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PROFESSIONAL WORK EXPERIENCE
- McSweeney & Associates, APC, Grass Valley, CA, 2004-present
Tax compliance, review and planning for small businesses, trusts, non-profits and individuals.
- KPMG, LLP, San Francisco and Mountain View, CA, 1999-2004
Senior Manager, Tax - International Executive Services practice. Managed client engagement for mid-size to large populations of foreign national and expatriate employees, assisting corporate clients in program development and strategic tax policy focusing on international implications of cross border employment. Individual tax compliance issues for employees based across the U.S., and related small business issues.
- Regian & Wilson, Inc., Fort Worth, TX 1993-1998
Controller/CFO for regional full service advertising agency. Managed accounting and billing function, payroll, corporate and personal tax planning for principals.
- Dipert Travel Company/Shelton Ogle Enterprises, Arlington, TX 1987-1993
Accounting Manager for small to mid-size businesses. Managed the financial operations as well as tax planning and banking relations
- Virden & Company, CPA's, Arlington, TX 1982-1987
Tax, audit and consulting services for small businesses and individual clients.
- KPMG Peat Marwick Mitchell & Co., Austin and Forth Worth, TX 1977-1982
Tax compliance and review for high net worth individual, closely-held businesses, specialized in fiduciary tax, estate and gift planning engagements.
EDUCATION
- BA, University of Texas at Austin 1974; Post-grad courses in business and accounting
- Certified Public Accountant - Texas 1977
Certified Public Accountant - California 2002
PROFESSIONAL & COMMUNITY SERVICE
- Member AICPA, California Society of CPA's
- Texas Tax Institute committee member, Fort Worth, TX 1994-1996