Experience

Red Stone Equity Partners, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Director | Portfolio Management, Finance

  • Jan 2023 - Present

  Long Beach, California, United States

• Senior Vice President | Portfolio Management, Finance

  • Jan 2021 - Jan 2023

  •Updated financial models of tax credit investments to provide accurate tax benefit projections and current internal rate of return calculations for Quarterly Investor Reporting •Ensured timely delivery of annual audit and tax returns to Investors for Red Stone Investment funds •Reviewed Cost Certifications, IRS Form 8609(s), Debt Service Coverage Ratio calculations, and 10% Test reviews for tax credit investments

• Vice President | Portfolio Management, Finance

  • Jan 2016 - Jan 2021

• Assistant Vice President | Portfolio Management, Finance

  • Jul 2013 - Jan 2016



CBIZ Berntson Porter

• United States
• Accounting
• 1 - 100 Employee

• Tax Senior

  • Jan 2013 - Jun 2013

  Greater Seattle Area •Displayed strength in preparing and reviewing Partnership, S Corporation and Individual income tax returns and related workpaper support •Served multiple industries including real estate, construction and manufacturing clients •Performed various research projects on tax matters and completed written communication •Filed multi-state and local income tax returns



Newman Dierst Hales, PLLC

• Accounting
• 1 - 100 Employee

• Tax Senior

  • Jun 2010 - Jan 2013

  Greater Seattle Area •Prepared and reviewed Partnership, S Corporation and Individual tax returns •Performed various research projects on tax matters and completed written communication •Filed multi-state and local tax returns including B&O, sales, and personal property tax filings •Prepared accurate payroll filings for clients on a quarterly basis •Served niche populations of owner operated businesses, high net worth individuals and clients with international tax issues •Participated in year round… Show more •Prepared and reviewed Partnership, S Corporation and Individual tax returns •Performed various research projects on tax matters and completed written communication •Filed multi-state and local tax returns including B&O, sales, and personal property tax filings •Prepared accurate payroll filings for clients on a quarterly basis •Served niche populations of owner operated businesses, high net worth individuals and clients with international tax issues •Participated in year round tax planning to help clients make proactive decisions that minimize income taxes

• Tax Staff

  • Jun 2008 - Jun 2010



State of Washington

• Government Administration
• 700 & Above Employee

• Excise Tax Examiner II, E-file Team

  • May 2007 - Jun 2008

  Olympia, Washington Area •Educated, advised and instructed taxpayers on proper reporting of Business & Occupation tax, Retail Sales and Use tax, Public Utility tax, and various other taxes •Adjusted taxpayer accounts upon receipt of amended returns, penalty waiver requests, field requests, and refund requests •Examined taxpayer accounts in a holistic manner to determine taxability and reconciled accounts accordingly •Issued tax assessments to correct reporting for previous and current periods •Provided… Show more •Educated, advised and instructed taxpayers on proper reporting of Business & Occupation tax, Retail Sales and Use tax, Public Utility tax, and various other taxes •Adjusted taxpayer accounts upon receipt of amended returns, penalty waiver requests, field requests, and refund requests •Examined taxpayer accounts in a holistic manner to determine taxability and reconciled accounts accordingly •Issued tax assessments to correct reporting for previous and current periods •Provided technical assistance on the Electronic filing (E-File) application •Effectively and appropriately utilized specialized software for investigation and tax examination purposes Show less



Blodgett & Company, PS

• Tax Intern

  • Jan 2007 - Apr 2007

  Spokane, Washington Area •Prepared and completed Federal Individual tax returns for 2006 tax year •Completed Schedule A, Schedule C and depreciation schedules



People to People Student Travel

• United States
• Travel Arrangements
• 1 - 100 Employee

• Accounting/Finance Intern

  • Sep 2006 - Jan 2007

  Spokane, Washington Area •Performed Sarbanes Oxley testing, including population selection, sampling, testing, and conclusions •Prepared 10Q and supporting schedules •Prepared Section 16 filings, including Form 4 Beneficial Ownership •Edited and proofed edgarized financials and filings •Prepared earnings press release with supporting schedules •Prepared Board of Director correspondence supporting proxy information •Completed research and support for federal telephone excise tax refund