Swenson Advisors, LLP

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Swenson Advisors, LLP Employees

Employee
Years
Job
Industry
Jeff Trapp Jeff Trapp Temecula, California Details
Jeff Trapp's Swenson Advisors, LLP Experience January 2012 - April 2014
Job Senior Accountant at Capata & Co.
Industry Accounting
Experience
Capata & Co.   August 2014 - Present
Swenson Advisors, LLP   January 2012 - April 2014
Garrett & Heaton, LLP   June 2007 - January 2012
Hertz Local Edition  2005 - 2007

Skills
Accounting, Tax, Microsoft Excel, Payroll, IRS Enrolled Agent, IRS problem resolution, Financial Accounting, Corporate Tax, QuickBooks, Partnership Taxation, Small Business, Tax Preparation, Nonprofits, Tax Accounting, Tax Returns, Real Estate, Income Tax, Tax Audit Representation, State Tax Planning, Franchise Tax, Pass-through Entities, Individual Returns, Trust Taxation, Personal Tax Planning, Gift Tax, Contract Negotiation, SEC filings, C-Corp, GAAP

Education
Brigham Young University   2002 — 2005
Psychology

Bethany (Friesen) Hoy Bethany (Friesen) Hoy San Diego, California Details
Bethany (Friesen) Hoy's Swenson Advisors, LLP Experience January 2006 - May 2010
Job Accounting Supervisor at Dexcom
Industry Medical Devices
Experience
Dexcom  May 2010 - Present
Swenson Advisors, LLP   January 2006 - May 2010

Education
Point Loma Nazarene University   2001 — 2005
Bachelor of Arts (B.A.), Accounting

Natalia Kutova, Jr. Natalia Kutova, Jr. Greater San Diego Area Details
Natalia Kutova, Jr.'s Swenson Advisors, LLP Experience October 2010 - June 2014
Job Support Representative at Halo Business Intelligence (Halo BI)
Industry International Trade and Development
Experience
Halo Business Intelligence (Halo BI)   October 2014 - Present
Swenson Advisors, LLP   October 2010 - June 2014
World Trade Center San Diego  April 2010 - October 2010
ING  March 2008 - February 2009
OJS Company "Universal Bank"   June 2007 - March 2008
Inernational Mortgage Bank, member of IMB group   December 2005 - June 2007

Skills
Accounting, Credit, Financial Reporting, Financial Analysis, Financial Accounting, Banking, Finance, Management, Auditing, Customer Service, Retail Banking, Microsoft Excel, Data Analysis, GAAP, Microsoft Office, Photoshop, Visual Basic, SAP, Microsoft Access, Weka, Statistical Data..., R programming, SQL, Statistics, Microsoft SQL Server, Analysis, ERD, OLAP, Tableau, Business Intelligence, SAS visual analytics, Access, Databases

Education
San Diego State University-California State University   2013 — 2015
Master of Science in Information Systems, Data mining

University of California, San Diego   2014 — 2014
Certificate, Data Mining

Southern States University   2010 — 2011
MBA, Business and Management

Kyiv National Linguistics University   2001 — 2006
Master's of Art

Carla Sanchez-Burruel Carla Sanchez-Burruel Greater San Diego Area Details
Carla Sanchez-Burruel's Swenson Advisors, LLP Experience January 2012 - Present
Job Firm Administrator at Swenson Advisors, LLP
Industry Accounting
Experience
Swenson Advisors, LLP   January 2012 - Present
Swenson Advisors, LLP   February 2006 - January 2012
Genoptix, Inc.   2004 - 2006
Synteract, Inc.   1999 - 2004
Animal Environments   1996 - 1998

Skills
Strategic Planning, Budgets, Forecasting, Accounting, Project Management, Cross-functional Team..., Business Strategy, Social Media, Marketing, Market Research, Marketing Strategy, Business Development, Team Building, Strategy, Sales, Business Planning, Management Consulting, Leadership

Education
California State University-San Marcos - College of Business Administration   2004 — 2006
Bachelors of Science, Business Administration

Peter Murray, CPA Peter Murray, CPA Murrieta, California Details
Peter Murray, CPA's Swenson Advisors, LLP Experience November 2010 - April 2011
Job CPA at Gendron and Henriksen
Industry Accounting
Experience
Gendron and Henriksen   December 2014 - Present
Grimard & Associates   December 2013 - May 2014
Rogers, Anderson, Malody and Scott, LLP   August 2011 - October 2013
Swenson Advisors, LLP   November 2010 - April 2011
Kuebler & Associates, CPAs   December 2000 - October 2010
Demerjian Associates   November 1998 - August 2000
Genske, Mulder & Co.   July 1998 - October 1998
Corbin & Wertz  December 1996 - May 1998

Skills
Accounting, Tax, Tax Returns, Financial Statements, Customer Service, CPA, General Ledger, Auditing, Bookkeeping, S Corporations, Bank Reconciliation, GAAP, Tax Preparation, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Projections, ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, Lacerte, Microsoft Office, Financial Accounting, Personal Tax Planning, Corporate Tax Planning, Tax Compliance, Income Tax, Financial Reporting, US GAAP

Education
California State University-San Bernardino - College of Business and Public Administration   1993 — 1996
M.B.A., Accounting

California State University-Long Beach - College of Business Administration   1983 — 1987
B.S., Finance and MIS

Jeff Hughes, CPA Jeff Hughes, CPA San Diego, California Details
Jeff Hughes, CPA's Swenson Advisors, LLP Experience January 2008 - August 2010
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey  August 2011 - Present
Leaf & Cole, LLP   August 2010 - August 2011
Swenson Advisors, LLP   January 2008 - August 2010
Lavine, Lofgren, Morris & Engelberg, LLP   January 2006 - December 2007

Skills
Tax, Individual Taxation, Tax Compliance, Income Tax, Consolidated..., Multi-state Taxation, International Taxation, Budgets, Forecasting, Financial Accounting, International Tax, CPA, Accounting, Multi-State Sales Tax, Tax Research, Tax Returns, Partnership Taxation, GAAP, Tax Accounting, Corporate Tax, Tax Preparation, US GAAP, S Corporations, US Tax

Education
National University   2004 — 2006
Bachelor of Science (B.S.), Accountancy

Richard Mangus Richard Mangus Greater Los Angeles Area Details
Richard Mangus's Swenson Advisors, LLP Experience January 2007 - October 2007
Job Tax Accountant, AMS Tax Service, Inc.
Industry Accounting
Experience
AMS Tax Service, Inc.   October 2007 - Present
Swenson Advisors, LLP   January 2007 - October 2007
RSM McGladrey  January 2005 - January 2007

Skills
Partnership Taxation, Accounting, Corporate Tax, QuickBooks, Tax Research, Business Entity..., Individual Taxation, International Tax, S Corporations, CPA, Bookkeeping, Sales Tax, High Net Worth..., Income Tax, Tax Advisory, Payroll Taxes, US Tax, Tax Accounting, IRS, ProSystem fx Tax

Education
San Diego State University-California State University   2006 — 2008
Masters, Taxation

Point Loma Nazarene University   2002 — 2005
Bachelors, Accounting, Business Administration

Shuhua Shirley Zhao Shuhua Shirley Zhao San Diego, California Details
Shuhua Shirley Zhao's Swenson Advisors, LLP Experience August 2014 - Present
Job Tax and Audit Associate at Swenson Advisors, LLP
Industry Accounting
Experience
Swenson Advisors, LLP   August 2014 - Present
City of San Diego, Office of the City Comptroller   September 2013 - July 2014
T.W. Sobal & Associates, Corp   February 2014 - April 2014
World Trade Center San Diego  December 2013 - March 2014
Solana Energy  September 2013 - March 2014
University of San Diego  January 2013 - December 2013
China Construction Bank  December 2010 - December 2010
Ohio University Nelson Commons   April 2009 - March 2010
Road Bureau of Communication Department of Shandong Province   July 2008 - October 2008

Skills
PowerPoint, Word, Excel, Microsoft Office, Accounting, Visio, Access, Customer Service, Public Speaking, Problem Solving, Photoshop, Time Management, SQL, Outlook, Research, Social Media, Data Analysis, Budgeting, Inventory Management, Writing, Social Networking, Visual Basic, Promotions, HTML, Strategic Planning, Windows, Team Building, Financial Reporting, C#, Financial Analysis, Fundraising, Teamwork, Analysis, Facebook, Auditing, Team Leadership, Blogging, Event Planning, Event Management, Public Relations, Microsoft Word, Critical Thinking, Higher Education, Microsoft Excel

Education
University of San Diego   2013 — 2014
Master's Degree, Taxation

University of San Diego   2012 — 2013
Master's Degree, Accountancy

Ohio University   2009 — 2012
BA, Accounting, Management Info System

Shandong Economic University   2005 — 2008
Associate Degree, Business Administration

Northern Melbourn Institute of TAFE   2006 — 2007
Sino-Australia Program, Business Management

Marion Adams Marion Adams Murrieta, California Details
Marion Adams's Swenson Advisors, LLP Experience July 2013 - Present
Job Senior Audit Manager at Swenson Advisors, LLP
Industry Accounting
Experience
Swenson Advisors, LLP   July 2013 - Present
Swenson Advisors, LLP   January 2012 - June 2013
Swenson Advisors, LLP   November 2008 - December 2011
Price Waterhouse, LLP  1988 - 1994

Skills
Accounting, Financial Reporting, Auditing, CPA, Financial Accounting, GAAP, Tax, Tax Preparation, SEC filings, US GAAP, Corporate Tax, Sarbanes-Oxley, Financial Analysis, Internal Audit, Internal Controls

Education
University of San Diego
Bachelor of Business Administration (BBA), Accounting

Candace Stevens Candace Stevens Greater New York City Area Details
Candace Stevens's Swenson Advisors, LLP Experience September 2007 - October 2011
Job Experienced Tax and Accounting Professional
Industry Accounting
Experience
Vanacore, DeBenedictus, DiGovanni & Weddell   July 2012 - November 2012
Jackson Hewitt  January 2012 - April 2012
Swenson Advisors, LLP   September 2007 - October 2011
VITA Program at California State University, Northridge   June 2005 - June 2006

Skills
Accounting, Tax, Tax Preparation, Income Tax, Corporate Tax, Financial Accounting, GAAP, Bookkeeping, Tax Accounting, Tax Research

Education
California State University-Northridge   2002 — 2007
Bachelor of Science, Accountancy

Jim Pergande Jim Pergande Greater San Diego Area Details
Jim Pergande's Swenson Advisors, LLP Experience 2005 - May 2009
Job Corporate Controller at Inabata America Corp.
Industry Accounting
Experience
Inabata America Corp.  May 2009 - May 2013
Swenson Advisors LLP  2005 - May 2009
CBIZ  2003 - 2005
MHM  2003 - 2005
LCMS  2001 - 2003

Education
University of Missouri-Columbia, College of Business   1995 — 2000
Master of Accountancy (MAcc), Accounting

Ted LaSalvia Ted LaSalvia San Diego, California Details
Ted LaSalvia's Swenson Advisors, LLP Experience December 2012 - March 2013
Job Financial Controller at SDCERS
Industry Accounting
Experience
SDCERS   March 2013 - Present
Institute of Internal Auditors (IIA) - San Diego Chapter   June 2012 - May 2014
Swenson Advisors, LLP   December 2012 - March 2013
Gen-Probe Incorporated  November 2011 - November 2012
Institute of Internal Auditors (IIA) - San Diego Chapter   2011 - June 2012
DJO  February 2004 - September 2011
DJ Orthopedics  2004 - September 2011
Swenson Advisors LLP  2001 - 2004

Skills
Internal Audit, Auditing, SEC filings, Internal Controls, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Enterprise Risk..., Finance, IT Audit, US GAAP, Financial Analysis, Financial Reporting, Accounting, Business Process..., Forensic Accounting, GAAP, M&A experience, New Venture Development, ERP Implementations, US GAAP reporting, Mergers, SEC Filings

Education
University of Phoenix   2000 — 2002
MBA, Technology Management

San Diego State University-California State University
BS - Business Administration, Accounting

Pete Palmer Pete Palmer Greater Los Angeles Area Details
Pete Palmer's Swenson Advisors, LLP Experience January 1998 - November 2012
Job Tax Principal
Industry Accounting
Experience
PKC Kuebler (fka PKC Accountancy), APC   December 2012 - Present
Rotary Club of Murrieta   February 1997 - Present
Swenson Advisors LLP  January 1998 - November 2012
Swenson Accountancy Corporation   January 1996 - December 1997
Price Waterhouse Coopers  November 1989 - August 1996

Skills
Corporate Tax, Partnership Taxation, High Net Worth..., Income Tax, Tax, CPA, Joint Ventures, LLC, IRS, Tax Returns, Tax Research, International Tax, Tax Preparation, Accounting, Tax Accounting, GAAP, QuickBooks, SEC filings, Finance, Financial Planning, US GAAP, Tax Advisory, Small Business, S Corporations, Financial Statements, Estate Planning, Sales Tax, Forensic Accounting, Tax Law, Financial Reporting, Strategic Financial..., Financial Accounting

Education
San Jose State University
Bachelor of Arts - 1988

Timothy Peet Timothy Peet Greater Los Angeles Area Details
Timothy Peet's Swenson Advisors, LLP Experience January 2001 - February 2007
Job Tax at E.G. Sanchez & Associates
Industry Construction
Experience
E.G. Sanchez & Associates   January 2012 - Present
J.F. Shea Co., Inc.   February 2007 - January 2012
Swenson Advisors, LLP   January 2001 - February 2007

Skills
GAAP, CPA, SEC filings, General Ledger, Corporate Tax, Financial Reporting, Accounting, QuickBooks, Hyperion Enterprise, Tax, Variance Analysis, Account Reconciliation, Fixed Assets

Education
University of Denver   1998 — 1999
Masters of Taxation

California State Polytechnic University-Pomona   1993 — 1998
Bachelor of Science (BS), Accounting

Keith Krzewski Keith Krzewski Temecula, California Details
Keith Krzewski's Swenson Advisors, LLP Experience November 2006 - November 2012
Job Partner at PKC Kuebler, APC
Industry Accounting
Experience
PKC Kuebler, APC   December 2012 - Present
Swenson Advisors, LLP   November 2006 - November 2012
Baker & McKenzie  July 1999 - October 2006
Directed Electronincs, Inc.   January 1992 - July 1999
Coopers & Lybrand/Nelson Parkhill BDO   September 1982 - December 1991

Skills
Auditing, Forensic Accounting, Accounting, Nonprofits, Consulting, CPA, Corporate Tax, Financial Reporting, Tax, Tax Accounting, Tax Preparation, Income Tax, SEC filings, International Tax, GAAP, Start-ups, Financial Analysis, Due Diligence, Mergers & Acquisitions

Education
Walsh College of Accountancy and Business Administration   1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Saginaw Valley State University   1978 — 1980