Squar, Milner, Peterson, Miranda & Williamson, LLP
Industry: Company
DescriptionHeadquarters: Newport Beach, CA Founded: 1983 Subsidiaries: Squar Milner Financial Services, LLC, Solomon Winnett Rosenfield
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Squar, Milner, Peterson, Miranda & Williamson, LLP Employees
Employee
Years
Job
Industry
Jeff Miller, CPA, CRMA, CGEIT, CFSA, CPEA Jeff Miller, CPA, CRMA, CGEIT, CFSA, CPEA's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience 2007 - 2009
Job Chief Audit Executive (CAE)
Industry Accounting
Experience
root9B Technologies 2013 - Present
Port of San Diego January 2012 - Present
The Institute of Internal Auditors September 2011 - Present
MC Solutions LLC February 2009 - Present
Accelrys 2011 - 2013
The Institute of Internal Auditors June 2010 - May 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP 2007 - 2009
The Institute of Internal Auditors 2003 - 2008
The Institute of Internal Auditors 2005 - 2007
Jefferson Wells International, Inc. 2003 - 2007
Skills
Internal Audit, SOX, Enterprise Risk..., Auditing, Fraud Investigations, Forensic Accounting, External Audit, Audit Committee, Internal Controls, COSO, GAAP, Compliance Audits, SEC reporting, IT Audit, Assurance, Compliance, Due Diligence, Risk Management, Corporate Governance, Accounting, Financial Reporting, Risk Assessment, Compliance Management, Financial Analysis, Operational Risk..., Governance, COBIT, Security, Construction Audit, Quality Assurance..., Sarbanes-Oxley Act, Quality Auditing, SEC filings, Fraud, Sarbanes-Oxley, Business Process..., Finance, Executive Management, SAS70, CPA, Strategy, Information Technology, Financial Accounting, Quality Assurance, Financial Audits, Start-ups, Financial Services, Leadership, SSAE 16
Education
University of California, Santa Barbara 1986 — 1989
BS, Economics, Accounting
University of California, Berkeley 1985 — 1986
Pre-Med
University of California, Irvine
Certification in Environmental Auditing
Glendora High School
Valedictorian
root9B Technologies 2013 - Present
Port of San Diego January 2012 - Present
The Institute of Internal Auditors September 2011 - Present
MC Solutions LLC February 2009 - Present
Accelrys 2011 - 2013
The Institute of Internal Auditors June 2010 - May 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP 2007 - 2009
The Institute of Internal Auditors 2003 - 2008
The Institute of Internal Auditors 2005 - 2007
Jefferson Wells International, Inc. 2003 - 2007
Skills
Internal Audit, SOX, Enterprise Risk..., Auditing, Fraud Investigations, Forensic Accounting, External Audit, Audit Committee, Internal Controls, COSO, GAAP, Compliance Audits, SEC reporting, IT Audit, Assurance, Compliance, Due Diligence, Risk Management, Corporate Governance, Accounting, Financial Reporting, Risk Assessment, Compliance Management, Financial Analysis, Operational Risk..., Governance, COBIT, Security, Construction Audit, Quality Assurance..., Sarbanes-Oxley Act, Quality Auditing, SEC filings, Fraud, Sarbanes-Oxley, Business Process..., Finance, Executive Management, SAS70, CPA, Strategy, Information Technology, Financial Accounting, Quality Assurance, Financial Audits, Start-ups, Financial Services, Leadership, SSAE 16
Education
University of California, Santa Barbara 1986 — 1989
BS, Economics, Accounting
University of California, Berkeley 1985 — 1986
Pre-Med
University of California, Irvine
Certification in Environmental Auditing
Glendora High School
Valedictorian
Kirk Hamblin's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience January 2011 - April 2011
Job Senior Accountant at LSL CPAs
Industry Accounting
Experience
Lance, Soll & Lunghard, LLP August 2011 - Present
SingerLewak LLP July 2014 - July 2015
Los Serranos Country Club May 2005 - July 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP January 2011 - April 2011
New Directions for Youth July 2008 - December 2008
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Internal Controls, Account Reconciliation, General Ledger, Accounts Payable, Auditing
Education
University of La Verne 2008 — 2010
Bachelors of Science, Accounting
Arizona State University 2006 — 2008
Computer Applications and Info Technology; Elementary Spanish
CHHS
Lance, Soll & Lunghard, LLP August 2011 - Present
SingerLewak LLP July 2014 - July 2015
Los Serranos Country Club May 2005 - July 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP January 2011 - April 2011
New Directions for Youth July 2008 - December 2008
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Internal Controls, Account Reconciliation, General Ledger, Accounts Payable, Auditing
Education
University of La Verne 2008 — 2010
Bachelors of Science, Accounting
Arizona State University 2006 — 2008
Computer Applications and Info Technology; Elementary Spanish
CHHS
Joseph Zanfini Joseph Zanfini's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience May 2010 - July 2010
Job Tax Consultant at Deloitte
Industry Legal Services
Experience
Deloitte September 2013 - Present
University of San Diego School of Law August 2010 - May 2013
Jack in the Box June 2012 - November 2012
Squar, Milner, Peterson, Miranda & Williamson, LLP May 2010 - July 2010
Research Affiliates June 2009 - July 2009
KPMG Audit September 2008 - June 2009
Skills
US GAAP, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, QuickBooks, Financial Accounting, Corporate Tax, Due Diligence, Corporate Finance, Analysis, PowerPoint, Microsoft Excel, Financial Statements, Sarbanes-Oxley Act, Legal Research, Lexis, Westlaw, Corporate Law, Mergers & Acquisitions, Finance, Tax Law, Legal Writing, Research
Education
University of San Diego School of Law 2010 — 2013
Doctor of Law (JD), Second Year
Santa Clara University 2004 — 2008
Bachelor of Science (BS), Accounting
Deloitte September 2013 - Present
University of San Diego School of Law August 2010 - May 2013
Jack in the Box June 2012 - November 2012
Squar, Milner, Peterson, Miranda & Williamson, LLP May 2010 - July 2010
Research Affiliates June 2009 - July 2009
KPMG Audit September 2008 - June 2009
Skills
US GAAP, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, QuickBooks, Financial Accounting, Corporate Tax, Due Diligence, Corporate Finance, Analysis, PowerPoint, Microsoft Excel, Financial Statements, Sarbanes-Oxley Act, Legal Research, Lexis, Westlaw, Corporate Law, Mergers & Acquisitions, Finance, Tax Law, Legal Writing, Research
Education
University of San Diego School of Law 2010 — 2013
Doctor of Law (JD), Second Year
Santa Clara University 2004 — 2008
Bachelor of Science (BS), Accounting
Jana (Novotna) Comer, CPA Jana (Novotna) Comer, CPA's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience February 2006 - Present
Job Senior Audit Manager at Squar Milner
Industry Accounting
Experience
Squar, Milner, Peterson, Miranda & Williamson, LLP February 2006 - Present
Czech Telecom 1999 - 2001
Ministry of Foreign Affairs, Czech Republic July 1994 - February 1997
Skills
GAAP, SEC filings, Financial Reporting, Internal Controls, US GAAP, CPA, Revenue Recognition, Assurance, External Audit, Auditing, Tax Accounting, Financial Accounting, Accounting, Financial Audits, Finance, Mergers & Acquisitions, Restructuring, Valuation, Financial Statements, SEC Filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Accounting
Orange Coast College 2001 — 2003
Business Administration
Squar, Milner, Peterson, Miranda & Williamson, LLP February 2006 - Present
Czech Telecom 1999 - 2001
Ministry of Foreign Affairs, Czech Republic July 1994 - February 1997
Skills
GAAP, SEC filings, Financial Reporting, Internal Controls, US GAAP, CPA, Revenue Recognition, Assurance, External Audit, Auditing, Tax Accounting, Financial Accounting, Accounting, Financial Audits, Finance, Mergers & Acquisitions, Restructuring, Valuation, Financial Statements, SEC Filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Accounting
Orange Coast College 2001 — 2003
Business Administration
Scott C. Burack, JD, CPA, CFP's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience May 1993 - Present
Job Financial Planner with Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC September 2011 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP May 1993 - Present
Ernst & Young September 1986 - May 1989
Skills
High Net Worth..., Strategic Financial..., Income Tax, Estates and Trusts, Investments
Education
Loyola Law School, Loyola Marymount University 1989 — 1992
JD, Law
University of California, Santa Barbara 1982 — 1986
B.A., Business Economics, Accounting
Cetera Advisor Networks LLC September 2011 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP May 1993 - Present
Ernst & Young September 1986 - May 1989
Skills
High Net Worth..., Strategic Financial..., Income Tax, Estates and Trusts, Investments
Education
Loyola Law School, Loyola Marymount University 1989 — 1992
JD, Law
University of California, Santa Barbara 1982 — 1986
B.A., Business Economics, Accounting
Jia-Ling Zhao's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience November 2010 - June 2013
Job Senior Financial Analyst at Advantage Sales & Marketing
Industry Accounting
Experience
Advantage Sales & Marketing July 2015 - Present
Ingram Micro June 2013 - January 2015
Squar, Milner, Peterson, Miranda & Williamson, LLP November 2010 - June 2013
UC Irvine Student Center November 2008 - June 2010
Working Wardrobes June 2009 - September 2009
Skills
ProSystems, Caseware, Microsoft Office, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Accounting, Auditing, Account Reconciliation, Financial Audits, ProSystem fx Tax, Mergers & Acquisitions, Internal Audit, Internal Controls, SEC filings, US GAAP, Financial Statements, Tax, Sarbanes-Oxley Act
Education
University of California, Irvine 2007 — 2010
B.A., Business Economics and Accounting, Dean's Honor List
Advantage Sales & Marketing July 2015 - Present
Ingram Micro June 2013 - January 2015
Squar, Milner, Peterson, Miranda & Williamson, LLP November 2010 - June 2013
UC Irvine Student Center November 2008 - June 2010
Working Wardrobes June 2009 - September 2009
Skills
ProSystems, Caseware, Microsoft Office, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Accounting, Auditing, Account Reconciliation, Financial Audits, ProSystem fx Tax, Mergers & Acquisitions, Internal Audit, Internal Controls, SEC filings, US GAAP, Financial Statements, Tax, Sarbanes-Oxley Act
Education
University of California, Irvine 2007 — 2010
B.A., Business Economics and Accounting, Dean's Honor List
Bruce McCourtney Bruce McCourtney's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience 2005 - February 2010
Job Director Client Services at Ryan
Industry Accounting
Experience
Ryan November 2013 - Present
DuCharme, McMillen & Associates September 2010 - August 2013
FMV Opinions, Inc. February 2010 - July 2010
Squar Milner CPAs May 2005 - February 2010
Squar, Milner, Peterson, Miranda & Williamson, LLP 2005 - February 2010
Deloitte May 1999 - September 2005
Deloitte Tax LLP 1999 - 2005
Marvin F. Poer & Company May 1985 - April 1999
Los Angeles County Assessor 1974 - 1985
Skills
Mergers, Tax, Accounting, Due Diligence, Financial Analysis, Real Estate, Valuation, Leadership, Business Planning, Financial Reporting, Business Development, Management, Corporate Tax, Budgets, Sarbanes-Oxley Act, Corporate Finance, Auditing, Corporate Governance, Risk Management, Financial Modeling, Finance, Strategic Financial..., Internal Controls, Forecasting, Financial Accounting, Restructuring, Management Consulting
Education
California Western University
BA, Economics
Flintridge Preparatory School
United States International University
BA, Economics
Ryan November 2013 - Present
DuCharme, McMillen & Associates September 2010 - August 2013
FMV Opinions, Inc. February 2010 - July 2010
Squar Milner CPAs May 2005 - February 2010
Squar, Milner, Peterson, Miranda & Williamson, LLP 2005 - February 2010
Deloitte May 1999 - September 2005
Deloitte Tax LLP 1999 - 2005
Marvin F. Poer & Company May 1985 - April 1999
Los Angeles County Assessor 1974 - 1985
Skills
Mergers, Tax, Accounting, Due Diligence, Financial Analysis, Real Estate, Valuation, Leadership, Business Planning, Financial Reporting, Business Development, Management, Corporate Tax, Budgets, Sarbanes-Oxley Act, Corporate Finance, Auditing, Corporate Governance, Risk Management, Financial Modeling, Finance, Strategic Financial..., Internal Controls, Forecasting, Financial Accounting, Restructuring, Management Consulting
Education
California Western University
BA, Economics
Flintridge Preparatory School
United States International University
BA, Economics
Katherine Luchetta's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience November 2011 - April 2015
Job Senior Accountant at St. Anne School
Industry Accounting
Experience
St. Anne School April 2015 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP November 2011 - April 2015
Chapman University August 2010 - September 2011
Champagne French Bakery Cafe September 2006 - January 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Financial Analysis, GAAP, SEC filings, Microsoft Excel, US GAAP, Account Reconciliation, Microsoft Office, Financial Statements
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Accounting
University of Limerick
St. Anne School April 2015 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP November 2011 - April 2015
Chapman University August 2010 - September 2011
Champagne French Bakery Cafe September 2006 - January 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Financial Analysis, GAAP, SEC filings, Microsoft Excel, US GAAP, Account Reconciliation, Microsoft Office, Financial Statements
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Accounting
University of Limerick
Lorrie Miller's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience October 2009 - Present
Job Manager, Consulting Group
Industry Accounting
Experience
Squar Milner Peterson Miranda & Williamson, LLP October 2009 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP March 2005 - January 2010
CBIZ 2001 - 2005
Skills
Financial Reporting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Statements, Financial Accounting, Assurance, CPA, US GAAP, Tax, SEC Filings
Education
California State Polytechnic University-Pomona 1997 — 2001
Accounting
Squar Milner Peterson Miranda & Williamson, LLP October 2009 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP March 2005 - January 2010
CBIZ 2001 - 2005
Skills
Financial Reporting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Statements, Financial Accounting, Assurance, CPA, US GAAP, Tax, SEC Filings
Education
California State Polytechnic University-Pomona 1997 — 2001
Accounting
Diane Johnson, CPA's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience April 2003 - August 2011
Job Financial Planning & Analysis Manager at Pacific Life
Industry Accounting
Experience
Pacific Life August 2011 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP April 2003 - August 2011
Skills
SEC filings, Analysis, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Auditing, GAAP, Financial Accounting, US GAAP, CPA, Financial Analysis, General Ledger, Variance Analysis, Financial Statements
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Pacific Life August 2011 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP April 2003 - August 2011
Skills
SEC filings, Analysis, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Auditing, GAAP, Financial Accounting, US GAAP, CPA, Financial Analysis, General Ledger, Variance Analysis, Financial Statements
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Richard Escarcega, CPA's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience March 2001 - July 2012
Job Tax Manager at Andersen Horie & Company
Industry Health, Wellness and Fitness
Experience
Andersen Horie & Company 2014 - Present
Passages Addiction Treatment Centers June 2012 - 2014
Squar, Milner, Peterson, Miranda & Williamson, LLP March 2001 - July 2012
Romberger, Wilson & Beeson, Inc 2000 - 2001
The Salvation Army January 1996 - January 2000
Skills
GAAP, SEC filings, Corporate Tax, Financial Reporting, Internal Controls, Income Tax, Revenue Recognition, Accounting, Tax, Tax Preparation, US GAAP, FAS 5, CPA, General Ledger, Journal Entries
Education
California State University-Northridge 1984 — 1989
Bachelor of Science (B..S.), Business Administration and Management, General
Venice High School
Andersen Horie & Company 2014 - Present
Passages Addiction Treatment Centers June 2012 - 2014
Squar, Milner, Peterson, Miranda & Williamson, LLP March 2001 - July 2012
Romberger, Wilson & Beeson, Inc 2000 - 2001
The Salvation Army January 1996 - January 2000
Skills
GAAP, SEC filings, Corporate Tax, Financial Reporting, Internal Controls, Income Tax, Revenue Recognition, Accounting, Tax, Tax Preparation, US GAAP, FAS 5, CPA, General Ledger, Journal Entries
Education
California State University-Northridge 1984 — 1989
Bachelor of Science (B..S.), Business Administration and Management, General
Venice High School
Lisa Yamakawa's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience 2004 - Present
Job Manager, Tax Services at Squar Milner
Industry Accounting
Experience
Squar, Milner, Peterson, Miranda & Williamson, LLP 2004 - Present
Education
University of California, Riverside 2000 — 2004
BS, Business - Accounting
Squar, Milner, Peterson, Miranda & Williamson, LLP 2004 - Present
Education
University of California, Riverside 2000 — 2004
BS, Business - Accounting
Sandy Johnson, CPA's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience January 2008 - February 2011
Job Senior Tax Analyst
Industry Utilities
Experience
Sempra Energy December 2012 - Present
Ernst & Young November 2011 - November 2012
KPMG 2011 - November 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP January 2008 - February 2011
Dudek January 2005 - January 2008
Skills
Financial Reporting, Transfer Pricing, CPA, Tax, Accounting, SOX 404, Tax Accounting, Memos
Education
University of California, San Diego 2006 — 2007
Certificate
University of California, San Diego 1999 — 2004
Bachelors
Sempra Energy December 2012 - Present
Ernst & Young November 2011 - November 2012
KPMG 2011 - November 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP January 2008 - February 2011
Dudek January 2005 - January 2008
Skills
Financial Reporting, Transfer Pricing, CPA, Tax, Accounting, SOX 404, Tax Accounting, Memos
Education
University of California, San Diego 2006 — 2007
Certificate
University of California, San Diego 1999 — 2004
Bachelors
Jorie Song 较瑞, REALTOR, CIPS, CPA, AUCTIONEER's Squar, Milner, Peterson, Miranda & Williamson, LLP Experience 2007 - 2009
Job Colonel, Director of Global Markets SP Larner Auctions, Ltd., REALTOR SellState Exclusive Realty
Industry Real Estate
Experience
RE/MAX Advanced Realty April 2013 - Present
South Pasadena Royal Lion's Club (SPRLC) 2012 - 2013
Overseas Chinese Business Exchange (OCBE) 2012 - 2013
Californa State Board of Equalization 2009 - 2013
Squar, Milner, Peterson, Miranda & Williamson, LLP 2007 - 2009
SHIC, Inc. Asian Health Service Exchange January 1999 - September 2000
Skills
GAAP, CPA, Auditing, Financial Statements, Accounting, Sarbanes-Oxley, Internal Controls, Business Valuation, SEC filings, Bank Reconciliation, US GAAP, Revenue Recognition, Big 4, IFRS, Financial Accounting, Tax, Corporate Tax, Tax Accounting, Financial Reporting, Financial Analysis, External Audit, Real Estate, Tax Research, Strategic Financial..., Financial Audits, Variance Analysis, Mergers, Buyers, International Tax..., Trust, Referrals, Real Estate Transactions, Escrow, Home Inspections, Loans, Mortgage Lending, Auctions, Online Auctions, Property Auctions
Education
Word Word College of Auctioneering 2014 — 2014
Auctioneer and Bi-lingual Auctioneer, Auctioneering
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Accountancy
China
RE/MAX Advanced Realty April 2013 - Present
South Pasadena Royal Lion's Club (SPRLC) 2012 - 2013
Overseas Chinese Business Exchange (OCBE) 2012 - 2013
Californa State Board of Equalization 2009 - 2013
Squar, Milner, Peterson, Miranda & Williamson, LLP 2007 - 2009
SHIC, Inc. Asian Health Service Exchange January 1999 - September 2000
Skills
GAAP, CPA, Auditing, Financial Statements, Accounting, Sarbanes-Oxley, Internal Controls, Business Valuation, SEC filings, Bank Reconciliation, US GAAP, Revenue Recognition, Big 4, IFRS, Financial Accounting, Tax, Corporate Tax, Tax Accounting, Financial Reporting, Financial Analysis, External Audit, Real Estate, Tax Research, Strategic Financial..., Financial Audits, Variance Analysis, Mergers, Buyers, International Tax..., Trust, Referrals, Real Estate Transactions, Escrow, Home Inspections, Loans, Mortgage Lending, Auctions, Online Auctions, Property Auctions
Education
Word Word College of Auctioneering 2014 — 2014
Auctioneer and Bi-lingual Auctioneer, Auctioneering
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Accountancy
China
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY