Richard L. Goldstein,
CPA, CMA, CFE, MSTax, MBA
~ (209) 521-0716
Management Consultant, Financial Analyst,
Economist, Certified Public Accountant
Richard L. Goldstein,
CPA, Modesto, CA
September 1996 until
- Selected, hired,
trained, motivated and mentored new staff members.
- Prepared difficult and
complex Federal and State income tax returns: (Individual, Partnership,
Limited Liability Company, Non-Profit, Corporation, multi-state, etc.).
- Represented numerous
clients before the Internal Revenue Service and California Franchise Tax
Board saving clients hundreds of thousands of dollars.
- Prepared original prior
year income tax returns (back taxes) for many clients.
- Amended income tax
returns, both Federal and State for client refunds and in response to
letters from taxing authorities.
- Supervised up to four
staff members during peak times and for complex and difficult time driven
- Prepared quarterly and
annual payroll and local tax returns including Mill Tax, Sales Tax,
Federal 943s, 941s, 940s, W-3s, W-2s, 1099 Miscellaneous, etc.
- Researched, analyzed and valued
/ evaluated over 300 potential and existing businesses, including
appropriate economic and industry metrics, cash-flow, income and cost
- Analyzed and calculated
lost wages and other economic losses for expert witness testimony.
- Investigated income and cash
flow transactions for court ordered alimony and child support.
- Evaluated financial and
tax consequences of settlements in various litigation matters including
structured settlements and potential payout dates to minimize income tax
cost and to maximize client return.
- Testified as expert witness: Federal Court, Fresno,
California; Federal Bankruptcy Court, Modesto, California; Stanislaus
County Superior Court, Modesto, California; Department of Worker’s
Compensation, State of California.
Financial Analyst, Assistant to Controller,
Escalon Packers, Inc., (a wholly owned subsidiary of Heinz,
USA), Escalon, CA
June 1994 to September 1996
- Assisted controller for wholly owned subsidiary of
Fortune 500 Company with month-end and year-end close including
complicated adjusting journal entries and complex management schedules.
- Interfaced with engineering, manufacturing, technical and
managerial staff to complete difficult, complex projects on time.
- Cost Accounting, calculated
volume and price variances, including time, material and manpower for new
and existing products to allow management to be fully informed and to make
proactive decisions for day to day operations: full absorption and process
costing are both part of my skill set.
- Designed and employed
computer spreadsheets and data base management systems to analyze complex financial data.
- Forecasted, budgeted and
completed profit / cost analyses for Fortune 500 subsidiary, including
damage losses during natural gas outage and other workflow stoppages
including special deadline intensive projects.
- Trained, mentored and
assisted staff and management personnel regarding the usage of Microsoft
Office, accounting and other software and hardware related packages.
Staff Accountant, Computer Specialist
Rick Dahseid, CPA, Modesto, CA
February 1992 to May 1994
- Audited, reviewed and
compiled full disclosure financial statements for closely held companies.
- Prepared Federal and
State income tax returns: (Individual, Partnership, Non-Profit,
- Calculated fixed asset and
depreciation schedules (Book, MACRS, AMT, ACE, etc.).
- Installed and maintained
computer network, including personal computers, peripherals and software.
Master of Business
(MBA), GPA 3.83 on 4.0 scale, Amberton
University, Garland, Texas.
Master of Science,
(MSTax), Cum Laude, Washington
School of Law, Sandy Utah.
Bachelor of Science,
Business Administration, (BS), Cum Laude, California State University,
Stanislaus, Turlock, California.
Suma Cum Laude, Hartnell College, Salinas,
General Education, (Two Years, Upper
Division, Credit / No-credit), University of California Santa Cruz, Santa Cruz,
Associate Degree in
(AA), Cum Laude, Monterey Peninsula College, Monterey, California.
ACCREDITATION & AFFILIATIONS
State Board of
(CFE), Association of Certified Fraud Examiners.
Certified Management Accountant, (CMA), Institute of Management Accountants.
Member: Institute of Management Accountants
Member: National Association of Certified Fraud Examiners