Schmidt Westergard & Company, PLLC

Description

Address: 77 W University Dr, Mesa, AZ 85201 Hours: Opens soon ⋅ 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (480) 834-6030Website: : Place name: : : : Category: : : Website: http://www.sw-cpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Schmidt Westergard Posting publicly on the Web Write a review Reviews Be the first to review

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Schmidt Westergard & Company, PLLC Employees

Employee
Years
Job
Industry
Trisha Thornton Trisha Thornton Phoenix, Arizona Area Details
Trisha Thornton's Schmidt Westergard & Company, PLLC Experience June 2014 - Present
Job Senior Audit Associate at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   June 2014 - Present
Accounting Temporary Staffing / ATS Search Group   January 2014 - May 2014
Henry & Horne, LLP   September 2013 - January 2014
Pasquesi Sheppard LLC  June 2012 - August 2013
Blain's Farm & Fleet   June 2011 - August 2011

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2012
Bachelor of Science in Accountancy and Bachelor of Science in Management, Accounting and International Business

Greg Clouse Greg Clouse Phoenix, Arizona Area Details
Greg Clouse's Schmidt Westergard & Company, PLLC Experience August 2008 - December 2012
Job CPA at Clouse & Company
Industry Accounting
Experience
Clouse & Company   July 2013 - Present
ProVision Wealth   December 2012 - June 2013
Schmidt Westergard & Company, PLLC   August 2008 - December 2012
United Fence Co. Inc.   2004 - 2008

Skills
CPA, Income Tax, Corporate Tax, Tax Research, Tax Returns, Tax Accounting, Tax, Tax Preparation, Partnership Taxation, Sales Tax, FIN 48, S Corporations

Education
Arizona State University

Heather Iorillo Heather Iorillo Phoenix, Arizona Area Details
Heather Iorillo's Schmidt Westergard & Company, PLLC Experience 2008 - 2011
Job Operations/Finance Executive
Industry Executive Office
Experience
Friends of Animal Care & Control   June 2014 - Present
Accelerated Consulting Group  2009 - Present
Julia Baker Confections  2012 - 2013
Vensure Employer Services  2009 - 2012
Schmidt Westergard & Company, PLLC   2008 - 2011
Arete Sleep Health  2004 - 2007
Resources Connection  2003 - 2004
IntelliCommunities  2000 - 2003
Osage Systems Group  1998 - 2000
Deloitte & Touche  1992 - 1997

Skills
Compliance, Strategic Planning, Auditing, Financial Reporting, Negotiation, Budgets, Mergers & Acquisitions, Start-ups, Leadership, Finance, Human Resources, Operations Management, Project Management, Team Management, Process Improvement, Executive Management, GAAP, Managerial Finance, Management Consulting, Training, Program Management

Education
Training Cesar's Way   2013 — 2013
The Fundamentals of Dog Behavior & Training

Institute for Leadership Fitness   2011 — 2011
The Fit Leader's Program

Predictive Index Worldwide   2006 — 2006
Predictive Index Management Workshop

University of Phoenix   2000 — 2002
MBA, Business

Bowling Green State University   1988 — 1992
BSBA, Accounting

David Hawks David Hawks Phoenix, Arizona Area Details
David Hawks's Schmidt Westergard & Company, PLLC Experience January 2012 - Present
Job Senior Tax Associate at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   January 2012 - Present
Rhodes Inv   January 2011 - January 2012
BASC Expertise   November 2010 - January 2011
Wells Fargo Bank  February 2007 - December 2010

Skills
Microsoft Office, Portuguese, Quickbooks, Accounting, Payroll, Tax, Microsoft Excel, Customer Service, PowerPoint, GAAP, Financial Statements, Tax Preparation, Financial Accounting, QuickBooks, Tax Returns, Tax Accounting, Corporate Tax, Management

Education
Arizona State University   2009 — 2011
Bachelor of Science, Accountancy

Brigham Young University   2001 — 2006
B.A., Communications

H&R Block   2011 — 2011
Income Tax Preparation Course, Tax

Tammy Braatz Tammy Braatz Phoenix, Arizona Details
Tammy Braatz's Schmidt Westergard & Company, PLLC Experience December 2012 - January 2015
Job Tax Accountant at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   December 2012 - January 2015
Contractors West, Inc.   May 2011 - December 2012
McGladrey & Pullen  January 2008 - May 2011
Weaver and Tidwell  2004 - December 2007

Skills
Accounting, Tax, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, GAAP, Partnership Taxation, Tax Research

Education
Arizona State University

Grand Canyon University

Nathan Phelps, CPA Nathan Phelps, CPA Mesa, Arizona Details
Nathan Phelps, CPA's Schmidt Westergard & Company, PLLC Experience January 2008 - March 2008
Job Senior Accountant at Insight
Industry Higher Education
Experience
Insight  July 2013 - Present
Presidential Pools & Spas  January 2013 - July 2013
Apollo Group  July 2011 - January 2013
Apollo Group  January 2009 - July 2011
Schmidt Westergard & Company, PLLC   January 2008 - March 2008
Wells Fargo  January 2006 - May 2007

Skills
Corporate Finance, Leadership, PeopleSoft, GAAP, Financial Reporting, General Ledger, Accounting, Microsoft Excel, Financial Analysis, US GAAP, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Fixed Assets

Education
Arizona State University, W. P. Carey School of Business   2006 — 2008
Bachelor of Science (B.S.), Accounting

Jamie Jarman Jamie Jarman Mesa, Arizona Details
Jamie Jarman's Schmidt Westergard & Company, PLLC Experience 2004 - 2005
Job Tax CPA at Mauldin CPAs
Industry Accounting
Experience
Mauldin CPAs   December 2014 - Present
US Foods  August 2014 - December 2014
Price Kong & Company  February 2008 - August 2014
Wallace, Plese + Dreher LLP   June 2006 - February 2008
Semple, Marchal & Cooper LLP   June 2005 - June 2006
Schmidt Westergard & Company, PLLC   2004 - 2005

Skills
CPA, Tax Returns, Accounting, Medical and Dental..., IRS Representation, Compilations, Reviews,..., QuickBooks, IRS, Payroll Taxes, Tax Accounting, Partnership Taxation, Payroll, Tax Research, Tax Preparation, Corporate Tax, S Corporations, Tax, Income Tax

Education
Grand Canyon University   2008 — 2010
Master of Business Administration (MBA), Accounting

Bethel College   2000 — 2003
Bachelor of Arts (BA), Accounting

Corey J. Kennedy, CPA Corey J. Kennedy, CPA Phoenix, Arizona Area Details
Corey J. Kennedy, CPA's Schmidt Westergard & Company, PLLC Experience 2002 - April 2013
Job Chief Financial Officer
Industry Accounting
Experience
Legacy Traditional School  April 2013 - Present
House of Refuge  2011 - Present
Schmidt Westergard & Company, PLLC   2002 - April 2013
CBIZ MHM, LLC (formerly CBIZ Miller Wagner)   2000 - 2002

Skills
Auditing, CPA, GAAP, Financial Reporting, Financial Statements, Accounting, Internal Controls, US GAAP, Financial Accounting, Financial Analysis, Assurance, Nonprofits, Tax Preparation, Finance, Income Tax, Corporate Tax, Reviews, Budgets, Non-profits, QuickBooks, Tax Research, Tax Returns, Forensic Accounting, Leadership

Education
Arizona State University
Bacholor of Science, Accountancy

Davis High School   1991 — 1993

Juliana Thompson Juliana Thompson Phoenix, Arizona Details
Juliana Thompson's Schmidt Westergard & Company, PLLC Experience June 2013 - June 2013
Job Teaching Assistant at Arizona State University
Industry Accounting
Experience
Arizona State University  August 2014 - May 2015
Alliance Bank of Arizona  January 2014 - August 2014
Clifton Larson Allen  June 2014 - July 2014
Arizona State University  June 2012 - January 2014
McGladrey  July 2013 - July 2013
Schmidt Westergard & Company, PLLC   June 2013 - June 2013
CBIZ MHM, LLC  May 2013 - May 2013

Skills
Customer Service, Administrative..., Loans, Mortgage Lending, Mortgage Banking, Social Skills, Calendaring, Microsoft Office, Executive Support, Business Correspondence, Calendars, PowerPoint, Residential Mortgages, Switchboard Operator, Management, Microsoft Excel, Business Writing, Accounting

Education
Arizona State University, W. P. Carey School of Business   2014 — 2015
Master's Degree, Accountancy

Arizona State University   2012 — 2014
Bachelor's Degree, Accounting and Business/Management, 3.68 GPA

Trisha Bloom Trisha Bloom Phoenix, Arizona Area Details
Trisha Bloom's Schmidt Westergard & Company, PLLC Experience April 2013 - December 2013
Job Executive Assistant at USA BMX
Industry Sports
Experience
American Bicycle Association   March 2014 - Present
MetroPCS  December 2013 - March 2014
Schmidt Westergard & Company, PLLC   April 2013 - December 2013
T-Mobile  April 2011 - March 2013
T-Mobile Towers  May 2010 - April 2011
T-Mobile  February 2008 - June 2009
Eschelon Telecom  2005 - 2007
Mountain Telecommunications   September 2004 - September 2005

Skills
Customer Experience, Customer Satisfaction, Telecommunications, Customer Service, Sales, Wireless, Account Management, Team Leadership, Teamwork, Training, Outlook, Management, VoIP, Marketing, Database Administration, Project Management, Software Documentation, Microsoft Office, Access, Customer Retention, Leadership, Time Management, Human Resources, Program Management, Salesforce.com, Cross-functional Team..., Analysis, Troubleshooting, Retail, Strategy, Microsoft Excel, B2B

Education
Northern Arizona University   2000 — 2004
Business Administration, Computer Information Systems

Mesa High School   1998 — 2000

Janice Weedman Janice Weedman Phoenix, Arizona Area Details
Janice Weedman's Schmidt Westergard & Company, PLLC Experience June 2011 - August 2013
Job at
Industry Insurance
Experience
State Farm  August 2013 - Present
Schmidt Westergard & Company, PLLC   June 2011 - August 2013
State Farm Insurance  August 2006 - April 2011

Skills
Microsoft Office, Customer Service

Education
National Academy of Sports Medicine   2012 — 2013
Certified Personal Trainer, Personal Training

Heartland Community College   2004 — 2006
Associate of Science (A.S.), Finance, General

Carla Rogers, CPA Carla Rogers, CPA Mesa, Arizona Details
Carla Rogers, CPA's Schmidt Westergard & Company, PLLC Experience June 2005 - June 2015
Job Tax Senior at Lohman Company, PLLC
Industry Accounting
Experience
Lohman Company, PLLC  June 2015 - Present
Schmidt Westergard & Company, PLLC   June 2005 - June 2015
Schick Design Group, LLC   August 1999 - June 2005
Acumed Medical Equipment, Inc.   January 1990 - July 1999

Skills
Tax, Income Tax, Corporate Tax, Tax Accounting, Accounting, Partnership Taxation, GAAP, Tax Research, Tax Preparation, CPA, QuickBooks, Tax Returns, Fixed Assets, Sales Tax

Education
Arizona State University   1996 — 2002
BS, Accountancy

Mesa Community College   1981 — 1982
Associates, Accounting

Tara Leipart (Morgan), CPA Tara Leipart (Morgan), CPA Phoenix, Arizona Area Details
Tara Leipart (Morgan), CPA's Schmidt Westergard & Company, PLLC Experience November 2008 - September 2012
Job Senior Income Tax Analyst at Avnet
Industry Accounting
Experience
Avnet  September 2012 - Present
Schmidt Westergard & Company, PLLC   November 2008 - September 2012
KPMG  January 2006 - October 2008
Advanced Ceramics Research  August 2003 - June 2005

Skills
Tax Research, CPA, Tax, Tax Accounting, Accounting, Income Tax, Tax Preparation, Corporate Tax

Education
Arizona State University, W. P. Carey School of Business   2005 — 2006
Masters of Tax

University of Arizona   2001 — 2005
BSBA, Accounting

Valerie Ferry, CPA Valerie Ferry, CPA Phoenix, Arizona Area Details
Valerie Ferry, CPA's Schmidt Westergard & Company, PLLC Experience July 2006 - Present
Job Senior Tax Manager at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   July 2006 - Present
CBIZ MHM, LLC  July 2005 - July 2006
ZDONEK & WOLOWICZ ACCOUNTANCY CORPORATION   April 1999 - July 2005
Wayland & Vukadinovich   1989 - 1994

Skills
Partnership Taxation, CPA, Tax Accounting, Tax Research, S Corporations, Corporate Tax, Management, Tax Advisory, Income Tax, Property Tax, International Tax, FIN 48, ProSystem fx Tax, Estate Tax Planning, Use Tax

Education
University of California, Los Angeles   1980 — 1984
BA

Josh Adams, MBA, CPA, CGMA Josh Adams, MBA, CPA, CGMA Show Low, Arizona Details
Josh Adams, MBA, CPA, CGMA's Schmidt Westergard & Company, PLLC Experience September 2008 - June 2009
Job Assistant Controller at Summit Healthcare Regional Medical Center
Industry Accounting
Experience
Northland Pioneer College  January 2015 - Present
Summit Healthcare Regional Medical Center  September 2014 - Present
Summit Healthcare  October 2012 - September 2014
Summit Healthcare  June 2009 - October 2012
Schmidt Westergard & Company, PLLC   September 2008 - June 2009
MedPro  May 2006 - September 2008
PRG-Schultz  May 2005 - May 2006
University of Phoenix  January 2004 - May 2005
J.P. Morgan   May 2002 - January 2004

Skills
Quickbooks, Financial Reporting, Financial Analysis, Budgeting, Payroll, QuickBooks, Accounting, Financial Statements, Treasury Management, Budgets, CPA, Fixed Assets, Finance, Leadership, Auditing, Balance, Accounts Payable, Analysis, Invoicing, Nonprofits, Management, Journal Entries, Microsoft Excel, GAAP, General Ledger

Education
Grand Canyon University   2006 — 2008
MBA, Accounting

University of Phoenix   2004 — 2005
Bachelors, Business Finance

Scottsdale Community College   2002 — 2003
Associates, Business

Northland Pioneer College   1998 — 1998
General

Show Low High School   1994 — 1998
Diploma, General

Adriana Nieto Adriana Nieto Phoenix, Arizona Area Details
Adriana Nieto's Schmidt Westergard & Company, PLLC Experience July 2004 - September 2005
Job Accounting Professional
Industry Accounting
Experience
Village Voice Media  December 2011 - Present
EVDI Medical Imaging  March 2011 - September 2011
AMCOR SUNCLIPSE NORTH AMERICA  May 2008 - March 2011
HONEYWELL INTERNATIONAL  August 2006 - March 2008
GHA Technologies  September 2005 - August 2006
Schmidt Westergard & Company, PLLC   July 2004 - September 2005
AMERICAN CONTRACTOR BUSINESS SERVICES, INC   July 2002 - July 2004

Skills
General Ledger, Account Reconciliation

Education
DeVry University Phoenix   1999 — 2002
BS, Accounting

Mandy Ayers, CPA Mandy Ayers, CPA Phoenix, Arizona Area Details
Mandy Ayers, CPA's Schmidt Westergard & Company, PLLC Experience January 2013 - Present
Job Senior Auditor at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   January 2013 - Present
Schmidt Westergard & Company, PLLC   January 2012 - December 2012
Schmidt Westergard & Company, PLLC   June 2010 - December 2011
MBA Association  August 2009 - May 2010
Nothern Arizona University   August 2009 - May 2010
Bed Bath & Beyond  May 2007 - August 2009

Skills
Accounting, Financial Reporting, Auditing, Budgeting, Financial Accounting, Internal Communications, Budgets, Cash Flow, GAAP, Financial Analysis, Project Planning, Due Diligence, CPA, Financial Statements, QuickBooks, Internal Controls, US GAAP

Education
Northern Arizona University-The W. A. Franke College of Business   2009 — 2010
Master of Business Administration, Accountancy

Northern Arizona University-The W. A. Franke College of Business   2005 — 2009
Bachelor in Accountancy, Business

Catalina Foothills High School   2001 — 2005
High School Diploma

Jeff Singleton Jeff Singleton Phoenix, Arizona Area Details
Jeff Singleton's Schmidt Westergard & Company, PLLC Experience 2009 - 2010
Job Member of the Board of Directors at Arizona BioIndustry Association (AZBio)
Industry Accounting
Experience
Arizona BioIndustry Association (AZBio)   July 2013 - Present
Ernst & Young  December 2012 - Present
Grant Thornton  February 2004 - December 2012
Grant Thornton LLP  2004 - 2012
Schmidt Westergard & Company, PLLC   2009 - 2010

Skills
FIN 48, Tax Research, Tax Accounting, FAS109, Corporate Tax, CPA, US Tax, Partnership Taxation, SEC filings, GAAP, Income Tax, Tax

Education
Arizona State University, W. P. Carey School of Business   1997 — 1999
Accounting, Accounting

Arizona State University
Bachelor's degree, Accounting

Mitchell Robinaugh Mitchell Robinaugh Phoenix, Arizona Area Details
Mitchell Robinaugh's Schmidt Westergard & Company, PLLC Experience July 2006 - September 2009
Job Senior Tax Manager Pyramid Financial + Tax
Industry Accounting
Experience
Pyramid Financial + Tax   August 2015 - Present
Tull, Forsberg & Olson   July 2012 - July 2015
Rural/Metro Corporation  September 2009 - July 2012
Schmidt Westergard & Company, PLLC   July 2006 - September 2009
CBIZ  2005 - 2006
Levine Hughes * Mithuen   January 2004 - May 2005
PricewaterhouseCoopers  August 2002 - December 2003

Skills
US GAAP, Tax Preparation, Tax Returns, Partnership Taxation, General Ledger, FIN 48, State Tax, Multi-state tax returns, S Corporations, US Tax, FAS109

Education
Regis University   2004 — 2009
MBA, Accounting & Finance

University of Nevada Las Vegas Lee Business School   1995 — 1998
BS, Business Administration - Accounting

John Hancock, CPA John Hancock, CPA Mesa, Arizona Details
John Hancock, CPA's Schmidt Westergard & Company, PLLC Experience June 2010 - Present
Job Audit Associate at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   June 2010 - Present
Vanguard  June 2008 - November 2008

Skills
Not For Profit, Auditing, External Audit, Engagement, CPA, GAAP, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Microsoft Excel, Microsoft Office

Education
Northern Arizona University   2009 — 2010
Accountancy

Adam Tolman Adam Tolman Phoenix, Arizona Area Details
Adam Tolman's Schmidt Westergard & Company, PLLC Experience August 2012 - December 2013
Job Owner Adam O. Tolman CPA PLLC
Industry Accounting
Experience
Adam O Tolman CPA PLLC   January 2011 - Present
Tax Solutions  January 2014 - Present
Schmidt Westergard & Company, PLLC   August 2012 - December 2013
ProVision Wealth   October 2011 - June 2012
Weech Financial PLLC   February 2006 - December 2010
Bloomfield CFO   2006 - 2008
Moss Adams LLP (fka Epstein Weber Conover PLLC)   2005 - 2006
Deloitte Tax, LLP  May 2002 - February 2005
Arthur Andersen, LLP  January 2000 - May 2002
W. P. Carey School of Business, Arizona State University   2000 - 2001

Skills
Tax Compliance, Tax Consulting, Finance, Tax Preparation, Tax Advisory, Corporate Tax, Small Business, Accounting, Tax, Tax Accounting, Tax Research, Bookkeeping, GAAP, Income Tax

Education
Arizona State University, W. P. Carey School of Business   2000 — 2001
Masters of Taxation

Arizona State University   1997 — 1999
Bachelors, Accountancy

Safford High School

Elizabeth (Liz) Boyd, CPA Elizabeth (Liz) Boyd, CPA San Diego, California Details
Elizabeth (Liz) Boyd, CPA's Schmidt Westergard & Company, PLLC Experience January 2011 - November 2013
Job Senior Associate at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants  December 2013 - Present
Schmidt Westergard & Company, PLLC   January 2011 - November 2013
McGladrey  August 2006 - January 2011
Valentine & Bond, Ltd.   November 2005 - July 2006
Valentine & Bond, Ltd.   May 2001 - October 2005
Valentine & Bond, Ltd.   June 1997 - April 2001

Skills
Tax, Tax Research, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Returns, S Corporations, QuickBooks, Fixed Assets, Tax Advisory, US Tax

Education
University of Phoenix   2003 — 2005
Bachelor of Science, Accounting

Christopher A. Jones Christopher A. Jones Mesa, Arizona Details
Christopher A. Jones's Schmidt Westergard & Company, PLLC Experience July 2005 - Present
Job Senior Audit Manager at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   July 2005 - Present
Regier Carr & Monroe LLP  2003 - 2005

Skills
Accounting, Auditing, GAAP, Internal Controls, Financial Reporting, Financial Accounting, Assurance, US GAAP, Mergers & Acquisitions, Audit, Mergers, External Audit, Business Analysis, Consulting, Nonprofits, CPA, Financial Analysis

Education
Northern Arizona University   2000 — 2003
B.S., Accountancy

Jeff Bither Jeff Bither Mesa, Arizona Details
Jeff Bither's Schmidt Westergard & Company, PLLC Experience July 2004 - Present
Job Partner, Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   July 2004 - Present
Sleasman & Bither, PC   August 1995 - July 2004
Schultz & Crouse PC, CPAs   November 1993 - August 1995
Brown/Armstrong & Company, PC   November 1989 - November 1993
KPMG  November 1985 - November 1989

Skills
Corporate Tax, CPA, Tax Research, Tax, Partnership Taxation, Income Tax, GAAP, US GAAP, Tax Accounting, FIN 48, Financial Planners, Tax Preparation, Tax Returns, S Corporations, SEC filings, Sales Tax, Tax Advisory, Assurance, Financial Reporting, Accounting

Education
Portland State University   1979 — 1983
B.S., Accounting

LaMista Pawleska LaMista Pawleska Phoenix, Arizona Area Details
LaMista Pawleska's Schmidt Westergard & Company, PLLC Experience April 2007 - January 2009
Job Phlebotomist at Sonora Quest Laboratories
Industry Financial Services
Experience
Sonora Quest Laboratories  January 2009 - Present
Schmidt Westergard & Company, PLLC   April 2007 - January 2009
Scottsdale Healthcare  April 2006 - March 2007
Axia College  September 2005 - April 2006
friendship village  March 2006 - March 2006

Education
Pima Community College   2008 — 2009
PDT, Certified Phlebotomist

Pima Community College   2006 — 2006
CNA, Certified CNA

Greg Obolewicz Greg Obolewicz Phoenix, Arizona Area Details
Greg Obolewicz's Schmidt Westergard & Company, PLLC Experience February 1996 - Present
Job Principal at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   February 1996 - Present

Education
Arizona State University - W. P. Carey School of Business   1990 — 1992
BA, Accouting

Chad Graves Chad Graves Phoenix, Arizona Area Details
Chad Graves's Schmidt Westergard & Company, PLLC Experience January 2014 - Present
Job Senior Tax Associate at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   January 2014 - Present
Holthouse Carlin & Van Trigt LLP  January 2011 - December 2013
Wells Fargo Bank  October 2006 - January 2011
Optima Information Solutions   October 2003 - August 2006
Captain's Family Theaters   January 1999 - February 2001

Skills
Tax, Accounting, QuickBooks, Tax Preparation, Finance, Payroll, Budgets, GAAP, Tax Research, Income Tax, CPA, Microsoft Excel, Accounts Payable, Cash Management, Account Reconciliation, Corporate Tax

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2008 — 2010
Business Administration

Erica Guinn Erica Guinn Phoenix, Arizona Area Details
Erica Guinn's Schmidt Westergard & Company, PLLC Experience September 2005 - June 2011
Job full time mom, wife and student
Industry Human Resources
Experience
SWIHA   2012 - Present
Vensure Employer Services, Inc.   July 2011 - July 2012
Schmidt Westergard & Company, PLLC   September 2005 - June 2011

Education
Arizona State University   1992 — 1997
BS, Speech and Hearing Science

Greg Obolewicz Greg Obolewicz Phoenix, Arizona Area Details
Greg Obolewicz's Schmidt Westergard & Company, PLLC Experience February 1996 - Present
Job Principal Audit at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   February 1996 - Present

Skills
Auditing, Financial Audits, Accounting, Financial Accounting, Audits of Employee...

Education
Arizona State University, W. P. Carey School of Business   1989 — 1992
Bachelor's degree, Accounting

Scott M. Willis, CPA Scott M. Willis, CPA Phoenix, Arizona Area Details
Scott M. Willis, CPA's Schmidt Westergard & Company, PLLC Experience 2008 - 2009
Job Partner at Henderson Willis Jorgensen, PLC
Industry Accounting
Experience
Henderson Willis Jorgensen, PLC   December 2012 - Present
Pearce Gray & Co., PLC   November 2010 - December 2012
Grant Thornton  2009 - 2010
Schmidt Westergard & Company, PLLC   2008 - 2009

Skills
CPA, QuickBooks, Tax, Tax Advisory, Tax Research, Accounting, Income Tax, Small Business, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Returns, Tax Preparation, S Corporations, Payroll, US Tax, Sales Tax

Education
Arizona State University   1996 — 2001
Masters of Science, Taxation

Carol Decker Carol Decker Phoenix, Arizona Area Details
Carol Decker's Schmidt Westergard & Company, PLLC Experience July 1998 - July 2008
Job Operation Services Manager at KPMG
Industry Accounting
Experience
KPMG  July 2008 - Present
Schmidt Westergard & Company, PLLC   July 1998 - July 2008

Skills
Payroll, Team Building

Education
Pace University-New York
Bachelor's degree, Business Education

Jeanne Norton Jeanne Norton Tempe, Arizona Details
Jeanne Norton's Schmidt Westergard & Company, PLLC Experience September 2011 - December 2012
Job Tax Manager at ProVision Wealth
Industry Accounting
Experience
ProVision Wealth   January 2013 - Present
Schmidt Westergard & Company, PLLC   September 2011 - December 2012
Deloitte Tax LLP  June 2000 - September 2011

Skills
Tax

Education
Arizona State University, W. P. Carey School of Business   1999 — 2000
Master of Taxation

Arizona State University - W. P. Carey School of Business   1996 — 1999
Bachelor of Science in Accounting & Finance, Tax and accounting

Caitlyn Appel Caitlyn Appel Phoenix, Arizona Area Details
Caitlyn Appel's Schmidt Westergard & Company, PLLC Experience January 2011 - September 2012
Job Administrative Assistant at R&K Building Supplies
Industry Accounting
Experience
R&K Building Supplies  February 2013 - Present
Schmidt Westergard & Company, PLLC   January 2011 - September 2012

Skills
Customer Service, Budgets, Microsoft Excel

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011
Management, Business

Leisa Thompson, CPA Leisa Thompson, CPA Phoenix, Arizona Area Details
Leisa Thompson, CPA's Schmidt Westergard & Company, PLLC Experience September 2007 - March 2013
Job Accountant at The Alt Key A Professional Accountancy Group
Industry Accounting
Experience
The Alt Key - A Professional Accountancy Group   March 2013 - Present
Schmidt Westergard & Company, PLLC   September 2007 - March 2013
Hurricane RV Park, Inc.   May 2003 - March 2005
Direct Alliance  February 2000 - May 2003
MarineMax  August 1999 - October 1999
Bashas'  August 1998 - January 1999
Bashas'  September 1996 - August 1998

Skills
Certified Public..., QuickBooks Pro Advisor, Accounting, Financial Reporting, Tax Accounting, Tax, Corporate Tax, Income Tax, Payroll, Financial Analysis, Tax Research, Strategic Financial..., Tax Preparation, GAAP, Sales Tax, US GAAP

Education
Arizona State University
Bachelor of Science, Marketing

Arizona State University West
Postbac in Accountancy, Accounting

Arlene Turley Arlene Turley Mesa, Arizona Details
Arlene Turley's Schmidt Westergard & Company, PLLC Experience January 2006 - Present
Job Audit Senior at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   January 2006 - Present
TSYS Acquiring Solutions (Formerly Vital Processing Services)   August 2004 - January 2006
eFunds  June 2003 - August 2004

Skills
Financial Audits, Nonprofits, External Audit

Education
Villanova University   2008 — 2009
Master of Accounting and Professional Consultancy

Northern Arizona University, College of Business Administration   1997 — 2001
Bachelor of Science in Accountancy

Jennifer Greening, CPA Jennifer Greening, CPA Phoenix, Arizona Area Details
Jennifer Greening, CPA's Schmidt Westergard & Company, PLLC Experience August 2007 - Present
Job Senior Auditor at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC   August 2007 - Present
Cronstrom, Osuch & Company   May 2004 - September 2007

Education
Arizona State University   1999 — 2004
Bachelor of Arts (B.A.), Accounting

Liz Callaway Liz Callaway Scottsdale, Arizona Details
Liz Callaway's Schmidt Westergard & Company, PLLC Experience July 1995 - June 2009
Job Controller at ASBS
Industry Accounting
Experience
Elizabeth Callaway, CPA, CMA   September 2010 - Present
ASBS   August 2009 - Present
Schmidt Westergard & Company, PLLC   July 1995 - June 2009

Skills
CPA, Accounting, QuickBooks ProAdvisor, Business Strategy, Business Analysis, Corporate Tax, Payroll Taxes, Payroll Services, Sales & Use Tax, Medical Billing, Property Management

Education
Radford University - College of Business and Economics   1993 — 1995
Bachelor of Science (BS), Accounting

Virginia Tech   1976 — 1979
Bachelor of Science (BS), Animal Sciences

Gerry Henderson Gerry Henderson Mesa, Arizona Details
Gerry Henderson's Schmidt Westergard & Company, PLLC Experience 2003 - 2011
Job Partner at Henderson Willis Jorgensen PLC
Industry Accounting
Experience
Henderson Willis Jorgensen, PLC   November 2012 - Present
Schmidt Westergard & Company, PLLC   2003 - 2011

Skills
Tax, Income Tax, Corporate Tax, CPA, Tax Accounting, Business Planning, S Corporations, Tax Research, Partnership Taxation, Sales Tax, Tax Returns, Tax Preparation, FIN 48, Tax Advisory, GAAP, Small Business, Financial Reporting

Education
Brigham Young University
Bachelor of Science (BS), Accounting