Schmidt Westergard & Company, PLLC
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
Schmidt Westergard & Company, PLLC February 1996 - Present
Education
Arizona State University - W. P. Carey School of Business 1990 — 1992
BA, Accouting
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
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
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
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
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
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
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
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
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
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
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
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