
Education
Texas A&M University 1983 — 1987
BBA, Accounting
University of Denver 1987 — 1988
Masters, Taxation
Maxwell Locke & Ritter LLP January 2004 - Present
Price Waterhouse January 1987 - August 1992
Skills
CPA, Estate Planning, Tax, Income Tax, Business Tax Planning, Corporate Tax, Tax Accounting, Accounting, State Tax, Fixed Assets, International Tax, Internal Controls, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Account Reconciliation, Accounts Payable, Tax Compliance, Tax Advisory, High Net Worth..., Individual Returns
Education
Texas A&M University 1983 — 1987
BBA, Accounting
University of Denver 1987 — 1988
Masters, Taxation
Z Proscurshim Z Proscurshim's Maxwell Locke & Ritter LLP Experience September 2008 - October 2009
Job Senior Advisor
Industry Accounting
Experience
Durbin Bennett - Tax Advisors, LLP December 2012 - April 2015
Carr, Riggs & Ingram, LLC February 2010 - April 2012
Maxwell Locke & Ritter LLP September 2008 - October 2009
Katten Muchin Rosenman LLP July 2005 - August 2008
J. Larsen & Associates, PC September 2004 - May 2005
Epstein, Berlin & Co January 2004 - April 2004
Skills
Fluent in Russian
Education
Baylor University - Hankamer School of Business 1999 — 2003
MTax, Accounting
Baylor University
Bachelor; Master of Taxation, Business Administration
Durbin Bennett - Tax Advisors, LLP December 2012 - April 2015
Carr, Riggs & Ingram, LLC February 2010 - April 2012
Maxwell Locke & Ritter LLP September 2008 - October 2009
Katten Muchin Rosenman LLP July 2005 - August 2008
J. Larsen & Associates, PC September 2004 - May 2005
Epstein, Berlin & Co January 2004 - April 2004
Skills
Fluent in Russian
Education
Baylor University - Hankamer School of Business 1999 — 2003
MTax, Accounting
Baylor University
Bachelor; Master of Taxation, Business Administration
Julie Reinhardt Julie Reinhardt's Maxwell Locke & Ritter LLP Experience September 2007 - Present
Job Associate Advisor at Maxwell Locke & Ritter LLP
Industry Investment Management
Experience
Maxwell Locke & Ritter LLP September 2007 - Present
The Standard May 2006 - September 2007
Invesmart September 2000 - June 2006
Plan Data, Inc. June 1997 - September 2000
Leander ISD December 1994 - June 1997
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts, Math
Maxwell Locke & Ritter LLP September 2007 - Present
The Standard May 2006 - September 2007
Invesmart September 2000 - June 2006
Plan Data, Inc. June 1997 - September 2000
Leander ISD December 1994 - June 1997
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Arts, Math
Nicholas Threlkeld's Maxwell Locke & Ritter LLP Experience February 2013 - April 2013
Job Tax Associate at PKF Texas
Industry Accounting
Experience
PKF Texas June 2014 - Present
Brenco Marketing April 2013 - October 2013
Maxwell Locke & Ritter LLP February 2013 - April 2013
Hill Country Bible Church May 2011 - August 2011
Skills
Adept problem-solver, Team Leadership, Microsoft Office, Building Relationships, Public Speaking, Strategic Planning, Mathematics, Tax, Financial Analysis, Customer Service, Tax Research
Education
Texas A&M University 2009 — 2014
Bachelor of Business Administration, Accounting, 3.53/4.0
PKF Texas June 2014 - Present
Brenco Marketing April 2013 - October 2013
Maxwell Locke & Ritter LLP February 2013 - April 2013
Hill Country Bible Church May 2011 - August 2011
Skills
Adept problem-solver, Team Leadership, Microsoft Office, Building Relationships, Public Speaking, Strategic Planning, Mathematics, Tax, Financial Analysis, Customer Service, Tax Research
Education
Texas A&M University 2009 — 2014
Bachelor of Business Administration, Accounting, 3.53/4.0
Kristy Mantz Kristy Mantz's Maxwell Locke & Ritter LLP Experience September 1993 - August 1994
Job Controller at usacapitol
Industry Higher Education
Experience
Southwestern University January 2015 - Present
usacapitol January 2015 - Present
Jazzercise Inc. October 2011 - Present
9Gauge Partners, LLC September 2012 - October 2014
Grace Episcopal Church 2007 - 2010
Embree Group 1994 - November 1996
Maxwell Locke & Ritter LLP September 1993 - August 1994
Skills
Financial Reporting, Financial Analysis, Payroll, Accounts Payable, Computer Proficiency, Account Reconciliation, Accounts Receivable, Auditing, Small Business, Cost Accounting, Process Improvement, Policy Analysis, Budget Process, Variance Analysis, Cash Management, Cash Flow Forecasting, Internal Controls, Business Planning, Accounting, Financial Statements, Financial Audits, Financial Accounting, QuickBooks
Education
Southwestern University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Southern New Hampshire University
Master of Business Administration (M.B.A.) - currently pursuing, Forensic Accounting - in process
Southwestern University January 2015 - Present
usacapitol January 2015 - Present
Jazzercise Inc. October 2011 - Present
9Gauge Partners, LLC September 2012 - October 2014
Grace Episcopal Church 2007 - 2010
Embree Group 1994 - November 1996
Maxwell Locke & Ritter LLP September 1993 - August 1994
Skills
Financial Reporting, Financial Analysis, Payroll, Accounts Payable, Computer Proficiency, Account Reconciliation, Accounts Receivable, Auditing, Small Business, Cost Accounting, Process Improvement, Policy Analysis, Budget Process, Variance Analysis, Cash Management, Cash Flow Forecasting, Internal Controls, Business Planning, Accounting, Financial Statements, Financial Audits, Financial Accounting, QuickBooks
Education
Southwestern University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
Southern New Hampshire University
Master of Business Administration (M.B.A.) - currently pursuing, Forensic Accounting - in process
Jessica (Gaus) McGlothlin, CPA Jessica (Gaus) McGlothlin, CPA's Maxwell Locke & Ritter LLP Experience February 2010 - April 2010
Job Tax Analyst at LyondellBasell
Industry Accounting
Experience
LyondellBasell October 2013 - Present
PwC July 2013 - Present
PwC July 2011 - June 2013
McCombs School of Business January 2011 - May 2011
McCombs School of Business August 2010 - December 2010
MPA Career Services, The University of Texas at Austin May 2009 - August 2010
Maxwell Locke & Ritter LLP February 2010 - April 2010
Gaus Appraisal Service May 2008 - August 2008
Skills
Tax, Resume Writing, ASC 740, Corporate Returns, Partnership Returns, State Returns, Oil & Gas Partnerships, Financial Accounting, Microsoft Excel, PowerPoint, Accounting, US GAAP, Auditing, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2011
Master in Professional Accounting, Taxation
Asbury College 2006 — 2008
Business
LyondellBasell October 2013 - Present
PwC July 2013 - Present
PwC July 2011 - June 2013
McCombs School of Business January 2011 - May 2011
McCombs School of Business August 2010 - December 2010
MPA Career Services, The University of Texas at Austin May 2009 - August 2010
Maxwell Locke & Ritter LLP February 2010 - April 2010
Gaus Appraisal Service May 2008 - August 2008
Skills
Tax, Resume Writing, ASC 740, Corporate Returns, Partnership Returns, State Returns, Oil & Gas Partnerships, Financial Accounting, Microsoft Excel, PowerPoint, Accounting, US GAAP, Auditing, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2011
Master in Professional Accounting, Taxation
Asbury College 2006 — 2008
Business
Holly Helin Holly Helin's Maxwell Locke & Ritter LLP Experience July 2011 - Present
Job CPA at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP July 2011 - Present
PMB Helin Donovan December 2006 - July 2011
Durbin Bennett - Tax Advisors, LLP 2005 - 2006
Skills
Corporate Tax, Accounting, Partnership Taxation, Business Tax Planning, Personal Tax Planning, State Tax, International Tax, Tax Research, Consulting, Income Tax
Education
The University of Texas at Austin 2002 — 2005
Master of Professional Accounting, Taxation
Maxwell Locke & Ritter LLP July 2011 - Present
PMB Helin Donovan December 2006 - July 2011
Durbin Bennett - Tax Advisors, LLP 2005 - 2006
Skills
Corporate Tax, Accounting, Partnership Taxation, Business Tax Planning, Personal Tax Planning, State Tax, International Tax, Tax Research, Consulting, Income Tax
Education
The University of Texas at Austin 2002 — 2005
Master of Professional Accounting, Taxation
Clint Hitchcock's Maxwell Locke & Ritter LLP Experience August 2007 - December 2010
Job Audit Manager at Brooks, McGinnis & Company, LLC
Industry Accounting
Experience
Brooks, McGinnis & Company, LLC July 2012 - Present
Coker James & Company January 2011 - May 2012
Maxwell Locke & Ritter LLP August 2007 - December 2010
Smith, Turner, & Reeves September 2006 - August 2007
Eubank & Betts September 2004 - September 2006
Mcnair, Mclemore, Middlebrooks & co., llp January 2001 - August 2004
Skills
Trusted Business Advisor, Reviews, Auditing, CPA, Financial Statements, Preparation, Accountants, Accounting, Internal Controls, Financial Reporting, QuickBooks, Non-profits, Single Audit, OMB Circular A-133, Caseware, Creative Solutions, CCH ProSystem fx, Construction, Government Accounting, Creative Solutions..., GAAP, US GAAP, Caseware IDEA, Assurance, Revenue Recognition, Financial Accounting, General Ledger, Fixed Assets, Account Reconciliation, Financial Analysis, FASB, Forensic Accounting, Financial Statement..., Accounting Research, Technical Accounting..., Consolidated Financial..., Compilation Of..., Yellow Book, Financial Audits, Compilation, Member of AICPA, Bookkeeping, Nonprofits, SEC filings
Education
Georgia College and State University 1997 — 2002
BBA, Accounting
Mount De Sales 1991 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Brooks, McGinnis & Company, LLC July 2012 - Present
Coker James & Company January 2011 - May 2012
Maxwell Locke & Ritter LLP August 2007 - December 2010
Smith, Turner, & Reeves September 2006 - August 2007
Eubank & Betts September 2004 - September 2006
Mcnair, Mclemore, Middlebrooks & co., llp January 2001 - August 2004
Skills
Trusted Business Advisor, Reviews, Auditing, CPA, Financial Statements, Preparation, Accountants, Accounting, Internal Controls, Financial Reporting, QuickBooks, Non-profits, Single Audit, OMB Circular A-133, Caseware, Creative Solutions, CCH ProSystem fx, Construction, Government Accounting, Creative Solutions..., GAAP, US GAAP, Caseware IDEA, Assurance, Revenue Recognition, Financial Accounting, General Ledger, Fixed Assets, Account Reconciliation, Financial Analysis, FASB, Forensic Accounting, Financial Statement..., Accounting Research, Technical Accounting..., Consolidated Financial..., Compilation Of..., Yellow Book, Financial Audits, Compilation, Member of AICPA, Bookkeeping, Nonprofits, SEC filings
Education
Georgia College and State University 1997 — 2002
BBA, Accounting
Mount De Sales 1991 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sara Maxwell's Maxwell Locke & Ritter LLP Experience March 2006 - Present
Job Partner at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Presbyterian Children's Homes & Services October 2015 - Present
Maxwell Locke & Ritter LLP March 2006 - Present
I Live Here, I Give Here January 2015 - May 2015
CleanTX January 2013 - June 2014
Sustainable Food Center November 2006 - June 2012
PwC Houston June 2000 - February 2006
Skills
Tax, Income Tax, Internal Controls, Accounting, GAAP, Forecasting, Corporate Governance, Start-ups, Financial Modeling, Revenue Recognition, Auditing, Financial Statements, Tax Preparation, Nonprofits, Account Reconciliation, Portfolio Management, CPA, Sarbanes-Oxley Act, Corporate Finance, Internal Audit, SEC filings, Venture Capital, Mergers & Acquisitions, Consulting, Financial Accounting, Accounts Payable, US GAAP, Financial Reporting, Corporate Tax, Strategic Planning, Analysis, Small Business, Private Equity, Financial Analysis, QuickBooks, External Audit, Tax Research, Due Diligence, Sarbanes-Oxley, Financial Audits, Assurance, Accountants, Forensic Accounting, Business Valuation, State Tax, Managerial Finance, IFRS, Tax Accounting, Partnership Taxation, Fixed Assets
Education
Trinity University 1999 — 2000
M.S., Accounting
Trinity University 1995 — 1999
B.S., Accounting, Finance
Presbyterian Children's Homes & Services October 2015 - Present
Maxwell Locke & Ritter LLP March 2006 - Present
I Live Here, I Give Here January 2015 - May 2015
CleanTX January 2013 - June 2014
Sustainable Food Center November 2006 - June 2012
PwC Houston June 2000 - February 2006
Skills
Tax, Income Tax, Internal Controls, Accounting, GAAP, Forecasting, Corporate Governance, Start-ups, Financial Modeling, Revenue Recognition, Auditing, Financial Statements, Tax Preparation, Nonprofits, Account Reconciliation, Portfolio Management, CPA, Sarbanes-Oxley Act, Corporate Finance, Internal Audit, SEC filings, Venture Capital, Mergers & Acquisitions, Consulting, Financial Accounting, Accounts Payable, US GAAP, Financial Reporting, Corporate Tax, Strategic Planning, Analysis, Small Business, Private Equity, Financial Analysis, QuickBooks, External Audit, Tax Research, Due Diligence, Sarbanes-Oxley, Financial Audits, Assurance, Accountants, Forensic Accounting, Business Valuation, State Tax, Managerial Finance, IFRS, Tax Accounting, Partnership Taxation, Fixed Assets
Education
Trinity University 1999 — 2000
M.S., Accounting
Trinity University 1995 — 1999
B.S., Accounting, Finance
Dustin Pfluger, CPA's Maxwell Locke & Ritter LLP Experience October 2008 - August 2009
Job Audit Senior Manager and Director of Business Development at Richey May & Co., LLP
Industry Accounting
Experience
Richey May & Co., LLP June 2014 - Present
Richey May & Co., LLP August 2012 - May 2014
The Park Hill Bike Depot January 2011 - October 2013
Bradley Consulting Group September 2011 - August 2012
Richey May & Co., LLP August 2009 - September 2011
Richey May & Co., LLP August 2009 - May 2010
Maxwell Locke & Ritter LLP October 2008 - August 2009
PricewaterhouseCoopers Legal August 2005 - September 2008
Skills
CPA, QuickBooks, Accounting, Financial Accounting, GAAP, Financial Reporting, Auditing, US GAAP, Internal Controls, Budgets
Education
Trinity University 2004 — 2005
MS, Accounting
Trinity University 2000 — 2004
BS, Business Administration- Accounting
Richey May & Co., LLP June 2014 - Present
Richey May & Co., LLP August 2012 - May 2014
The Park Hill Bike Depot January 2011 - October 2013
Bradley Consulting Group September 2011 - August 2012
Richey May & Co., LLP August 2009 - September 2011
Richey May & Co., LLP August 2009 - May 2010
Maxwell Locke & Ritter LLP October 2008 - August 2009
PricewaterhouseCoopers Legal August 2005 - September 2008
Skills
CPA, QuickBooks, Accounting, Financial Accounting, GAAP, Financial Reporting, Auditing, US GAAP, Internal Controls, Budgets
Education
Trinity University 2004 — 2005
MS, Accounting
Trinity University 2000 — 2004
BS, Business Administration- Accounting
Michelle Elley's Maxwell Locke & Ritter LLP Experience November 2007 - March 2012
Job CPA
Industry Accounting
Experience
The Elley Foundation March 2012 - Present
Maxwell Locke & Ritter LLP November 2007 - March 2012
Ernst & Young May 2005 - November 2007
Ernst & Young 2004 - 2005
Education
The University of Texas at Austin 1997 — 2003
Bachelors and Masters in, Accounting
The Elley Foundation March 2012 - Present
Maxwell Locke & Ritter LLP November 2007 - March 2012
Ernst & Young May 2005 - November 2007
Ernst & Young 2004 - 2005
Education
The University of Texas at Austin 1997 — 2003
Bachelors and Masters in, Accounting
Whit Madere Whit Madere's Maxwell Locke & Ritter LLP Experience December 1994 - December 1999
Job Director of Internal Audit at Virginia Community College System
Industry Higher Education
Experience
Virginia Community College System July 2014 - Present
WhitzMix December 1997 - Present
University of Texas at El Paso December 2011 - July 2014
Express Scripts June 2007 - March 2011
American Power Conversion November 2005 - April 2007
Applied Materials September 2000 - November 2005
Independent Consultant December 1999 - August 2000
Maxwell Locke & Ritter LLP December 1994 - December 1999
Arthur Andersen, LLP September 1990 - December 1994
Four Seasons Hotels and Resorts June 1982 - August 1990
Skills
Change Management, Auditing, Lean Manufacturing, Consulting, Inventory Management, Cross-functional Team..., Process Improvement, Business Process..., Strategic Planning, Financial Analysis, Forecasting, Competitive Analysis, Analysis, Leadership, Risk Management, Project Planning, Project Management, Strategy, Supply Chain, Governance, Business Process, Finance, Internal Audit, Operations Management, Data Analysis, Mergers & Acquisitions, Management, Program Management, Business Analysis, Business Planning, Negotiation, Budgets, Management Consulting, Start-ups
Education
Baylor University 2002 — 2004
MBA, Business Administration, Management and Operations
The University of Texas at Austin
BBA, Accounting
Bastrop High
St. Mary's
The University of Texas at El Paso
Doctor of Education (Ed.D.), Higher Education Administration and Policy
Virginia Community College System July 2014 - Present
WhitzMix December 1997 - Present
University of Texas at El Paso December 2011 - July 2014
Express Scripts June 2007 - March 2011
American Power Conversion November 2005 - April 2007
Applied Materials September 2000 - November 2005
Independent Consultant December 1999 - August 2000
Maxwell Locke & Ritter LLP December 1994 - December 1999
Arthur Andersen, LLP September 1990 - December 1994
Four Seasons Hotels and Resorts June 1982 - August 1990
Skills
Change Management, Auditing, Lean Manufacturing, Consulting, Inventory Management, Cross-functional Team..., Process Improvement, Business Process..., Strategic Planning, Financial Analysis, Forecasting, Competitive Analysis, Analysis, Leadership, Risk Management, Project Planning, Project Management, Strategy, Supply Chain, Governance, Business Process, Finance, Internal Audit, Operations Management, Data Analysis, Mergers & Acquisitions, Management, Program Management, Business Analysis, Business Planning, Negotiation, Budgets, Management Consulting, Start-ups
Education
Baylor University 2002 — 2004
MBA, Business Administration, Management and Operations
The University of Texas at Austin
BBA, Accounting
Bastrop High
St. Mary's
The University of Texas at El Paso
Doctor of Education (Ed.D.), Higher Education Administration and Policy
Leah Mazar Leah Mazar's Maxwell Locke & Ritter LLP Experience November 2008 - August 2011
Job Senior Manager at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group May 2013 - Present
Dixon Hughes Goodman LLP September 2011 - April 2013
Maxwell Locke & Ritter LLP November 2008 - August 2011
Plante & Moran August 2006 - October 2008
Skills
Accounting, Assurance, Financial Reporting, Financial Statements, GAAP, Auditing, CPA, Internal Controls, SEC filings, US GAAP, Finance, Corporate Tax, Financial Accounting, Internal Audit, Sarbanes-Oxley Act
Education
Michigan State University 2005 — 2006
Masters of Science in Accounting
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2005
Bachelor of Arts in Accounting
The Siegfried Group May 2013 - Present
Dixon Hughes Goodman LLP September 2011 - April 2013
Maxwell Locke & Ritter LLP November 2008 - August 2011
Plante & Moran August 2006 - October 2008
Skills
Accounting, Assurance, Financial Reporting, Financial Statements, GAAP, Auditing, CPA, Internal Controls, SEC filings, US GAAP, Finance, Corporate Tax, Financial Accounting, Internal Audit, Sarbanes-Oxley Act
Education
Michigan State University 2005 — 2006
Masters of Science in Accounting
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2005
Bachelor of Arts in Accounting
R.J. Salome, CPA R.J. Salome, CPA's Maxwell Locke & Ritter LLP Experience January 2014 - Present
Job Audit Manager at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP January 2014 - Present
Maxwell Locke & Ritter LLP August 2012 - December 2013
Gainer, Donnelly & Desroches January 2011 - August 2012
Gainer, Donnelly & Desroches January 2009 - December 2010
Gainer, Donnelly & Desroches August 2007 - December 2008
Texas State University August 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, Pfx Engagement, Auditing, GAAP, Outlook, Accounting, Financial Reporting, Adobe Acrobat, Research, Financial Statements, Financial Accounting, Accounts Payable, Analysis, Account Reconciliation, Management, US GAAP, Financial Analysis, Financial Audits, Training, CPA, General Ledger
Education
Texas State University 2001 — 2007
Master of Accountancy, Accounting
Texas State University 2001 — 2007
Bachelor of Business Administration, Accounting
Maxwell Locke & Ritter LLP January 2014 - Present
Maxwell Locke & Ritter LLP August 2012 - December 2013
Gainer, Donnelly & Desroches January 2011 - August 2012
Gainer, Donnelly & Desroches January 2009 - December 2010
Gainer, Donnelly & Desroches August 2007 - December 2008
Texas State University August 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, Pfx Engagement, Auditing, GAAP, Outlook, Accounting, Financial Reporting, Adobe Acrobat, Research, Financial Statements, Financial Accounting, Accounts Payable, Analysis, Account Reconciliation, Management, US GAAP, Financial Analysis, Financial Audits, Training, CPA, General Ledger
Education
Texas State University 2001 — 2007
Master of Accountancy, Accounting
Texas State University 2001 — 2007
Bachelor of Business Administration, Accounting
Walter Stoker Walter Stoker's Maxwell Locke & Ritter LLP Experience July 2011 - March 2013
Job Tax Manager at CSIdentity
Industry Accounting
Experience
CSIdentity March 2013 - Present
Maxwell Locke & Ritter LLP July 2011 - March 2013
Padgett, Stratemann & Co., LLP July 2003 - July 2011
JI Companies June 2002 - January 2003
Mann, Frankfort, Stein & Lipp, LLP June 2001 - June 2002
Melton & Melton, LLP May 2000 - May 2001
Skills
Tax, Accounting, Income Tax, Auditing, Financial Accounting, Small Business, Tax Preparation, Construction, Corporate Tax, Fixed Assets, Penalty Abatement, FIN 48, QuickBooks, FAS 5, Tax Compliance, Audit, FAS 109, SaaS, Tax Accrual, R&D Credit, Sales & Use Tax, Legal Contract Review, Financial Statements, State Tax, SEC filings, Tax Accounting, Partnership Taxation, International Tax, Tax Research, GAAP, CPA, Tax Advisory, ProSystem fx Tax, US GAAP, SEC Filings, Multi-State Sales Tax, Multi-state tax returns
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Accounting
CSIdentity March 2013 - Present
Maxwell Locke & Ritter LLP July 2011 - March 2013
Padgett, Stratemann & Co., LLP July 2003 - July 2011
JI Companies June 2002 - January 2003
Mann, Frankfort, Stein & Lipp, LLP June 2001 - June 2002
Melton & Melton, LLP May 2000 - May 2001
Skills
Tax, Accounting, Income Tax, Auditing, Financial Accounting, Small Business, Tax Preparation, Construction, Corporate Tax, Fixed Assets, Penalty Abatement, FIN 48, QuickBooks, FAS 5, Tax Compliance, Audit, FAS 109, SaaS, Tax Accrual, R&D Credit, Sales & Use Tax, Legal Contract Review, Financial Statements, State Tax, SEC filings, Tax Accounting, Partnership Taxation, International Tax, Tax Research, GAAP, CPA, Tax Advisory, ProSystem fx Tax, US GAAP, SEC Filings, Multi-State Sales Tax, Multi-state tax returns
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Accounting
Doris Ayala Doris Ayala's Maxwell Locke & Ritter LLP Experience December 2012 - Present
Job CPA at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP December 2012 - Present
Skills
Corporate Tax, Financial Accounting, Tax Research, Auditing, Big 4, Tax Accounting, International Tax, Partnership Taxation, Tax, CPA, Accounting, US GAAP, SEC filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2007
BBA & MPA, Accounting/Tax Accounting
Maxwell Locke & Ritter LLP December 2012 - Present
Skills
Corporate Tax, Financial Accounting, Tax Research, Auditing, Big 4, Tax Accounting, International Tax, Partnership Taxation, Tax, CPA, Accounting, US GAAP, SEC filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2007
BBA & MPA, Accounting/Tax Accounting
Steven W. Knebel Steven W. Knebel's Maxwell Locke & Ritter LLP Experience 1991 - Present
Job Leading Partner at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP 1991 - Present
Deloitte & Touche 1984 - 1991
Education
The University of Texas at Austin 1981 — 1983
BBA, Accounting
Maxwell Locke & Ritter LLP 1991 - Present
Deloitte & Touche 1984 - 1991
Education
The University of Texas at Austin 1981 — 1983
BBA, Accounting
James Rinn James Rinn's Maxwell Locke & Ritter LLP Experience June 2015 - Present
Job CFO/COO at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP June 2015 - Present
Five Stone Tax Advisers November 2013 - June 2015
Tax Tiger November 2013 - January 2015
SmithCo Investments/e3 Foundation April 2011 - November 2013
CoreLogic July 2000 - May 2011
National Instruments 1999 - 2000
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1991 - 1998
Coopers & Lybrand 1991 - 1995
Skills
Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Business Process..., Business Strategy, CPA, Change Management, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Process Improvement, Risk Assessment, Risk Management, Six Sigma, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Team Building, Vendor Management, Mergers, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1989 — 1991
BBA, Accounting
Lanier HS
Maxwell Locke & Ritter LLP June 2015 - Present
Five Stone Tax Advisers November 2013 - June 2015
Tax Tiger November 2013 - January 2015
SmithCo Investments/e3 Foundation April 2011 - November 2013
CoreLogic July 2000 - May 2011
National Instruments 1999 - 2000
PricewaterhouseCoopers 1998 - 2000
Coopers & Lybrand 1991 - 1998
Coopers & Lybrand 1991 - 1995
Skills
Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Auditing, Budgets, Business Analysis, Business Development, Business Planning, Business Process..., Business Strategy, CPA, Change Management, Contract Negotiation, Corporate Finance, Cross-functional Team..., Due Diligence, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Process Improvement, Risk Assessment, Risk Management, Six Sigma, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Team Building, Vendor Management, Mergers, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1989 — 1991
BBA, Accounting
Lanier HS
Sandra Ou Sandra Ou's Maxwell Locke & Ritter LLP Experience January 2015 - Present
Job Tax Associate at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP January 2015 - Present
Deloitte May 2002 - December 2014
Arthur Andersen LLP August 1994 - May 2002
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1994
BBA, MPA, Accounting, Tax
Maxwell Locke & Ritter LLP January 2015 - Present
Deloitte May 2002 - December 2014
Arthur Andersen LLP August 1994 - May 2002
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1994
BBA, MPA, Accounting, Tax
Anna Stepan Anna Stepan's Maxwell Locke & Ritter LLP Experience November 2007 - Present
Job CPA, Tax Associate at Maxwell Locke & Ritter
Industry Accounting
Experience
Maxwell Locke & Ritter LLP November 2007 - Present
EY September 2004 - November 2007
Skills
CPA, Income tax compliance..., U.S. tax aspects of..., Tax, Corporate Tax, Accounting, Income Tax, Financial Accounting, Tax Accounting, Tax Preparation, Financial Reporting, Partnership Taxation, Income tax provisions
Education
The University of Texas at Austin 2003 — 2004
Master of Professional Accounting
Trinity University 1999 — 2003
Bachelor’s Degree, Business Administration, Accounting Concentration, Summa Cum Laude Graduate
Maxwell Locke & Ritter LLP November 2007 - Present
EY September 2004 - November 2007
Skills
CPA, Income tax compliance..., U.S. tax aspects of..., Tax, Corporate Tax, Accounting, Income Tax, Financial Accounting, Tax Accounting, Tax Preparation, Financial Reporting, Partnership Taxation, Income tax provisions
Education
The University of Texas at Austin 2003 — 2004
Master of Professional Accounting
Trinity University 1999 — 2003
Bachelor’s Degree, Business Administration, Accounting Concentration, Summa Cum Laude Graduate
Sharri Haist Sharri Haist's Maxwell Locke & Ritter LLP Experience December 2012 - Present
Job Audit Associate at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP December 2012 - Present
Keller Williams Realty, Inc. January 2011 - December 2012
Deloitte & Touche, LLP January 2005 - December 2010
Henna Chevrolet, LP August 1992 - December 2004
Barter Exchange, Inc. 1991 - 1992
Skills
Internal Controls, Financial Reporting, US GAAP, Auditing, CPA, Financial Analysis, Financial Accounting, Sarbanes-Oxley
Education
The University of Texas at Austin 2001 — 2004
Master of Professional Accounting, Bachelor of Business Administration
Maxwell Locke & Ritter LLP December 2012 - Present
Keller Williams Realty, Inc. January 2011 - December 2012
Deloitte & Touche, LLP January 2005 - December 2010
Henna Chevrolet, LP August 1992 - December 2004
Barter Exchange, Inc. 1991 - 1992
Skills
Internal Controls, Financial Reporting, US GAAP, Auditing, CPA, Financial Analysis, Financial Accounting, Sarbanes-Oxley
Education
The University of Texas at Austin 2001 — 2004
Master of Professional Accounting, Bachelor of Business Administration
Aimee Sanchez Aimee Sanchez's Maxwell Locke & Ritter LLP Experience January 2010 - Present
Job Audit Manager at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP January 2010 - Present
EY August 2004 - 2007
PwC 2003 - 2004
Skills
Auditing, External Audit, Accounting, US GAAP, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis
Education
Universidad de Puerto Rico 1998 — 2003
BBA, Accounting and Finance
Maxwell Locke & Ritter LLP January 2010 - Present
EY August 2004 - 2007
PwC 2003 - 2004
Skills
Auditing, External Audit, Accounting, US GAAP, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis
Education
Universidad de Puerto Rico 1998 — 2003
BBA, Accounting and Finance
Andrea (Kissack) Burgard Andrea (Kissack) Burgard's Maxwell Locke & Ritter LLP Experience October 2013 - Present
Job Audit Associate at Maxwell Locke & Ritter
Industry Accounting
Experience
Maxwell Locke & Ritter LLP October 2013 - Present
EY October 2010 - October 2013
Skills
Internal Controls, US GAAP, CPA, Financial Analysis, Financial Reporting, External Audit, Financial Audits, Microsoft Excel, Microsoft Office, SOX 404, SEC filings, 10K, 10Q, Big 4, Management, Manufacturing, Software, Financial Accounting
Education
University of Oklahoma 2007 — 2010
Master's of Accountancy
University of Oklahoma 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Maxwell Locke & Ritter LLP October 2013 - Present
EY October 2010 - October 2013
Skills
Internal Controls, US GAAP, CPA, Financial Analysis, Financial Reporting, External Audit, Financial Audits, Microsoft Excel, Microsoft Office, SOX 404, SEC filings, 10K, 10Q, Big 4, Management, Manufacturing, Software, Financial Accounting
Education
University of Oklahoma 2007 — 2010
Master's of Accountancy
University of Oklahoma 2007 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Lesley McCarthy, CPA Lesley McCarthy, CPA's Maxwell Locke & Ritter LLP Experience August 2011 - April 2012
Job Senior Manager Transaction Advisory Services at Plante Moran
Industry Accounting
Experience
Plante Moran September 2015 - Present
Southwest Solutions April 2012 - September 2015
Maxwell Locke & Ritter LLP August 2011 - April 2012
Plante & Moran, PLLC January 2005 - June 2011
Plante Moran January 2005 - June 2011
O'Brien June 2004 - December 2004
Skills
Tax, Corporate Tax, GAAP, Auditing, Financial Statements, Payroll, Accounting, Financial Reporting, External Audit, Internal Controls
Education
Ferris State University 1997 — 2003
BA, Accounting
Ferris State University - Big 1997 — 2003
Bachelors of Science, Accountancy
Plante Moran September 2015 - Present
Southwest Solutions April 2012 - September 2015
Maxwell Locke & Ritter LLP August 2011 - April 2012
Plante & Moran, PLLC January 2005 - June 2011
Plante Moran January 2005 - June 2011
O'Brien June 2004 - December 2004
Skills
Tax, Corporate Tax, GAAP, Auditing, Financial Statements, Payroll, Accounting, Financial Reporting, External Audit, Internal Controls
Education
Ferris State University 1997 — 2003
BA, Accounting
Ferris State University - Big 1997 — 2003
Bachelors of Science, Accountancy
Travis Fielder Travis Fielder's Maxwell Locke & Ritter LLP Experience January 2012 - May 2012
Job Commercial Underwriter, Banking Officer at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank June 2015 - Present
Broadway Bank January 2015 - May 2015
Broadway Bank September 2013 - January 2015
Century Management February 2013 - September 2013
Maxwell Locke & Ritter LLP January 2012 - May 2012
Skills
Investments, Analysis, Credit, Credit Analysis, Financial Modeling, Loans
Education
The University of Texas at Austin 2009 — 2013
Texas Capital Bank June 2015 - Present
Broadway Bank January 2015 - May 2015
Broadway Bank September 2013 - January 2015
Century Management February 2013 - September 2013
Maxwell Locke & Ritter LLP January 2012 - May 2012
Skills
Investments, Analysis, Credit, Credit Analysis, Financial Modeling, Loans
Education
The University of Texas at Austin 2009 — 2013
Shawn Ngoh's Maxwell Locke & Ritter LLP Experience February 2014 - April 2014
Job Tax Intern at PwC
Industry Accounting
Experience
PwC June 2014 - Present
Maxwell Locke & Ritter LLP February 2014 - April 2014
Course Hero, Inc. 2011 - 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Access
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
PwC June 2014 - Present
Maxwell Locke & Ritter LLP February 2014 - April 2014
Course Hero, Inc. 2011 - 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Access
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2015
Bachelor of Business Administration (BBA), Accounting
Brandi Dooley Brandi Dooley's Maxwell Locke & Ritter LLP Experience July 2011 - April 2013
Job Certified Public Accountant
Industry Accounting
Experience
Apollo Endosurgery December 2013 - October 2014
Pervasive Software (an Actian company) July 2013 - December 2013
Maxwell Locke & Ritter LLP July 2011 - April 2013
Davila, Buschhorn & Associates November 2009 - July 2011
Ernst & Young September 2008 - October 2009
The Attorney Store, Inc. May 2007 - September 2007
Skills
Internal Controls, GAAP, Accounting, CPA, SEC filings, Internal Audit, Financial Analysis, Auditing, Tax, Sarbanes-Oxley Act, Tax Accounting, Accounts Payable, Due Diligence, State Tax, Mergers, Forecasting, US GAAP, General Ledger, Variance Analysis, Partnership Taxation, Financial Accounting, Revenue Recognition, Corporate Tax, QuickBooks, Income Tax, Assurance, Financial Reporting, External Audit, Financial Modeling, Tax Research, Cost Accounting, Fixed Assets, Tax Preparation, Financial Statements, Cash Flow, Sarbanes-Oxley, Account Reconciliation, Managerial Finance, Corporate Finance, IFRS, Accountants, Mergers & Acquisitions, Payroll, Financial Audits
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Master in Professional Accounting, Accounting
Apollo Endosurgery December 2013 - October 2014
Pervasive Software (an Actian company) July 2013 - December 2013
Maxwell Locke & Ritter LLP July 2011 - April 2013
Davila, Buschhorn & Associates November 2009 - July 2011
Ernst & Young September 2008 - October 2009
The Attorney Store, Inc. May 2007 - September 2007
Skills
Internal Controls, GAAP, Accounting, CPA, SEC filings, Internal Audit, Financial Analysis, Auditing, Tax, Sarbanes-Oxley Act, Tax Accounting, Accounts Payable, Due Diligence, State Tax, Mergers, Forecasting, US GAAP, General Ledger, Variance Analysis, Partnership Taxation, Financial Accounting, Revenue Recognition, Corporate Tax, QuickBooks, Income Tax, Assurance, Financial Reporting, External Audit, Financial Modeling, Tax Research, Cost Accounting, Fixed Assets, Tax Preparation, Financial Statements, Cash Flow, Sarbanes-Oxley, Account Reconciliation, Managerial Finance, Corporate Finance, IFRS, Accountants, Mergers & Acquisitions, Payroll, Financial Audits
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Master in Professional Accounting, Accounting
Walter Eugene Lord, CPA, CGMA's Maxwell Locke & Ritter LLP Experience January 1998 - January 1999
Job Walter Eugene Lord, PLLC Certified Public Accountant
Industry Management Consulting
Experience
Walter Eugene Lord, Certified Public Accountant August 2006 - Present
Cook Burns & Lord, CPA August 2000 - August 2006
Brookhaven College September 2000 - May 2002
Mountain Valley Indemnity (formerly White Mountains Insurance) January 1999 - July 2000
Maxwell Locke & Ritter LLP January 1998 - January 1999
Fireman's Fund Insurance May 1974 - July 1997
Skills
Accounting, Tax, Non-profits, Management Consulting, Strategic Planning, Financial Analysis, Business Planning, Financial Reporting, Financial Modeling, Process Improvement, Budget, Insurance, Microsoft Office, Corporate Tax, Change Management, Budgets, Start-ups, Entrepreneurship, Management, Business Process..., Sales, Nonprofits, Leadership Development, Strategy, Leadership, Marketing Strategy, Team Building, Organizational..., Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance & Economics
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance/Economics
University of North Texas
BBA - Banking & Finance, Banking & Finance
Walter Eugene Lord, Certified Public Accountant August 2006 - Present
Cook Burns & Lord, CPA August 2000 - August 2006
Brookhaven College September 2000 - May 2002
Mountain Valley Indemnity (formerly White Mountains Insurance) January 1999 - July 2000
Maxwell Locke & Ritter LLP January 1998 - January 1999
Fireman's Fund Insurance May 1974 - July 1997
Skills
Accounting, Tax, Non-profits, Management Consulting, Strategic Planning, Financial Analysis, Business Planning, Financial Reporting, Financial Modeling, Process Improvement, Budget, Insurance, Microsoft Office, Corporate Tax, Change Management, Budgets, Start-ups, Entrepreneurship, Management, Business Process..., Sales, Nonprofits, Leadership Development, Strategy, Leadership, Marketing Strategy, Team Building, Organizational..., Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance & Economics
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance/Economics
University of North Texas
BBA - Banking & Finance, Banking & Finance
Ashley Ahlgren, CPA's Maxwell Locke & Ritter LLP Experience January 2014 - Present
Job Audit Senior Associate
Industry Accounting
Experience
Maxwell Locke & Ritter LLP January 2014 - Present
uShip.com December 2012 - January 2014
PwC January 2010 - December 2012
PwC January 2009 - March 2009
Skills
SOX 404, Revenue Recognition, Acquisitions, Business Process, Stock Compensation, Project Planning, Project Management, Auditing, Assurance, Quality Assurance, Financial Reporting, SOX Compliancy, US GAAP, Financial Analysis, Analytics, COSO, Accounts Payable, Accounts Receivable, Sales Contracts, Business Acquisition, Mergers, QuickBooks, CPA, Internal Controls, Big 4, External Audit, Monthly Close Process, Bank Reconciliation, Account Reconciliation, P&L Analysis, Deferred Revenue, Mergers, Sarbanes-Oxley Act
Education
Texas Tech University - Rawls College of Business 2005 — 2009
MSA, Accounting
Maxwell Locke & Ritter LLP January 2014 - Present
uShip.com December 2012 - January 2014
PwC January 2010 - December 2012
PwC January 2009 - March 2009
Skills
SOX 404, Revenue Recognition, Acquisitions, Business Process, Stock Compensation, Project Planning, Project Management, Auditing, Assurance, Quality Assurance, Financial Reporting, SOX Compliancy, US GAAP, Financial Analysis, Analytics, COSO, Accounts Payable, Accounts Receivable, Sales Contracts, Business Acquisition, Mergers, QuickBooks, CPA, Internal Controls, Big 4, External Audit, Monthly Close Process, Bank Reconciliation, Account Reconciliation, P&L Analysis, Deferred Revenue, Mergers, Sarbanes-Oxley Act
Education
Texas Tech University - Rawls College of Business 2005 — 2009
MSA, Accounting
Danielle McBurnett, CPA's Maxwell Locke & Ritter LLP Experience November 2012 - Present
Job Associate at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP November 2012 - Present
Skills
SOX, Internal Controls, Internal Audit, GAAP, Risk Assessments, Process Flowcharting, Microsoft Suite: Word,..., Fluent in Excel:..., Data Mining & Analysis, SEC Reporting, Sarbanes-Oxley Act
Education
Texas State University-San Marcos 2001 — 2004
Masters, Accounting (MAcy), magna cum laude
Texas State University-San Marcos 1997 — 2000
BBA, Accounting, magna cum laude
CPA - licensed in 2003 in Texas
Maxwell Locke & Ritter LLP November 2012 - Present
Skills
SOX, Internal Controls, Internal Audit, GAAP, Risk Assessments, Process Flowcharting, Microsoft Suite: Word,..., Fluent in Excel:..., Data Mining & Analysis, SEC Reporting, Sarbanes-Oxley Act
Education
Texas State University-San Marcos 2001 — 2004
Masters, Accounting (MAcy), magna cum laude
Texas State University-San Marcos 1997 — 2000
BBA, Accounting, magna cum laude
CPA - licensed in 2003 in Texas
Bonnie Allison, CPA's Maxwell Locke & Ritter LLP Experience October 2012 - Present
Job Audit Associate at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP October 2012 - Present
Atchley & Associates, LLP January 2011 - October 2012
Deloitte & Touche LLP September 2006 - August 2010
Education
University of Arizona, Eller College of Management 2003 — 2006
Masters, Accounting
Maxwell Locke & Ritter LLP October 2012 - Present
Atchley & Associates, LLP January 2011 - October 2012
Deloitte & Touche LLP September 2006 - August 2010
Education
University of Arizona, Eller College of Management 2003 — 2006
Masters, Accounting
Anita Motloch's Maxwell Locke & Ritter LLP Experience November 1995 - Present
Job Partner at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP November 1995 - Present
Skills
Corporate Tax, Partnership Taxation, Tax Research, GAAP, Tax, SEC filings, Tax Preparation, Income Tax, Internal Controls, Accounting, Auditing, State Tax, CPA, International Tax
Education
The University of Texas at Austin 1978 — 1980
Bachelor of Business Administration (BBA), Accounting
Maxwell Locke & Ritter LLP November 1995 - Present
Skills
Corporate Tax, Partnership Taxation, Tax Research, GAAP, Tax, SEC filings, Tax Preparation, Income Tax, Internal Controls, Accounting, Auditing, State Tax, CPA, International Tax
Education
The University of Texas at Austin 1978 — 1980
Bachelor of Business Administration (BBA), Accounting
Julie (Cleveland) Whittenburg's Maxwell Locke & Ritter LLP Experience 1996 - 1998
Job Independent Accounting Professional
Industry Accounting
Experience
Austin White Lime Company 1998 - 2007
Maxwell Locke & Ritter LLP 1996 - 1998
PwC 1994 - 1996
Skills
Microsoft Excel, Management, Financial Reporting, Auditing, Accounting, Financial Analysis, QuickBooks, Internal Controls, Tax Returns, General Ledger, Financial Accounting
Education
The University of Texas at Austin 1993 — 1994
Bachelor of Business Administration (B.B.A.), Accounting, 3.8 GPA - Chancellor’s or Dean’s List – 1990 to 1994
University of Arkansas at Fayetteville 1991 — 1993
Accounting
Austin White Lime Company 1998 - 2007
Maxwell Locke & Ritter LLP 1996 - 1998
PwC 1994 - 1996
Skills
Microsoft Excel, Management, Financial Reporting, Auditing, Accounting, Financial Analysis, QuickBooks, Internal Controls, Tax Returns, General Ledger, Financial Accounting
Education
The University of Texas at Austin 1993 — 1994
Bachelor of Business Administration (B.B.A.), Accounting, 3.8 GPA - Chancellor’s or Dean’s List – 1990 to 1994
University of Arkansas at Fayetteville 1991 — 1993
Accounting
Scott Adair's Maxwell Locke & Ritter LLP Experience October 2012 - Present
Job Associate Financial Advisor at Maxwell Locke & Ritter LLP
Industry Information Services
Experience
Maxwell Locke & Ritter LLP October 2012 - Present
Texas Legislative Reference Library March 2004 - October 2012
Mediatruck 1999 - 2001
Education
The University of Texas at Austin 2008 — 2009
Certificate, Financial Planning Programming
The University of Texas at Austin 1998 — 1999
Masters, Library and Information "Science"
The University of Texas at Austin 1988 — 1992
Bachelor of Arts, Sociology
Maxwell Locke & Ritter LLP October 2012 - Present
Texas Legislative Reference Library March 2004 - October 2012
Mediatruck 1999 - 2001
Education
The University of Texas at Austin 2008 — 2009
Certificate, Financial Planning Programming
The University of Texas at Austin 1998 — 1999
Masters, Library and Information "Science"
The University of Texas at Austin 1988 — 1992
Bachelor of Arts, Sociology
Brianna Landry's Maxwell Locke & Ritter LLP Experience November 2008 - Present
Job Audit Associate
Industry Accounting
Experience
Maxwell Locke & Ritter LLP November 2008 - Present
Ernst & Young 2003 - 2008
Skills
CPA, Auditing, Social Media, Financial Statements, Accounting, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Accounting
Education
University of Southern Mississippi
Maxwell Locke & Ritter LLP November 2008 - Present
Ernst & Young 2003 - 2008
Skills
CPA, Auditing, Social Media, Financial Statements, Accounting, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Accounting
Education
University of Southern Mississippi
Kelly Gobroski's Maxwell Locke & Ritter LLP Experience February 2012 - April 2012
Job CFO of Austin Distilling
Industry Accounting
Experience
Flieller, Kruger, Skelton & Plyler, PLLC June 2013 - December 2013
Maxwell Locke & Ritter LLP February 2012 - April 2012
Material Consulting Services 2006 - 2009
Skills
Financial Analysis, Microsoft Office, Customer Service, Business Analysis, Strategic Planning, Tax Preparation, QuickBooks, Business Strategy, Accounting, Tax, Financial Services, Income Tax
Education
St. Edward's University 2011 — 2013
MACT, Accounting
St. Edward's University 2009 — 2011
BBA, Accounting, 3.79
Flieller, Kruger, Skelton & Plyler, PLLC June 2013 - December 2013
Maxwell Locke & Ritter LLP February 2012 - April 2012
Material Consulting Services 2006 - 2009
Skills
Financial Analysis, Microsoft Office, Customer Service, Business Analysis, Strategic Planning, Tax Preparation, QuickBooks, Business Strategy, Accounting, Tax, Financial Services, Income Tax
Education
St. Edward's University 2011 — 2013
MACT, Accounting
St. Edward's University 2009 — 2011
BBA, Accounting, 3.79
Josh Cross's Maxwell Locke & Ritter LLP Experience January 2009 - Present
Job IT Associate at Maxwell Locke & Ritter LLP
Industry Information Technology and Services
Experience
Maxwell Locke & Ritter LLP January 2009 - Present
Air Wisconsin Airlines July 2004 - October 2008
Texas State University January 1999 - May 2003
Education
Texas State University 1999 — 2003
Bachelors of Business Administration, Computer Information Systems
Maxwell Locke & Ritter LLP January 2009 - Present
Air Wisconsin Airlines July 2004 - October 2008
Texas State University January 1999 - May 2003
Education
Texas State University 1999 — 2003
Bachelors of Business Administration, Computer Information Systems
Frank Jackman's Maxwell Locke & Ritter LLP Experience 2006 - 2006
Job Owner at DatabasicsUSA
Industry Consumer Services
Experience
DatabasicsUSA October 2000 - Present
Maxwell Locke & Ritter LLP 2006 - 2006
State of California Department of Motor Vehicles 1981 - 1983
Skills
Storage, Microsoft Office, Microsoft Excel, Computer Hardware, Research, Microsoft Word, Hardware, Customer Service, Business Development, New Business Development, Event Management, Advertising, Team Building, Salesforce.com, Social Media Marketing, Public Speaking, Account Management, Contract Negotiation, Event Planning, Public Relations
Education
University of Oregon 1998 — 2000
Information Technology
Long Beach City College 1975 — 1975
General
Wilson High School 1975 — 1975
DatabasicsUSA October 2000 - Present
Maxwell Locke & Ritter LLP 2006 - 2006
State of California Department of Motor Vehicles 1981 - 1983
Skills
Storage, Microsoft Office, Microsoft Excel, Computer Hardware, Research, Microsoft Word, Hardware, Customer Service, Business Development, New Business Development, Event Management, Advertising, Team Building, Salesforce.com, Social Media Marketing, Public Speaking, Account Management, Contract Negotiation, Event Planning, Public Relations
Education
University of Oregon 1998 — 2000
Information Technology
Long Beach City College 1975 — 1975
General
Wilson High School 1975 — 1975
Rebecca Fieler's Maxwell Locke & Ritter LLP Experience February 2006 - April 2006
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY LLP January 2007 - December 2014
Maxwell Locke & Ritter LLP February 2006 - April 2006
Skills
CPA, Tax Research, Corporate Tax, Tax, Partnership Taxation, Tax Returns, S Corporations, Tax Preparation, Tax Accounting, Income Tax, ProSystem fx Tax, Accounting, US Tax, Tax Advisory
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
MPA, Accounting
The University of Texas at Austin 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP December 2014 - Present
UHY LLP January 2007 - December 2014
Maxwell Locke & Ritter LLP February 2006 - April 2006
Skills
CPA, Tax Research, Corporate Tax, Tax, Partnership Taxation, Tax Returns, S Corporations, Tax Preparation, Tax Accounting, Income Tax, ProSystem fx Tax, Accounting, US Tax, Tax Advisory
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
MPA, Accounting
The University of Texas at Austin 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
Fred Frey PFS/CPA's Maxwell Locke & Ritter LLP Experience August 1995 - Present
Job Partner at Maxwell Locke & Ritter LLP
Industry Financial Services
Experience
Austin Shakespeare 2012 - Present
Maxwell Locke & Ritter LLP August 1995 - Present
United States Navy November 1988 - May 1995
Education
Strome College of Business 1993 — 1995
MS, Accounting
University of Virginia 1984 — 1988
BA, History
Austin Shakespeare 2012 - Present
Maxwell Locke & Ritter LLP August 1995 - Present
United States Navy November 1988 - May 1995
Education
Strome College of Business 1993 — 1995
MS, Accounting
University of Virginia 1984 — 1988
BA, History
Douglas Terrell, CPA's Maxwell Locke & Ritter LLP Experience September 2014 - Present
Job Tax Associate at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP September 2014 - Present
Fasken Oil & Ranch, Ltd December 2012 - September 2014
Armstrong, Backus & Co., LLP May 2001 - December 2012
Skills
Tax Research, Partnership Taxation, Financial Accounting, Accounting, Financial Reporting, S Corporations, Tax Accounting, QuickBooks, Use Tax, Sales & Use Tax, Corporate Tax, Account Reconciliation, GAAP, Tax, Internal Controls, Income Tax, Assurance, CPA, General Ledger, Tax Preparation, Sarbanes-Oxley Act, US GAAP
Education
Angelo State University 1996 — 2001
MBA, Accounting
Maxwell Locke & Ritter LLP September 2014 - Present
Fasken Oil & Ranch, Ltd December 2012 - September 2014
Armstrong, Backus & Co., LLP May 2001 - December 2012
Skills
Tax Research, Partnership Taxation, Financial Accounting, Accounting, Financial Reporting, S Corporations, Tax Accounting, QuickBooks, Use Tax, Sales & Use Tax, Corporate Tax, Account Reconciliation, GAAP, Tax, Internal Controls, Income Tax, Assurance, CPA, General Ledger, Tax Preparation, Sarbanes-Oxley Act, US GAAP
Education
Angelo State University 1996 — 2001
MBA, Accounting
Punja Patel's Maxwell Locke & Ritter LLP Experience September 2012 - Present
Job Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP September 2012 - Present
International Rectifier March 2011 - September 2012
Raytheon February 2010 - August 2011
Deloitte & Touche January 2007 - February 2009
Haynes and Boone, LLP May 2006 - December 2006
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Accounting, Financial Modeling, GAAP, Internal Controls, Auditing, Sarbanes-Oxley, Financial Accounting, Variance Analysis, Cost Accounting, Corporate Finance, Due Diligence, Forecasting, CPA, Valuation, Internal Audit
Education
Southern Methodist University - Cox School of Business
Masters, Accounting
The University of Texas at Austin
BBA, Finance, Accoutning
Maxwell Locke & Ritter LLP September 2012 - Present
International Rectifier March 2011 - September 2012
Raytheon February 2010 - August 2011
Deloitte & Touche January 2007 - February 2009
Haynes and Boone, LLP May 2006 - December 2006
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Accounting, Financial Modeling, GAAP, Internal Controls, Auditing, Sarbanes-Oxley, Financial Accounting, Variance Analysis, Cost Accounting, Corporate Finance, Due Diligence, Forecasting, CPA, Valuation, Internal Audit
Education
Southern Methodist University - Cox School of Business
Masters, Accounting
The University of Texas at Austin
BBA, Finance, Accoutning
Engelina Tjokro Soesilo's Maxwell Locke & Ritter LLP Experience February 2011 - April 2011
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Martinez, Rosario & Company, LLP August 2012 - November 2014
The University of Texas at Austin McCombs School of Business - Millennium Lab January 2009 - May 2012
The University of Texas at Austin Office of Accounting February 2012 - April 2012
Maxwell Locke & Ritter LLP February 2011 - April 2011
PricewaterhouseCoopers June 2010 - August 2010
Austin Community College, Office for Students with Disabilities (OSD) January 2007 - May 2008
Skills
Accounting, Auditing, Microsoft Excel, Access, Microsoft Word, PowerPoint, Peachtree, Analysis, Project Management, Financial Reporting, CCH ProSystem fx, IDEA, Finance, Tax, CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2006 — 2008
McGladrey December 2014 - Present
Martinez, Rosario & Company, LLP August 2012 - November 2014
The University of Texas at Austin McCombs School of Business - Millennium Lab January 2009 - May 2012
The University of Texas at Austin Office of Accounting February 2012 - April 2012
Maxwell Locke & Ritter LLP February 2011 - April 2011
PricewaterhouseCoopers June 2010 - August 2010
Austin Community College, Office for Students with Disabilities (OSD) January 2007 - May 2008
Skills
Accounting, Auditing, Microsoft Excel, Access, Microsoft Word, PowerPoint, Peachtree, Analysis, Project Management, Financial Reporting, CCH ProSystem fx, IDEA, Finance, Tax, CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2006 — 2008
Sapna (Nagarsheth) Patel's Maxwell Locke & Ritter LLP Experience August 2013 - Present
Job CPA at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP August 2013 - Present
Moss Adams LLP June 2008 - June 2013
The Hanke Group, P.C.- FKA (acquired by BKD, LLP) October 2006 - April 2008
Deloitte 2004 - 2006
Skills
CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
BBA & MPA, Accounting
Maxwell Locke & Ritter LLP August 2013 - Present
Moss Adams LLP June 2008 - June 2013
The Hanke Group, P.C.- FKA (acquired by BKD, LLP) October 2006 - April 2008
Deloitte 2004 - 2006
Skills
CPA
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
BBA & MPA, Accounting
Laura Willard's Maxwell Locke & Ritter LLP Experience 2007 - 2012
Job CPA at Laura Willard, CPA
Industry Accounting
Experience
Laura Willard, CPA 2013 - Present
Maxwell Locke & Ritter LLP 2007 - 2012
Cooper Graci & Co. 2005 - 2007
Skills
CPA, Corporate Tax, Tax, Tax Preparation, Tax Research, Partnership Taxation, Accounting, Income Tax
Education
Furman University
Bachelor of Arts (B.A.), Accounting
The University of Texas at Austin
Master of Professional Accounting, Taxation
Laura Willard, CPA 2013 - Present
Maxwell Locke & Ritter LLP 2007 - 2012
Cooper Graci & Co. 2005 - 2007
Skills
CPA, Corporate Tax, Tax, Tax Preparation, Tax Research, Partnership Taxation, Accounting, Income Tax
Education
Furman University
Bachelor of Arts (B.A.), Accounting
The University of Texas at Austin
Master of Professional Accounting, Taxation
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY