Brad Wittner, CPA
Brad graduated from California State University of Chico with a Bachelor of Science Degree in Business Administration in May 1982, with a concentration in accounting. He became a CPA in January of 1989.
During the past 30 years, Brad worked nine years in Public Accounting practices, six years in the private sector, and the remaining years as a self employed sole practioner.
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While in Public Accounting, his duties included:
Compiling financial statements, preparing employment tax returns, sales & use tax returns, and business property tax statements.
Performing financial statement audits, reviews, & tax accounting and return preparation for corporations, partnerships & sole proprietors as well as tax projections.
Training and supervising subordinates, designing & presenting in-house seminars.
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While working in the private sector, primarily as a Controller, he was responsible for:
Cash flow statements, projections, and budgets.
Preparation of employment, sales & use tax reports.
Preparation of internal financial statements.
Oversight of sales/use tax & property tax audits.
Cash management, personnel management, and year end financial statements & analysis.
Corporate & shareholder income tax requirements
Negotiating contracts with insurance, banking, payroll & other outside services
401(K) pension plan compliance & cost
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As a sole practioner, Brad has focused primarily on income tax preparation, consulting on business and tax related matters, and obtaining mortgage loans, refinances, and reverse mortgages for his clients.
CPA license #52302E
NMLS #320470