TaxOps, LLC
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TaxOps, LLC Employees
Employee
Years
Job
Industry
Ramona Gross Ramona Gross's TaxOps, LLC Experience January 2011 - Present
Job Tax Senior at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC January 2011 - Present
McGladrey September 2007 - January 2011
The Mike Ferry Organization June 2000 - March 2005
Skills
CPA, Corporate Tax, Accounts Receivable, Tax Accounting, Tax, Financial Accounting, Financial Reporting, Income Tax, Tax Preparation
Education
California State University-Fullerton - College of Business and Economics 2005 — 2007
Bacherlor, Accounting
Irvine Valley College 1997 — 2000
Associates Degree, Business
TaxOps, LLC January 2011 - Present
McGladrey September 2007 - January 2011
The Mike Ferry Organization June 2000 - March 2005
Skills
CPA, Corporate Tax, Accounts Receivable, Tax Accounting, Tax, Financial Accounting, Financial Reporting, Income Tax, Tax Preparation
Education
California State University-Fullerton - College of Business and Economics 2005 — 2007
Bacherlor, Accounting
Irvine Valley College 1997 — 2000
Associates Degree, Business
Heather Purnell, CPA MT Heather Purnell, CPA MT's TaxOps, LLC Experience May 2014 - December 2014
Job CPA Tax at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
TaxOps, LLC May 2014 - December 2014
CBIZ MHM, LLC November 2013 - May 2014
Knight Field Fabry, LLP November 2012 - November 2013
KPMG January 2011 - November 2012
ProLogis May 2010 - December 2010
ProLogis October 2007 - May 2010
Skills
Tax, Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Returns, Tax Compliance, Preparation, Federal Tax, US GAAP, Compliance, Tax Law, SEC reporting, CPA, SEC filings, Tax Research, Tax Preparation
Education
University of Denver 2009 — 2011
M.T., Taxation
Radford University 2003 — 2004
B.B.A, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
AIS/Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
TaxOps, LLC May 2014 - December 2014
CBIZ MHM, LLC November 2013 - May 2014
Knight Field Fabry, LLP November 2012 - November 2013
KPMG January 2011 - November 2012
ProLogis May 2010 - December 2010
ProLogis October 2007 - May 2010
Skills
Tax, Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Returns, Tax Compliance, Preparation, Federal Tax, US GAAP, Compliance, Tax Law, SEC reporting, CPA, SEC filings, Tax Research, Tax Preparation
Education
University of Denver 2009 — 2011
M.T., Taxation
Radford University 2003 — 2004
B.B.A, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
AIS/Accounting
Alex Leugers Alex Leugers's TaxOps, LLC Experience January 2011 - Present
Job Manager Tax at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC January 2011 - Present
KPMG US September 2007 - January 2011
T-Formation of Tallahassee, Inc. July 2004 - August 2007
Skills
Corporate Tax, Tax, Tax Research, Tax Accounting, CPA, Income Tax, Partnership Taxation, FIN 48, Financial Accounting, Accounting, Financial Reporting, Tax Preparation, Tax Returns, Tax Advisory, Financial Statements
Education
Florida State University 2006 — 2007
master's degree, Taxation
University of Florida 1997 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
TaxOps, LLC January 2011 - Present
KPMG US September 2007 - January 2011
T-Formation of Tallahassee, Inc. July 2004 - August 2007
Skills
Corporate Tax, Tax, Tax Research, Tax Accounting, CPA, Income Tax, Partnership Taxation, FIN 48, Financial Accounting, Accounting, Financial Reporting, Tax Preparation, Tax Returns, Tax Advisory, Financial Statements
Education
Florida State University 2006 — 2007
master's degree, Taxation
University of Florida 1997 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Chad Greenberg Chad Greenberg's TaxOps, LLC Experience November 2009 - May 2010
Job Senior Vice President at 361 Capital
Industry Internet
Experience
361 Capital March 2010 - Present
TaxOps, LLC November 2009 - May 2010
InvestorLoft.com January 2005 - October 2009
Real Giving Solutions, LLC 2008 - 2009
Investment Exchange Group 2003 - 2007
Skills
Alternative Investments, Asset Managment, Investments, Mutual Funds, Hedge Funds, Portfolio Management, Financial Modeling, Due Diligence, Venture Capital, Series 7, Investor Relations, Asset Allocation, Equities, Strategic Financial..., Investment Management, Wealth Management, Business Development, Private Equity, Financial Services, Mergers, SEC filings, Asset Management, Valuation, Series 63, Securities, Investment Strategies, Capital Markets, Mergers & Acquisitions, Equity Valuation, Equity Trading, Options, Bloomberg, Corporate Development, Funding, Investment Advisory, Risk Management, Fixed Income, Financial Advisory, Trading, Equity Research, Emerging Markets, Financial Markets, Executive Management, Capital, Finance, Commodity, ETFs, Derivatives, Fund Of Funds
Education
University of Colorado Denver 1992 — 1996
Accounting, Business, Accounting
361 Capital March 2010 - Present
TaxOps, LLC November 2009 - May 2010
InvestorLoft.com January 2005 - October 2009
Real Giving Solutions, LLC 2008 - 2009
Investment Exchange Group 2003 - 2007
Skills
Alternative Investments, Asset Managment, Investments, Mutual Funds, Hedge Funds, Portfolio Management, Financial Modeling, Due Diligence, Venture Capital, Series 7, Investor Relations, Asset Allocation, Equities, Strategic Financial..., Investment Management, Wealth Management, Business Development, Private Equity, Financial Services, Mergers, SEC filings, Asset Management, Valuation, Series 63, Securities, Investment Strategies, Capital Markets, Mergers & Acquisitions, Equity Valuation, Equity Trading, Options, Bloomberg, Corporate Development, Funding, Investment Advisory, Risk Management, Fixed Income, Financial Advisory, Trading, Equity Research, Emerging Markets, Financial Markets, Executive Management, Capital, Finance, Commodity, ETFs, Derivatives, Fund Of Funds
Education
University of Colorado Denver 1992 — 1996
Accounting, Business, Accounting
Brian Amann Brian Amann's TaxOps, LLC Experience May 2002 - Present
Job Partner and CEO at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC May 2002 - Present
Ernst & Young 1990 - 2002
Education
Pace University 1983 — 1987
BBA, Accounting, Finance
TaxOps, LLC May 2002 - Present
Ernst & Young 1990 - 2002
Education
Pace University 1983 — 1987
BBA, Accounting, Finance
Nicki Boelens Nicki Boelens's TaxOps, LLC Experience May 2013 - Present
Job Tax Senior at TaxOps, LLC
Industry Legal Services
Experience
TaxOps, LLC May 2013 - Present
Skills
Legal Research, Litigation, Legal Writing, Legal Assistance, Westlaw, Civil Litigation, Litigation Support, Document Review, Commercial Litigation, Pleadings, Courts, Trials, Corporate Law, Personal Injury, Due Diligence, Tax, Mergers & Acquisitions, Mergers
Education
University of Denver 2006 — 2008
Bachelors
TaxOps, LLC May 2013 - Present
Skills
Legal Research, Litigation, Legal Writing, Legal Assistance, Westlaw, Civil Litigation, Litigation Support, Document Review, Commercial Litigation, Pleadings, Courts, Trials, Corporate Law, Personal Injury, Due Diligence, Tax, Mergers & Acquisitions, Mergers
Education
University of Denver 2006 — 2008
Bachelors
Kimberly Sandstrom Kimberly Sandstrom's TaxOps, LLC Experience October 2005 - January 2011
Job Senior Tax Analyst at Square Two Financial
Industry Financial Services
Experience
Square Two Financial January 2011 - Present
TaxOps, LLC October 2005 - January 2011
Broadband Services, Inc. 2002 - 2004
Ernst & Young 1999 - 2001
Education
Metropolitan State University of Denver 1985 — 1990
Bachelor of Science, Accounting
Square Two Financial January 2011 - Present
TaxOps, LLC October 2005 - January 2011
Broadband Services, Inc. 2002 - 2004
Ernst & Young 1999 - 2001
Education
Metropolitan State University of Denver 1985 — 1990
Bachelor of Science, Accounting
Chris Becze Chris Becze's TaxOps, LLC Experience January 2011 - Present
Job Partner, TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC January 2011 - Present
Developmental Pathways January 2011 - Present
Kforce Inc. February 2009 - January 2011
LandAmerica January 2008 - November 2008
KPMG September 2004 - December 2007
US Navy July 1993 - July 1997
Skills
International Tax, Strategic Partnerships, Tax, Negotiation, Strategic Planning, Contract Negotiation, Business Strategy, Client Development, Client Relationship..., Client Interfacing, New Business Development, Customer Relations, Public Speaking, Business Development, Management, Nonprofits, Leadership, Financial Analysis, Due Diligence, Consulting, CRM, Customer Service, Skin, Mergers
Education
University of Denver - Daniels College of Business 2000 — 2003
LL.M, Taxation
University of Denver - Sturm College of Law 2000 — 2003
Juris Doctorate, Law
Colorado State University 1997 — 2000
B.A., Political Science; History
TaxOps, LLC January 2011 - Present
Developmental Pathways January 2011 - Present
Kforce Inc. February 2009 - January 2011
LandAmerica January 2008 - November 2008
KPMG September 2004 - December 2007
US Navy July 1993 - July 1997
Skills
International Tax, Strategic Partnerships, Tax, Negotiation, Strategic Planning, Contract Negotiation, Business Strategy, Client Development, Client Relationship..., Client Interfacing, New Business Development, Customer Relations, Public Speaking, Business Development, Management, Nonprofits, Leadership, Financial Analysis, Due Diligence, Consulting, CRM, Customer Service, Skin, Mergers
Education
University of Denver - Daniels College of Business 2000 — 2003
LL.M, Taxation
University of Denver - Sturm College of Law 2000 — 2003
Juris Doctorate, Law
Colorado State University 1997 — 2000
B.A., Political Science; History
Tiffany Ray Tiffany Ray's TaxOps, LLC Experience January 2015 - Present
Job Tax Manager at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC January 2015 - Present
TaxOps, LLC January 2012 - December 2014
TeleTech August 2008 - January 2012
Skills
Due Diligence, US GAAP, Financial Reporting, Tax Research, Variance Analysis
Education
University of Denver 2004 — 2008
Bachelor's of Science at Daniel's College of Business, Accounting
Immaculate Conception Academy 2000 — 2004
High School
TaxOps, LLC January 2015 - Present
TaxOps, LLC January 2012 - December 2014
TeleTech August 2008 - January 2012
Skills
Due Diligence, US GAAP, Financial Reporting, Tax Research, Variance Analysis
Education
University of Denver 2004 — 2008
Bachelor's of Science at Daniel's College of Business, Accounting
Immaculate Conception Academy 2000 — 2004
High School
Michael De Prima Michael De Prima's TaxOps, LLC Experience July 2012 - January 2015
Job Senior Manager at EKS&H
Industry Accounting
Experience
EKS&H January 2015 - Present
TaxOps, LLC July 2012 - January 2015
PwC March 2011 - June 2012
Grant Thornton LLP January 2009 - February 2011
Skills
Corporate Tax, Tax, Tax Accounting, Tax Research, US Tax
Education
University of Denver College of Law 2008 — 2008
Master of Laws (LL.M.), Taxation
Nova Southeastern University 2004 — 2007
Doctor of Law (J.D.)
EKS&H January 2015 - Present
TaxOps, LLC July 2012 - January 2015
PwC March 2011 - June 2012
Grant Thornton LLP January 2009 - February 2011
Skills
Corporate Tax, Tax, Tax Accounting, Tax Research, US Tax
Education
University of Denver College of Law 2008 — 2008
Master of Laws (LL.M.), Taxation
Nova Southeastern University 2004 — 2007
Doctor of Law (J.D.)
Catherine Wang Catherine Wang's TaxOps, LLC Experience November 2010 - December 2010
Job Tax and Accounting Analyst
Industry Accounting
Experience
Michigan State University February 2014 - Present
Tax1on1 Inc. July 2013 - Present
Miami University April 2013 - February 2014
Arkansas State University January 2011 - April 2013
TaxOps, LLC November 2010 - December 2010
Crocs, Inc August 2009 - November 2010
Newmont Mining Corporation June 2010 - August 2010
Stan L. Wilks, CPA, P.C. December 2009 - April 2010
Morgan Stanley HuaXin Funds July 2009 - August 2009
Shenzhen Congrui Industry Co., Ltd July 2007 - September 2007
Skills
QuickBooks, Microsoft Excel, Hyperion Enterprise, TaxStream, Vertex, Tax, Accounting, Financial Reporting, Tax Research, Auditing, Tax Accounting, Financial Statements, Financial Analysis, Internal Controls, Corporate Tax, International Tax, Income Tax, Financial Accounting, Partnership Taxation, Account Reconciliation, Tax Returns
Education
University of Denver - Sturm College of Law 2009 — 2010
Master, Taxation
Shenzhen University 2004 — 2008
B.A., Accounting
Shenzhen CuiYuan Middle School 2001 — 2004
Michigan State University February 2014 - Present
Tax1on1 Inc. July 2013 - Present
Miami University April 2013 - February 2014
Arkansas State University January 2011 - April 2013
TaxOps, LLC November 2010 - December 2010
Crocs, Inc August 2009 - November 2010
Newmont Mining Corporation June 2010 - August 2010
Stan L. Wilks, CPA, P.C. December 2009 - April 2010
Morgan Stanley HuaXin Funds July 2009 - August 2009
Shenzhen Congrui Industry Co., Ltd July 2007 - September 2007
Skills
QuickBooks, Microsoft Excel, Hyperion Enterprise, TaxStream, Vertex, Tax, Accounting, Financial Reporting, Tax Research, Auditing, Tax Accounting, Financial Statements, Financial Analysis, Internal Controls, Corporate Tax, International Tax, Income Tax, Financial Accounting, Partnership Taxation, Account Reconciliation, Tax Returns
Education
University of Denver - Sturm College of Law 2009 — 2010
Master, Taxation
Shenzhen University 2004 — 2008
B.A., Accounting
Shenzhen CuiYuan Middle School 2001 — 2004
John Monahan John Monahan's TaxOps, LLC Experience July 2011 - Present
Job Partner at TaxOps, LLC
Industry Accounting
Carolyn Fine-Neyer's TaxOps, LLC Experience February 2015 - Present
Job Senior Manager at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC February 2015 - Present
Xerox April 2013 - Present
Ernst and Young LLP May 2002 - April 2013
Arthur Andersen May 1997 - May 2002
Skills
Corporate Tax, Tax, Management, Income Tax, Tax Preparation, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Analysis, Tax Accounting, Internal Controls, Financial Reporting, SEC filings
Education
University of Hartford 1997 — 1998
MSA, Accounting
James Madison University 1991 — 1995
TaxOps, LLC February 2015 - Present
Xerox April 2013 - Present
Ernst and Young LLP May 2002 - April 2013
Arthur Andersen May 1997 - May 2002
Skills
Corporate Tax, Tax, Management, Income Tax, Tax Preparation, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Analysis, Tax Accounting, Internal Controls, Financial Reporting, SEC filings
Education
University of Hartford 1997 — 1998
MSA, Accounting
James Madison University 1991 — 1995
Irene McDonnell's TaxOps, LLC Experience September 2015 - Present
Job Manager at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC September 2015 - Present
Ernst & Young September 2007 - April 2014
Education
St. Francis College 1994 — 1998
Bachelor's Degree, Accounting
TaxOps, LLC September 2015 - Present
Ernst & Young September 2007 - April 2014
Education
St. Francis College 1994 — 1998
Bachelor's Degree, Accounting
David L. Feeney CPA/MBA's TaxOps, LLC Experience April 2013 - Present
Job Executive Director at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC April 2013 - Present
David L.Feeney CPA/MBA January 2013 - April 2013
MXenergy/Constellation April 2010 - December 2012
Ernst & Young March 1998 - January 2010
Petrie Retail, Inc. 1995 - March 1998
R.H. Macy & Co., Inc. 1992 - 1994
Nestle Holdings, Inc. 1986 - 1992
Gulf + Western Inc. 1975 - 1986
Skills
Tax, International Tax, Leadership, Executive Management, Sarbanes-Oxley, Auditing, Accounting, SEC filings, Due Diligence, CPA, Tax Research, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting, US GAAP, GAAP, Transfer Pricing, Internal Controls, Tax Advisory, Financial Reporting
Education
Iona College 1974 — 1978
MBA, Taxation
Fairfield University 1966 — 1970
BS-Accounting, Accounting
TaxOps, LLC April 2013 - Present
David L.Feeney CPA/MBA January 2013 - April 2013
MXenergy/Constellation April 2010 - December 2012
Ernst & Young March 1998 - January 2010
Petrie Retail, Inc. 1995 - March 1998
R.H. Macy & Co., Inc. 1992 - 1994
Nestle Holdings, Inc. 1986 - 1992
Gulf + Western Inc. 1975 - 1986
Skills
Tax, International Tax, Leadership, Executive Management, Sarbanes-Oxley, Auditing, Accounting, SEC filings, Due Diligence, CPA, Tax Research, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting, US GAAP, GAAP, Transfer Pricing, Internal Controls, Tax Advisory, Financial Reporting
Education
Iona College 1974 — 1978
MBA, Taxation
Fairfield University 1966 — 1970
BS-Accounting, Accounting
Lori Lundrigan's TaxOps, LLC Experience 2010 - 2011
Job Tax Manager at Envestnet, Inc
Industry Accounting
Experience
Envestnet, Inc 2013 - Present
Grant Thornton LLP 2011 - 2013
TaxOps, LLC 2010 - 2011
Sun Microsystems 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Education
Concordia University
Bachelor of Commerce, Accounting/Finance
Envestnet, Inc 2013 - Present
Grant Thornton LLP 2011 - 2013
TaxOps, LLC 2010 - 2011
Sun Microsystems 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Education
Concordia University
Bachelor of Commerce, Accounting/Finance
David L. Feeney CPA/MBA's TaxOps, LLC Experience April 2013 - Present
Job Executive Director at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC April 2013 - Present
David L. Feeney CPA/MBA January 2013 - April 2013
MXenergy/Constellation April 2010 - December 2012
Ernst & Young LLP March 1998 - December 2009
Petrie Retail, Inc. February 1995 - March 1998
R.H. Macy & Co., Inc. November 1992 - December 1994
Nestle Holdings, Inc. 1986 - 1992
Skills
SEC Financial Reporting, SEC filings, Tax Accounting, Sarbanes-Oxley Act, International Tax, CPA, Corporate Tax, Tax, Accounting, Transfer Pricing, Internal Controls, Tax Research, Financial Reporting, Bank Reconciliation, US GAAP, Tax Advisory, Due Diligence, Auditing, Income Tax, GAAP, Sarbanes-Oxley, Tax Law, Tax Preparation, Mergers & Acquisitions, Restructuring, Big 4, Tax Returns
Education
Iona College 1974 — 1978
MBA, Taxation
Fairfield University 1966 — 1970
BS, Accounting
TaxOps, LLC April 2013 - Present
David L. Feeney CPA/MBA January 2013 - April 2013
MXenergy/Constellation April 2010 - December 2012
Ernst & Young LLP March 1998 - December 2009
Petrie Retail, Inc. February 1995 - March 1998
R.H. Macy & Co., Inc. November 1992 - December 1994
Nestle Holdings, Inc. 1986 - 1992
Skills
SEC Financial Reporting, SEC filings, Tax Accounting, Sarbanes-Oxley Act, International Tax, CPA, Corporate Tax, Tax, Accounting, Transfer Pricing, Internal Controls, Tax Research, Financial Reporting, Bank Reconciliation, US GAAP, Tax Advisory, Due Diligence, Auditing, Income Tax, GAAP, Sarbanes-Oxley, Tax Law, Tax Preparation, Mergers & Acquisitions, Restructuring, Big 4, Tax Returns
Education
Iona College 1974 — 1978
MBA, Taxation
Fairfield University 1966 — 1970
BS, Accounting
Stephen Boehmer's TaxOps, LLC Experience July 2012 - Present
Job Tax Senior at TaxOps, LLC
Industry Real Estate
Experience
TaxOps, LLC July 2012 - Present
Sagebrush Capital Holdings LLC November 2004 - July 2012
Travelers August 2004 - November 2004
Skills
Accounting, Financial Reporting, General Ledger, Auditing, GAAP, SEC filings, Internal Controls, Financial Analysis, Financial Statements, Tax Research, Tax, Financial Accounting, CPA, Tax Accounting, QuickBooks, Account Reconciliation, Variance Analysis, Corporate Tax, US GAAP, Tax Advisory
Education
Colorado State University 1999 — 2003
BS, Accounting
TaxOps, LLC July 2012 - Present
Sagebrush Capital Holdings LLC November 2004 - July 2012
Travelers August 2004 - November 2004
Skills
Accounting, Financial Reporting, General Ledger, Auditing, GAAP, SEC filings, Internal Controls, Financial Analysis, Financial Statements, Tax Research, Tax, Financial Accounting, CPA, Tax Accounting, QuickBooks, Account Reconciliation, Variance Analysis, Corporate Tax, US GAAP, Tax Advisory
Education
Colorado State University 1999 — 2003
BS, Accounting
Paul Hocevar's TaxOps, LLC Experience 2012 - Present
Job Partner at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC 2012 - Present
PL Hocevar & Associates, LLC 2007 - 2012
Arthur Andersen 1983 - 1991
Skills
Tax, Corporate Tax, International Tax, SEC filings, Partnership Taxation, Income Tax, Tax Accounting, CPA, GAAP, US GAAP, Tax Research, IFRS, Financial Accounting, Due Diligence, Financial Reporting, Accounting, Mergers & Acquisitions, Private Equity, Venture Capital
Education
University of Denver College of Law
Juris Doctorate
TaxOps, LLC 2012 - Present
PL Hocevar & Associates, LLC 2007 - 2012
Arthur Andersen 1983 - 1991
Skills
Tax, Corporate Tax, International Tax, SEC filings, Partnership Taxation, Income Tax, Tax Accounting, CPA, GAAP, US GAAP, Tax Research, IFRS, Financial Accounting, Due Diligence, Financial Reporting, Accounting, Mergers & Acquisitions, Private Equity, Venture Capital
Education
University of Denver College of Law
Juris Doctorate
Jennifer Bergam's TaxOps, LLC Experience November 2011 - Present
Job Tax Senior at TaxOps, LLC
Industry Accounting
Experience
TaxOps, LLC November 2011 - Present
Ernst & Young January 2009 - March 2011
Skills
CPA
Education
Brigham Young University 2004 — 2008
Master of Accountancy, Accounting
TaxOps, LLC November 2011 - Present
Ernst & Young January 2009 - March 2011
Skills
CPA
Education
Brigham Young University 2004 — 2008
Master of Accountancy, Accounting