2006 to present:
Firm Owner –Steven Christopherson - CPA CFE MST, San Francisco, CA and Honolulu, HI:
Tax planning, consulting and tax return preparation for:
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Individuals
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Small business and owners
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All taxable entities including trusts and estates
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Real estate tax planning and consulting - including like-kind exchange analysis & planning
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Multi-state filings for individuals and business
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Choice of entity planning - for tax minimization and asset protection
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Location planning (CA/HI vs non-tax states, such as NV, WA, etc)
Tax entities and types of tax returns - including:
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Individuals: Forms 1040, 540 (CA), N-11(HI).
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Fiduciary returns: Estates and Trusts forms 1041
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S and C corporation returns: 1120, 1120S
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Estate & Gift tax returns: Forms 706 & 709
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Partnerships: 1065
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Many other tax returns: Including sales and use taxes, HI GET tax filings, etc
Fraud and forensic accounting investigations - civil and criminal
Expert witness - related to fraud and forensic accounting investigations
Financial accounting and internal financial control consultant
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Compilations, Reviews and Audits
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Accounting systems consulting (Quickbooks, Peachtree, Accpac, Master Builder & others)
1990 to 2006:
Senior Manager –Tax & Accounting –Forensic Investigation –local CPA/consulting firm, San Francisco, CA:
Tax projects: Tax planning, tax return preparation & review of simple to very complex tax entities and profiles:
Individual income tax returns
Estates and Trusts (form 1041)
Estate tax returns (form 706)
Partnerships
Corporations – C & S
LLC tax returns
Payroll and Sales/Use tax
Multi-state filings (
New York
,
Oregon
,
Hawaii
,
Arizona and others)
Accounting projects:
Compilations, Reviews and Audits
Accounting systems consulting (Quickbooks, Peachtree, Accpac, Master Builder & others)
Consulting and Special projects:
Business valuations (for stock options, sales, purchases, mergers/acquisitions)
Fraud/forensic accounting investigation – embezzlement recovery
Internal control evaluation, analysis and consulting
Solvency analyses for bankruptcy trustees and attorneys
Expert witness – for fraud investigations
1987 to 1990:
- Internal Revenue Agent – Internal Revenue Service,
San Francisco
,
CA:
Auditor of small business (partnerships as well as S and C corporations) and individual business tax returns.
Completed IRS 3 year Revenue Agent training program:
Extensive classroom and on-the-job training in tax law application, tax research, and IRS audit techniques.
1997 to 1998:
– Consultant - international banking industry, San Francisco, CA:
Year 2000 system consultant - Bank of America, Global Product Services
Acting Accounting Manager – Fireside Thrift
Tax compliance testing and consulting - Wells Fargo Bank
Projects related to systems integration – Wells Fargo & First Interstate Banks
Fixed asset reporting system improvements and integration - Wells Fargo Bank
Suspense account reconciliation project
Consulting projects related to marketing reports –Wells Fargo, Business Banking Group
1984 to 1987:
– Controller - hotel, restaurant, hospitality industry, various locations in CA:
Accounting systems set-up
Internal control system set-up and audits
Month and year-end close
Budgeting and forecasting
Key management team advisor
- Real estate investing activities (ongoing):
Real estate investing, fix-up and remodel houses for sale. Consult with clients, and their real estate agents, regarding real estate investing and tax implications related thereto. Includes mortgage broker services.
