Waddell, Smith, Magoon & Freeman, LLC

Description

Address: 10892 Crabapple Rd # 100, Roswell, GA 30075 Phone: (770) 993-6818: : Place name: : : : : Website: Category: Hours: Category: Tax preparation service 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Waddell, Smith, Magoon and Freeman Llc Posting publicly on the Web Write a review Reviews Be the first to review

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Waddell, Smith, Magoon & Freeman, LLC Employees

Employee
Years
Job
Industry
JoAnne Schuetze JoAnne Schuetze Roswell, Georgia Details
JoAnne Schuetze's Waddell, Smith, Magoon & Freeman, LLC Experience May 1996 - November 2011
Job CPA/Auditor
Industry Accounting
Experience
Helton/Schuetze CPA, LLC   January 2012 - Present
Waddell, Smith, Magoon & Freeman, LLC   May 1996 - November 2011

Skills
Accounting, Audit, Auditing, Financial Reporting, Internal Controls, Income Tax, Corporate Tax, Financial Analysis, GAAP, CPA, Tax Preparation, QuickBooks, Tax, Cash Flow, Accounts Receivable, Bookkeeping, Variance Analysis, General Ledger, Financial Accounting, S Corporations, Tax Research

Education
Campbell University   1991 — 1993
Accounting

North Georgia College and State University   1981 — 1985
Bachelor of Science, Management and Marketing

Ellen Cormack Ellen Cormack Greater Atlanta Area Details
Ellen Cormack's Waddell, Smith, Magoon & Freeman, LLC Experience August 2013 - December 2013
Job Executive Assistant to the President Emeritus at Georgia Institute of Technology
Industry Executive Office
Experience
Georgia Institute of Technology  April 2015 - Present
School of Civil & Environmental Engineering at the Georgia Institute of Technology   July 2014 - March 2015
School of Civil & Enviromental Engineering at the Georgia Institute of Technology   January 2014 - June 2014
Waddell, Smith, Magoon & Freeman, LLC   August 2013 - December 2013
School of Civil & Environmental Engineering at the Georgia Insitute of Technology   July 2012 - February 2013
Georgia Institute of Technology  August 2011 - June 2012
Renasant Bank  February 2011 - August 2011
American Trust Bank  January 2008 - February 2011
Waddell, Smith, Magoon & Freeman, LLC   July 2003 - December 2007

Skills
Administrative..., Office Management, Microsoft Office, Customer Service, Spreadsheets, Office Administration, Travel Arrangements, Outlook, Calendaring, Calendars, Travel Planning, Executive Support, Microsoft Excel, Lotus Notes, Confidentiality, Event Planning, Microsoft Word, Executive..., Data Entry, Project Planning, Project Management

Education
Montclair State University   1976 — 1981
BS, Business

Ridgewood High School

Velma Roberts, CPA, CFP Velma Roberts, CPA, CFP Greater Atlanta Area Details
Velma Roberts, CPA, CFP's Waddell, Smith, Magoon & Freeman, LLC Experience May 2001 - November 2011
Job Partner at Roberts DeWitt LLC
Industry Accounting
Experience
Roberts DeWitt LLC   December 2011 - Present
Waddell, Smith, Magoon & Freeman, LLC   May 2001 - November 2011
Grant Thornton LLP  January 2000 - April 2001
PricewaterhouseCoopers  February 1996 - December 1999
BDO USA, LLP  January 1995 - January 1996

Education
University of Southern California   1993 — 1994
Master, Business Taxation

Georgia Tech   1989 — 1993
Bachelor of Science, Economics

Ted Warrilow Ted Warrilow San Francisco Bay Area Details
Ted Warrilow's Waddell, Smith, Magoon & Freeman, LLC Experience August 1993 - February 1995
Job Vice President Global Taxes at GlobalLogic, Inc.
Industry Information Technology and Services
Experience
GlobalLogic, Inc.   September 2014 - Present
Leaders in the VP Tax Director Arena in the San Francisco Bay Area   2012 - Present
Solyndra  March 2011 - June 2014
Physio-Control, Inc.   October 2012 - August 2013
eBay (NASDAQ: EBAY)   March 2008 - March 2011
Golder Associates  January 2007 - March 2008
Global Payments, Inc. (NYSE: GPN)   December 2004 - December 2006
Worldspan, L.P.   August 1998 - November 2004
Turner Broadcasting System / Time Warner, Inc   February 1995 - July 1998
Waddell, Smith, Magoon & Freeman, LLC   August 1993 - February 1995

Skills
Tax, SOX, Tax Audits, SEC reporting, Mergers, International Tax:..., Tax Advisory, International..., Tax Efficiency, Member of AICPA, Voluntary Disclosure, Pass-through Entities, Due Diligence, International Tax, Finance, Auditing, Strategy, Sarbanes-Oxley Act, Start-ups, Financial Accounting, Accounting, SEC filings, Leadership, Corporate Tax, Executive Management, Mergers & Acquisitions, Cash Management, Cross-functional Team..., Tax Returns, Financial Reporting, VAT, Fixed Assets, Financial Statements, Management, Restructuring, Venture Capital, Transfer Pricing, Tax Law, US GAAP, Access, Revenue Recognition, Income Tax, Corporate Law, Consolidation, Internal Audit, Internal Controls, GAAP, IFRS

Education
University of Florida   1985 — 1987
B.S., Accounting

University of Florida - Fisher School of Accounting

Christopher Boers Christopher Boers Greater Atlanta Area Details
Christopher Boers's Waddell, Smith, Magoon & Freeman, LLC Experience January 2010 - April 2012
Job CPA at Davis, Pechter & Associates, P.C.
Industry Accounting
Experience
Davis, Pechter & Associates, P.C.   May 2012 - Present
Waddell, Smith, Magoon & Freeman, LLC   January 2010 - April 2012
Moore & Cubbedge, LLP   December 2006 - October 2009
Rollins & Associates, PC   January 1994 - November 2006

Education
Georgia State University   1988 — 1990
Post-Baccalaureate, Accounting

Cornell University   1983 — 1987
BS, Industrial Engineering

Choate Rosemary Hall

Cherie L. Maxwell, CPA Cherie L. Maxwell, CPA Duluth, Georgia Details
Cherie L. Maxwell, CPA's Waddell, Smith, Magoon & Freeman, LLC Experience November 2011 - August 2012
Job
Industry Accounting
Experience
Cherie L. Maxwell, CPA   August 2012 - Present
Waddell, Smith, Magoon & Freeman, LLC   November 2011 - August 2012
Citadel Professional Services, LLC   January 2009 - November 2011
Marshall, Jones & Company   October 1998 - November 2008
Community Trust Financial Services Corp. (a Georgia bank holding company)   February 1996 - October 1998
Porter Keadle Moore, LLP  June 1993 - February 1996

Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Statements, Tax, Income Tax, Financial Audits, SOX 404, QuickBooks, External Audit, Tax Preparation, US GAAP, Corporate Tax, SEC filings, Finance, SSAE 16

Education
Georgia State University - J. Mack Robinson College of Business
BBA, Accounting

Polly Pitkin Polly Pitkin Greater Atlanta Area Details
Polly Pitkin's Waddell, Smith, Magoon & Freeman, LLC Experience January 2002 - November 2013
Job CPA at Magoon, Freeman, Spain & Jones, LLC
Industry Accounting
Experience
Magoon, Freeman, Spain & Jones, LLC   November 2013 - Present
Waddell, Smith, Magoon & Freeman, LLC   January 2002 - November 2013
O'Neal, Saul CPA's   1998 - 2000
Snyder, Camp, Stewart, LLC   1996 - 1998
AT&T  1969 - 1989

Skills
Accounting, Income Tax, Corporate Tax, Payroll, Tax

Education
Georgia State University   1991 — 1995
MPA, Accounting

University of California, Berkeley   1963 — 1964
MA, Economics

Cornell University   1959 — 1963
BA, Economics

Mark E. Sullivan Mark E. Sullivan Greater Atlanta Area Details
Mark E. Sullivan's Waddell, Smith, Magoon & Freeman, LLC Experience May 1988 - September 1994
Job Chief Financial Officer at enAble of Georgia
Industry Nonprofit Organization Management
Experience
enAble of Georgia, Inc.   May 2008 - Present
The Sullivan Group, LLC   January 2006 - May 2008
Action Legal Copy Service, Inc.   October 2001 - January 2006
Art Laminating & FInishing, Inc.   September 1994 - October 2001
Waddell, Smith, Magoon & Freeman, LLC   May 1988 - September 1994

Skills
Forecasting, Financial Accounting, Team Building, Operational efficiency, Cash Management, Fundraising, Sales Process, 401k Management, Payroll, Accounts Payable, Budgeting, Revenue Enhancement, Profit Maximization, Asset Managment, PowerPoint, Microsoft Excel, Employee Benefits, General Ledger, Mas 90, Collections, Board Development, Entrepreneurship, Sage 100

Education
Clemson University   1984 — 1988
Bachelor's degree, Accounting

Robyn Oldham Robyn Oldham Woodstock, Georgia Details
Robyn Oldham's Waddell, Smith, Magoon & Freeman, LLC Experience January 2013 - November 2013
Job at
Industry Accounting
Experience
Salmon Barton & Associates, LLP   December 2014 - Present
Magoon, Freeman, Spain & Jones, LLC   November 2013 - December 2014
Waddell, Smith, Magoon & Freeman, LLC   January 2013 - November 2013
Habif, Arogeti & Wynne, LLP   June 2003 - December 2012

Skills
Payroll, Tax Preparation, Accounts Payable, QuickBooks, Corporate Tax, GAAP, Accounting, Tax Research, Financial Accounting, CPA, Tax

Education
Oglethorpe University   1999 — 2003
B.S., Accounting

Carol Parr Carol Parr Greater Atlanta Area Details
Carol Parr's Waddell, Smith, Magoon & Freeman, LLC Experience January 2012 - May 2012
Job CPA at Birnbrey, Minsk, Minsk & Perling
Industry Accounting
Experience
Birnbrey, Minsk, Minsk & Perling   August 2014 - Present
Carol R. Parr CPA   January 2012 - Present
Frazier & Deeter, LLC   February 2014 - August 2014
Stephen M. Berman & Associates   October 2012 - February 2014
Waddell, Smith, Magoon & Freeman, LLC   January 2012 - May 2012
Grace & Associates. P.C   January 2001 - January 2012

Skills
Tax, Tax Returns, Payroll, CPA, Auditing, Financial Statements, Income Tax, Internal Controls, Sales Tax, Tax Preparation, Partnership Taxation, Accountants, Corporate Tax, Accounting, Cash Flow

Education
Georgia State University   1997 — 2002
Masters, Taxation

Georgia State University
Bachelor of Business Administration, Taxation

Bobby Keene Bobby Keene Atlanta, Georgia Details
Bobby Keene's Waddell, Smith, Magoon & Freeman, LLC Experience 2009 - 2010
Job Accounting Manager
Industry Accounting
Experience
The Coca-Cola Company  2010 - Present
Waddell, Smith, Magoon & Freeman, LLC   2009 - 2010
Habif, Arogeti & Wynne, LLP   2005 - 2009
ASAC / SiteSafe, Inc.   2001 - 2003
United States Navy  1992 - 2001

Skills
Financial Reporting, Internal Controls, Accounting, Reconciliation, Variance Analysis, Financial Analysis, Consolidation, SAP, Process Improvement, Auditing, Account Reconciliation, General Ledger, Financial Accounting

Education
Kennesaw State University - Michael J. Coles College of Business   2004 — 2005
BBA, Accounting

Georgia Perimeter College   2002 — 2003
AS, Business Administration