SERVICES: |
Accountancy services directed principally to closely held businesses, physicians, lawyers, professionals and other executives covering substantially all areas of finance, taxation and accounting: | ||
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Projections and budgets; | ||
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Business plans and strategic planning of transactions; | ||
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Negotiation of loans, lines of credit and leases; | ||
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Federal and state income taxation including representation before taxing authorities (Audit, Appeals and Collections) | ||
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Management information systems; | ||
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Financial statement compilations; | ||
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Federal and state income tax return preparation; | ||
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Recordkeeping and bookkeeping | ||
| EXPERIENCE: | Entered full-time public practice in December, 1980. Former employers include prestigious local firms and a national firm. Established own practice in July, 1988. | ||
| EDUCATION: | University
of California, Los Angeles. B.A., June, 1979 California State University, Los Angeles. Post-Graduate coursework in accounting, finance & marketing - 1979 through 1981. |
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| LICENSURE: | State of California Certified Public Accountant, 1986. | ||
| SOCIETIES: | |
Member, American Institute of Certified Public Accountants; | |
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Member, California Society of Certified Public Accountants; | ||
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Member, Society of California Accountants; | ||
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Member, National Society of Public Accountants; | ||
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Associate Member, California State Bar, Taxation Section & Member, Committee on Tax Procedure and Litigation. | ||
| PROFESSIONAL ACTIVITIES: | Author,
"Accountancy Services and Small Business", published by Beverly Hills Business, September, 1991. |
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| Author, "CPA Services: More Than Just Tax Returns, Record-Keeping", published by Northern California Medicine, August 1991. |
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| Instructor, University of California, Los Angeles Extension Program, Department of Business and Management. |
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| Chairman of the Board, Institute for Executive Research, Sherman Oaks, CA. | |||
| REFERENCES: | Available on request. | ||
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