Graduated with High Honors from California State University at San Bernardino, with a Bachelor of Science – December 1997
I also hold an associate degree from Riverside Community College – June 1994.
I have over 20 years in taxation and bookkeeping, as well as many years experience in audits, reviews and compilations.
I also headed up the tax problem resolution department for a small tax & bookkeeping company.
Winifred Stephany, CPA – Accountant – Full charge bookkeeping, Tax return preparation, Payroll and sales tax return preparation. – 2/15/01-12/31/06
Streit & Peter’s CPA’s. Inc. – Associate – Head up the accounting services department, prepare tax returns (individual, corporate, partnerships, LLC, Fiduciary, Estate, Gift, Exempt Org.), as well as performing Audits, Reviews and Compilations of various types entities. – 1/1/07-10/31/12
Smith Marion & Co. LLP – Manager – Head up accounting services and prepare tax returns. – 11/1/12-current
Hiking, Gardening, Photography, Reading & Family
Certified Public Accountant – June 10, 2005
Enrolled Agent – 1990
California Society of Certified Public Accountants – October 1995 to current
Phi Kappa Phi – Life time member since 1997
Phone: (909) 307-2323