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Theona J Daun CDFA®, CFF, CGMA® , CPA
O'Shell Daun CPAs
1475 Centrepark Blvd, Suite 115 |
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Curriculum Vitae of Theona J. Daun, CPA, CDFA™ O'Shell Daun CPAs 1475 Centrepark Boulevard - Suite 115 West Palm Beach, Florida 33401 Education and Certifications: 2006 Florida Certified Public Account Licensure 2003 Certified Divorce Planner Certification now known as Certified Divorce Financial Analyst Certification 1997 Certified Public Accountant licensure New York 1988 Queens College, New York, New York Bachelor of Science in Accounting and Information Systems Professional Experience: 2019 to Present Partner in O'Shell Daun CPAs 2007 to 2019 Partner in Boca Raton Forensic Accounting Practice 2000 - 2007 Daszkal Bolton LLP Manager in Litigation Services Department. Participated in Family Law matters in Broward and Palm Beach Family Courts, including the preparation of financial affidavits, family law interrogatories, lifestyle studies, matters of production, and preparation of plans of equitable distribution. Also provides analysis of alimony options, related financial planning and attends mediations and settlement conferences. Provides testimony at deposition and trial in Palm Beach County. 1996 – 2000 Millward & Co. CPAs Audit Senior responsible for conducting audits, reviews and compilations for public and privately held companies. Prepared Federal and State corporate and individual tax returns. Supervised staff on client engagements. 1994 - 1996 Foley and Associates Construction Co., Inc. Controller responsible for the preparation of monthly financial statements and job schedule, cash flow statements, projections and annual budget. Reviewed corporate and state tax returns. Prepared all workpapers and schedules for annual audit. Supervised accounting department staff. 1992 - 1994 Ocean Development Group, Inc. Assistant Controller responsible for the production of monthly financial statements for multiple real estate corporations. Prepared all workpapers for annual audit and review. Approved invoices processing and reconciled hypothecated loan accounts monthly. 1991 - 1991 Olivari & Associates, Certified Public Accountants Staff Accountant responsible for completing audits, reviews, compilations and monthly write-ups. Prepared corporate, partnership and individual tax returns. 1988 - 1990 Anchin, Block & Anchin, Certified Public Accountants Senior Auditor responsible for performing audits, reviews, compilations and monthly write-ups. Prepared corporate, partnership, fiduciary and individual tax returns. Professional Affiliations: American Institute of Certified Public Accountants New York State Society of Certified Public Accountants Florida Institute of Certified Public Accountants Institute for Certified Divorce Planners |
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