Experienced CPA with a passion for nonprofits and their unique accounting and tax issues. Desire to join a firm that demands the best for their clients.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assurance Director
The Pun Group, LLP
01.2023 - Current
Prepared exempt organization returns for various nonprofit organizations.
Assisted on audits of nonprofit organizations.
Prepared income tax returns for individual filers.
CPA
Fritzsche Associates, Inc
07.2009 - 12.2022
Planned and completed financial and compliance audits for various nonprofits and other organizations.
Completed and filed returns with local, state, and federal agencies focusing on nonprofit and individual filers.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax preparation.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Education
Bachelor of Arts - Business Economics, Emphasis in Accounting
University of California, Santa Barbara
Santa Barbara, CA
06.2009
Skills
Form 990 Preparation
Auditing Experience
Individual Tax
Effectively communicate with clients
Handle multiple ongoing engagements
Affiliations
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Julie's Purse Project
Certification
Licensed CPA - 2015 to present
Timeline
Assurance Director
The Pun Group, LLP
01.2023 - Current
CPA
Fritzsche Associates, Inc
07.2009 - 12.2022
Bachelor of Arts - Business Economics, Emphasis in Accounting
University of California, Santa Barbara
Similar Profiles
Isabelle SimIsabelle Sim
Volunteer at Pun Pun Organic FarmVolunteer at Pun Pun Organic Farm
Resident Medical Officer (SHO equivalent) at Pun Hlaing International HospitalsResident Medical Officer (SHO equivalent) at Pun Hlaing International Hospitals