AREAS OF EXPERTISE
Corporate, Partnership, Estate, Trust and Individual Income Taxation, Tax Planning and Compliance Reporting.
RESPONSIBILITIES
Corporate, Partnership, Estate, Trust and Individual Income Taxation, Tax Planning and Compliance Reporting.
PROFESSIONAL EXPERIENCE
Certified Public Accountant in the state of California for over thirty-five years. Dean has over fourty-four years of diverse accounting and tax experience in public accounting. Dean has broad experience in Federal, California and multi-state income tax planning for real estate development, construction, manufacturing and distribution, service industries, and individual clients of our firm.
PROFESSIONAL AFFILIATIONS
Mr. Norling is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
EDUCATION
Bachelor of Science degree in Business, California State University at Los Angeles.
AREAS OF EXPERTISE
Drawing on twenty-nine years of experience in public accounting, Bob Staiger has developed a broad base of technical experience in serving businesses ranging from small, closely held companies to multinational corporations. He has gained significant experience in issues affecting a wide range of industries including manufacturing, distribution, transportation, construction, food services, petroleum, technology, and professional services companies.
RESPONSIBILITIES
Bob Staiger oversees the firm's $COPE PROGRAM and SWENSON UNIVERSITY, which helps clients successfully grow and manage their businesses more effectively through adopting performance measurement and management techniques.
PROFESSIONAL EXPERIENCE
Certified Public Accountant (CPA) in the state of California. Certified Global Management Accountant (CGMA). Certified Professional TTI DNA and Behavioral Analyst (TriMetrix and DISC). Over six years public accounting experience with the international public accounting firm of Price Waterhouse, LLP (now known as PricewaterhouseCoopers) as an audit manager serving middle market and large publicly held corporations. Prior to joining Price Waterhouse, Bob Staiger served as a general accountant for a subsidiary of one of the largest privately owned companies in America.
PROFESSIONAL AND COMMUNITY AFFILIATIONS
Bob Staiger is the lead instructor for the firm's Swenson University. He also has conducted workshops on the Measure of Excellence Program, Activity Based Costing, $COPE Performance, and other timely management topics for the Inland Empire Controllers Network and other professional and service groups. In 2003, Bob Staiger founded SWENSON UNIVERSITY, an accelerated MBA style executive training program for Inland Empire business owners and key managers who are committed to well-managed growth. Bob Staiger is a member of the Consulting Accountants' RoundTable (a national organization of CPAs focused on providing performance measurement services), the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He is a member of the Cal Poly Pomona University Accounting Advisory Council and is past chairman of the Council's Accounting Hall of Fame committee. Bob Staiger is also an advisory board member to two Inland Empire companies.
EDUCATION
Bachelor of Science degree in Accounting, Cal Poly University, Pomona.
AREAS OF EXPERTISE
Scott Maxwell is a CPA with 26 years of experience in providing tax consulting services to manufacturing, distribution, construction, real estate, oil and gas, professional service organizations, retail, distribution and closely held corporations. Scott has a very broad base of technical experience in serving many businesses from small entrepreneurial companies to large multinational publicly owned corporations. Scott has gained significant experience in advising clients regarding mergers and acquisitions, multi-state taxation and tax credits.
RESPONSIBILITIES
Scott Maxwell is a tax principal of Swenson Corporation in Rancho Cucamonga, California, a Certified Public Accounting firm with a forward planning focus.
PROFESSIONAL EXPERIENCE
Scott formerly worked as a tax manager with Price Waterhouse in San Diego. While with Price Waterhouse, he served as tax manager on numerous engagements with large manufacturing and distribution companies, high technology companies, closely held corporations, and real estate related organizations.
PROFESSIONAL AND COMMUNITY AFFILIATIONS
Scott Maxwell is a member of the American Institute of Certified Public Accountants and the California State Society of CPA's. He served as the Tax Committee Chair of the Citrus Belt Chapter of the California Society of CPA's, and is a member of the Statewide Committee on Taxation.
EDUCATION
Bachelor of Science degree in Accounting, California Polytechnic State University, San Luis Obispo.
AREAS OF EXPERTISE
Jinnefer Razo has over 18 years of experience in public accounting. Through her years of experience, she has gained proficiency with COSO - the building blocks for a sound financial accounting structure, internal controls, job costing, overhead allocation, and contract accounting. Jinnefer has extensive knowledge with revenue recognition, stock based compensation and various stock transactions. She has tremendous experience with various industries in Manufacturing, Construction, Logistics and Distribution, Real Estate, Software, and Professional Service entities, including but not limited to Physicians and Attorneys. In addition to audits and reviews of privately held businesses, she also performs audits of various employee benefit plans, Defined Contribution, Defined Benefit and Employee Stock Ownership Plans (ESOPs).
RESPONSIBILITIES
Jinnefer Razo is a principal of Swenson Corporation. She oversees the establishing, monitoring and reviewing of the firm’s quality control policies and procedures for auditing and accounting engagements, recommends and coordinates the audit staff’s CPE to ensure that all staff are up to date and properly trained, maintains and updates the audit and accounting library, references, audit programs and checklists. She is the Designated Partner for the firm’s membership in the American Institute of Certified Public Accountant’s (AICPA) Employee Benefit Plan Quality Center (EBPQC). She manages and supervises the audit staff for the firm’s audit and attestation services.
PROFESSIONAL CREDENTIALS AND EXPERIENCE
Jinnefer is a Certified Public Accountant in the State of Nevada (CPA). She holds practice privileges in State of California as a CPA. In addition, she holds the Certified Global Management Accountant (CGMA) certificate.
PROFESSIONAL AND COMMUNITY AFFILIATIONS
Jinnefer is a member of the American Institute of Certified Public Accountants. She serves as Treasurer Board member of the Track & Field for Ayala High School Boosters. She assists with her church as much as possible and where needed most.
EDUCATION
Bachelor of Arts degree in Accounting at the University of Arizona, Tucson.
Completed graduate courses at the University of Nevada Las Vegas in various accounting, auditing and tax classes, while working to assist and further her career in audit and tax.
Partner Emeritus
AREAS OF EXPERTISE
Joe joined Swenson Corporation in 1996. Prior to joining Swenson, Joe was with Ernst & Young LLP, for over twenty-seven years. He had developed a broad base of technical experience in serving many businesses including small, entrepreneurial companies as well as large multinational publicly owned corporations. Industries that have benefited from his experiences include banking, oil and gas, manufacturing, construction, heavy equipment sales, distribution, and retail companies as well as professional service organizations.
RESPONSIBILITIES
Joe is a principal emeritus, and is available to clients on an as needed basis for any audit and review services provided by Swenson. He maintains an office with the firm and continues to consult with existing and prospective clients.
PROFESSIONAL EXPERIENCE
Certified Public Accountant in California and Ohio. Joe has over 45 years of public accounting experience. Prior to joining Swenson, he attained twenty-seven years with the international public accounting firm of Ernst & Young LLP, half of which was in the headquarters' practice office in Cleveland, Ohio and the remaining most current half in the Inland Empire office.
PROFESSIONAL AND COMMUNITY AFFILIATIONS
Joe is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He is a member of the board and chairman of the audit committee of a publicly owned bank headquartered in the Inland Empire. He is also a past Executive Fellow for the University of California at Riverside School of Business, Advisory Council for the A. Gary Anderson Graduate School of Management and member of the Board of Trustees for Riverside Art Museum.
EDUCATION
Bachelors in Business Administration degree in Accounting, Kent State University.