Resume

Resume

Work Experience.

1984 to present.

Self employed CPA, MBA-tax.

Taxation, and general accounting for individuals, and closely held small to medium sized businesses.

Retirement and financial planning.

Real estate taxation.

Representation before the IRS.

Extensive experience with tax return preparation.

Accounting for; Limited Liability Corporations, Partnerships, C and S Corporations.

Auditing for; nonprofit, profit, and HUD compliance.

Compiled and reviewed financial statements.

Quicken, and Quick Books Pro.

Computer security, firewall, and file encryption systems.

Pension plans.

Clients served; attorneys, outside sales persons, executives, real estate agents, real estate investors, retired individuals, insurance sales agents, architects, chiropractors, media designers, personnel agencies, personal trainers, dot.com startups, entertainers including entertainment software, electrical and construction contractors, manufacturers, wholesale distributors, import/export, trucking companies, employees with incentive stock options, Estates, Trusts, and Conservatorships.

1982 to 1984.

Estate and Trust tax return preparation. Worked for J.D. Miller & Assoc., Vallejo, CA, and, Winters & Winters, Benicia, CA. Simple, Complex, and Grantor trusts. Conservatorships.

1981 to 1982.

Financial Analyst and Director of Tax. Breuners Home Furnishings, San Ramon, CA. Extensive experience with crisis management, retail, rental furniture, and trucking.

1979 to 1981.

Senior Accountant and Auditor. Seiler and Co. Certified Public Accountants, Redwood City, CA. Extensive experience with real estate, the entertainment industry, wholesale distribution, manufacturing, and foreign corporations.

1978 TO 1979.

Financial Analyst. Worked on; ROI, cash flow, and budgeting for the European operations of Chevron Oil, Brussels Belgium.

Education.

M.B.A. Taxation. Golden Gate University, San Francisco.

B.S. International Finance. Stichting Nijenrode, Breukelen, The Netherlands.

B.S. Accounting and Finance. University of Oregon, Eugene. Minor in business and construction.

High School. Miramonte, Orinda, California. Sport; track team.

Personal Interests.

Maritime Heritage Association, co-founder, a nonprofit entity that supports at-risk youth. Sausalito, CA.

Sausalito Cruising and Yacht Clubs.

References.

James de Tomasi, Platinum Financial Group, National Life of Vermont, San Francisco, CA, 415/362-7300, jim@detomasi.com.

M. J. Thomas, Hill & Co., Realtors, Union Street, SF, CA, 415/921-6000, maryjoythomas@aol.com.

California CPA license lookup page; www.dca.ca.gov/cba License 32291