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Catie Allison

Catie Allison

Head Staff Accountant

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location of Catie AllisonSanta Ana, California, United States

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  • Timeline

  • About me

    Vice President - Controller at Westar Associates

  • Education

    • University of Kentucky

      2012 - 2013
      Master of Science (MS) Accounting

      Activities and Societies: Beta Alpha Psi, Junior Achievement, intramural volleyball Intensive one-year MSACC program that integrated Becker CPA Exam classes and encouraged simultaneous completion of both a Master's of Science in Accounting and CPA certification.

    • University of Kentucky

      2008 - 2013
      Bachelor of Science (B.S.) Accounting

      Activities and Societies: National Society of Collegiate Scholars, Intramural basketball, Christian Student Fellowship student leader

  • Experience

    • Christian Student Fellowship

      May 2011 - Aug 2012
      Head Staff Accountant

      Process payroll information, reconcile checking accounts, track donations, create bimonthly cash report

    • Deloitte

      Oct 2013 - Jul 2014
      Tax Consultant

      Prepared tax returns for individuals, not-for-profit hospitals and fiduciary entities. Created financial statements for clients.

    • Barr Anderson & Roberts, PSC

      Jul 2014 - Dec 2015
      Staff Tax Accountant

      Prepare tax returns for individuals and small businesses; bookkeeping and accounting services; prepare 1099s; calculate fringe benefits for clients.

    • Dean Dorton

      Jan 2016 - Jul 2017
      Specialist in Tax Services

      • Manage projects from start to finish; communicate status updates with management; contact clients for information • Prepare tax returns for individuals, pass through entities, corporations and non-profits• Identify and document tax technical and engagement issues and risks• Research complex tax matters; advise clients on compliance and reporting

    • Haskell & White LLP

      Aug 2017 - Jun 2022

      - Manage engagements with multiple entities: build client relationships, create budgets for projects, schedule staffing assignments, and prepare client billing.- Prepare and review federal, state, and foreign tax filings and notice responses for allentity types, with an emphasis on real estate partnerships and high net-worth individuals.- Prepare and analyze quarterly annual tax projections for estimates and extensions.- Research technical tax issues and share findings with team.- Build a successful team via staff development and training. Show less

      • Tax Manager

        Jun 2021 - Jun 2022

      • Senior Tax Accountant

        Jan 2018 - Jun 2021

      • Staff Accountant

        Aug 2017 - Jan 2018

    • Westar Associates

      Jun 2022 - now
      Vice President - Controller

  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      California Board of Accountancy
      Dec 2018