Ueltzen & Company LLP
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Ueltzen & Company LLP Employees
Bowman & Company, LLP September 2013 - Present
Ueltzen & Company LLP August 2008 - September 2013
Reznick Group January 2005 - August 2008
Skills
Internal Controls, GAAP, Corporate Tax
Education
California State University-Sacramento 2001 — 2004
Bachelor of Science (BS), Accounting
Moss Adams July 2015 - Present
Pacific Coast Companies, Inc April 2014 - June 2015
Ueltzen & Company LLP September 2013 - July 2014
Modesto Junior College October 2011 - April 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Outlook, Customer Service, Data Entry, CCH ProSystem fx
Education
CSU Sacramento 2012 — 2015
Bachelor of Science (BS), Accounting, Senior
Modesto Junior College 2010 — 2012
Associate of Arts (AA), Business Administration
Ueltzen & Company LLP October 2011 - Present
Skills
Forensic Accounting, Expert Witness, Fraud, Accounting, Financial Analysis, Certified Fraud Examiner, Investigation, Commercial Litigation, Litigation Consulting, Litigation Support, Forensic Analysis, Financial Modeling, Litigation, Civil Litigation, QuickBooks, Asset Tracing, Insurance, Bankruptcy, Personal Injury..., Wrongful Death, Subrogation, Financial Statement..., PowerPoint, Real Estate, Construction, Microsoft Excel, Claim, Partnerships, Trial Testimony, Deposition Testimony, Expert Witness Services, Forensic Investigations, Wrongful Termination, Complex Litigation, Fraud Investigations, Insurance Fraud, Damages, Partnership Disputes, Marital Dissolution, Insurance Claims, Construction Disputes, Excel, Access, Creative Problem Solving, Presentation Skills, Seminar Presentations, Claims, Investigations
Education
Loyola Marymount University
BS, Accounting
Guidance Software 2013 — 2015
Multiple Computer Forensics Courses
Mann, Urrutia, Nelson, CPAs December 2013 - Present
Ueltzen & Company LLP November 2006 - November 2013
Reznick Group November 2003 - October 2006
Skills
Tax Accounting, Tax, Forensic Accounting, Litigation, Estate Law, Personal Tax Planning, Financial Advisory, Accounting, IRS, GAAP, Employee Benefits, Financial Statements, Financial Accounting, CPA, Partnership Taxation, Tax Research
Education
Golden Gate University 1995 — 1999
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science (B.S.), Accounting
Ueltzen & Company LLP August 2015 - Present
Moss Adams LLP June 2013 - August 2015
Liberty Tax Service January 2013 - April 2013
PSG CPA's January 2013 - April 2013
Oracle Corporate Tax September 2012 - December 2012
CarMax October 2010 - September 2012
Skills
Leadership, Communication, Teamwork, Accounting, Tax, Real Estate, Research, Reconcilement, Customer Service, Sales, Databases, Analysis, Tax Preparation, Corporate Tax, Inventory Control, Bilingual, International Tax, Lacerte
Education
University of California, Irvine 2003 — 2005
Bachelor of Arts, Economics and Management
American River College 2011 — 2012
Associate in Arts, Accounting
Santiago Canyon College 2000 — 2002
Associate in Arts, Liberal Arts
California State University-Sacramento
Propp Christensen Caniglia LLP September 2011 - Present
Ueltzen & Company LLP April 2009 - September 2011
Ernst & Young LLP July 2006 - April 2009
Reznick Group 2004 - 2005
Skills
Real Estate, SEC filings, Accounting, Assurance, Forensic Accounting, CPA, Certified Fraud Examiner, Accountants, Litigation Support, SEC, Auditing, GAAP, Financial Reporting, Corporate Tax, Internal Controls
Education
California State University-Sacramento 2003 — 2006
Bachelor of Science, Business Administration, Accountancy
Sierra College 2000 — 2003
Computer Science and Accounting
Crowe Horwath LLP August 2011 - Present
Ueltzen & Company LLP August 2006 - August 2011
Carter & Zielke CPAs March 2003 - August 2006
Skills
Accounting, Tax Research, CPA, Tax, Financial Reporting, QuickBooks, Tax Preparation, Corporate Tax, Litigation Support, Forensic Accounting, GAAP, SEC filings, US GAAP, Auditing, Internal Controls, Tax Accounting, Certified Fraud Examiner
Education
California State University-Sacramento 1997 — 2000
Bachelor of Arts, Communication Studies, 3.2
Ueltzen & Company LLP August 2014 - Present
Green & Hall August 2013 - July 2014
Hardy Erich Brown & Wilson April 2013 - July 2013
Law Offices of Glaspy & Glaspy July 2005 - April 2013
The Frank Gates Service Company December 2004 - July 2005
Cambridge Integrated Services Company October 2003 - December 2004
Skills
Accounts Payable, Workers Compensation, Liability, Auditing, Accounting, Claim, Civil Litigation, Property & Casualty..., Employee Benefits, Insurance, Personal Injury, Investigation, Legal Research and..., Tax, California Legal..., Nevada Law Practices..., Fraud Prevention and..., Accounts Receivable, Construction Defect Law, Insurance Defense, Document Review, Architectural/Structural..., SB800 Knowledge for..., Additional Insured..., Analysis, Trials, Mergers, Medical Malpractice, Litigation Support, Fraud, Mergers & Acquisitions
Education
San Jose State University 2005 — 2007
BS, Accounting
University of Nevada-Las Vegas 2004 — 2004
Certification, Paralegal Certification
Ueltzen & Company LLP July 2012 - Present
Protiviti January 2007 - July 2012
Deloitte September 2003 - December 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Forensic Accounting, Internal Audit, CPA, Financial Audits, Certified Fraud Examiner, COSO, Enterprise Risk..., Sarbanes-Oxley, SEC filings, US GAAP, IT Audit, Auditing, Accounting, GAAP, Financial Reporting, External Audit, Financial Analysis, Big 4, Revenue Recognition
Education
University of California, Santa Barbara 2002 — 2003
Master of Arts, Economics
University of California, Santa Barbara 1999 — 2002
Bachelor of Arts, Business Economics (emphasis in Accounting) and Religious Studies
Medecins Sans Frontieres 2009 - Present
Robert Half Management Resources October 2011 - November 2014
SureWest Communications 2002 - 2009
Informed Investors 1999 - 2001
Ueltzen & Company LLP 1997 - 1999
Arthur Andersen LLP 1995 - 1997
Skills
Financial Accounting, Business Analysis, Human Resources, Management, Finance, Customer Service, Strategic Planning, Financial Analysis, Change Management, Program Management, Financial Reporting, Budgets, Training
Education
California State University-Sacramento 1993 — 1995
B.S., Business Administration, Accountancy, 3.84
CohnReznick LLP January 2015 - Present
Steven E. Phillips, CPA January 2014 - December 2014
Serve All Contracting Inc. July 2012 - July 2013
Ueltzen & Company LLP December 2010 - August 2012
Chase February 2009 - November 2009
Skills
Microsoft Excel, QuickBooks, 10 Key, Data Entry, File Management, Microsoft Word, Bookkeeping, PowerPoint, Outlook, Accounts Payable, Accounting, Account Reconciliation, Financial Reporting, Leadership, Tax
Education
California State University-Sacramento 2011 — 2013
Bachelors Degree, Business: Accountancy Concentration, Graduating Senior
American River College 2010 — 2011
Accounting
Foothill College 2009 — 2010
Accounting