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| John
Andersen, Certified Public Accountant John A. Andersen is a founding principal
of Andersen, Horie & Company. Prior to joining with Karie Y.
Horie to form Andersen, Horie & Company, Mr. Andersen Professional Experience: Mr. Andersen has over thirty years experience in public accounting. He gained his initial experience with Adams and Becker, CPA's in New York. Subsequently, he worked in the tax department of Peat Marwick Main and then the tax department of Laventhol & Horwath. Next, he joined Pannell Kerr Forster, where he served five years in their New York tax department. In 1979, he transferred to the Los Angeles office of Pannell Kerr Forster where, in 1981, he was promoted to partner of the tax department. In 1982, he became the firm's Southwest Regional Tax Partner and was appointed to serve on the firm's National Tax Committee. In January 1985, Mr. Andersen left Pannell Kerr Forster to become a partner in the Pasadena firm of Edwards, Louie & Shindo where he developed the firm's tax and small business accounting practice. Education: In 1972 Mr. Andersen received his Bachelors of Business Administration degree with a major in Accounting from Iona College, New Rochelle, New York. Before that, Mr. Andersen served in the United States Naval Reserves Submarine Service for three years. Professional Activities & Certifications: Mr. Andersen is a Certified Public Accountant in California and New York. He is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, a member of the Coalition of Collaborative Divorce, and past member of the International Association for Financial Planning - San Gabriel Valley Chapter. From 1983 through 1986, Mr. Andersen served as a member of the Responsibilities in Tax Practice Subcommittee of the American Institute. He has authored articles and given speeches on pertinent tax topics. Mr. Andersen is a board member of the Foothill Unity Center, the United States Submarine Veterans' Charitable Foundation, and the Kiwanis Club of Monrovia. Other Activities: Currently, Mr. Andersen is the Treasurer of the United States Submarine Veterans’ Charitable Foundation, board member of the Santa Anita Family YMCA and an 18-year member of the Kiwanis Club of Monrovia. Mr. Andersen has also served on the board of the Foothill Unity Center, and was Area Coordinator, Publicity Director, Regional Treasurer, Divisional Commissioner, and Assistant Regional Commissioner for the American Youth Soccer Organization. He also served as treasurer of the Claremont American Little League, and a past member of the Los Angeles Taxpayers Association, the Claremont Chapter of Toastmasters International and the National Council on the Aging, Inc. He was the Senior Vice-Commander (1 year) and National Treasurer (3 years) of the United States Submarine Veterans, Inc.
Karie Y. Horie, Certified
Public Accountant Professional Experience Karie Y. Horie is a founding member of Andersen, Horie & Company. Ms. Horie joined Andersen & Company in August 1990 and was appointed to the position of Manager in January 1995. Ms. Horie has been in public accounting since 1985. She began her career with Edwards, Louie & Shindo in Pasadena where she gained experience in auditing, taxation, and health care consulting. She later joined J. Arthur Greenfield and Company in Westwood where she gained further experience in taxation. Education Ms. Horie earned her Bachelor of Science degree in Accounting from Loyola Marymount University in 1985, while working part-time as an accounting clerk at TRW and Health Care Microsystems. Professional Activities and Certifications Ms. Horie is a Certified Public Accountant in California. She is a member of the American Institute of Certified Public Accountants and of the California Society of Certified Public Accountants. Other Activities Currently, Ms. Horie is a board member of the Monrovia Chamber of Commerce, and a member of the Executive Women’s Golf Association. Ms. Horie has also served as board member of Quota International of Monrovia-Duarte, the International Business Fraternity of Delta Sigma Pi (Southern California Alumni Chapter) and of the Loyola Marymount University Asian Pacific Alumni Association. Ms. Horie is fluent in Japanese.
M. Howard Pell, CPA Professional Experience Mr. Pell has over 30 years experience in public accounting. He was associated with Pannell Kerr Forster from 1973 to 1986 as a member of its professional staff. For most of that period, he was engaged in the Firm’s tax practice. In 1986, he became the tax partner of a local firm, Rosenberg Selsman & Company, CPA’s and practiced there for 10 years. In 1996, he returned to PKF as the Firm’s Director of Tax Services, and held that position until January, 2007, when he joined Andersen Horie & Company. Mr. Pell is experienced in tax research and planning in a variety of different industries, including the real estate industry, property and casualty insurance companies, manufacturing clients, international taxation, as well as not-for-profit organizations, individual tax planning and compliance, and estates and trusts. His expertise is at all tax authority levels, including federal, state and local income taxes and sales taxes. Mr. Pell has conducted client seminars on various topics, as well as participating in State Society seminars for the accounting profession. He has authored several articles on tax issues which were published in The CPA Journal, and The Tax Advisor. He co-authored a book pertaining to hospital auxiliaries. Education In 1973, Mr. Pell received his Bachelor of Science degree in Accounting (summa cum laude) from the New York Institute of Technology, Westbury, New York. Professional Activities and Certifications Mr. Pell is a Certified Public Accountant in New York and New Jersey ( Florida license pending). He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). He served on various New York State Society tax committees including: Tax-Exempt Organizations, Management of a Tax Practice, Interstate Taxes, Pension Plans, and Relations with the Internal Revenue Service. He currently serves as Treasurer of a tax-exempt organization in New Jersey, Art Center Chamber Music Concerts, whose purpose is to bring high quality chamber music concerts to his community. He has also served on the board of the Manhattan branch of Visions, an organization dedicated to helping blind persons.
Diane C. Jewitt, Staff Accountant Professional Experience In January, 2006, Mrs. Jewitt rejoined Andersen, Horie & Company. Mrs. Jewitt has over twenty-five years experience in the accounting field. She began her career as an Accounting Clerk in the Income Tax Department of State Street Bank and Trust Co. in Boston Massachusetts, and then as Assistant Administrator for the investment advisory firm of Studley, Shupert, and Co. Following her relocation to Los Angeles she joined Titech International as Assistant Controller, then as a part time Financial Manager/Bookkeeper for Some Crust Bakery. She joined Andersen & Company in 1988 as a Bookkeeper and performed monthly accounting, financial and payroll tasks. In 1998 she joined CETUSA in Rancho Cucamonga (a non-profit student exchange organization) as Office Manager and Accountant. Then, she became Controller of NBS Validation, Inc. a family business. Education In 1968, Mrs. Jewitt received her Associates degree in Computer Programming with a Minor in Accounting from Bryant and Stratton College in Boston, Massachusetts. Other Activities Mrs. Jewitt served as Treasurer and Coach for Claremont AYSO; Official Score Keeper for Claremont Little League; and Treasurer for Claremont Meals on Wheels. She also served as a board member of Claremont High School bank boosters. She currently goes on a semi-annual trip with her church to assist at a ranch for mentally challenged adults. . Carolyn T. Wong, Office Manager Professional Experience In January, 2003, Ms. Wong joined Andersen, Horie & Company. Ms. Wong has over twenty-five years experience in the secretarial and administrative fields. She began her career in 1976 as Intake Secretary for the Pacific Asian Consortium in Employment, Inc. Later, she worked as Secretary for The Bekins Company (Corporate Controllers Office); Audit Secretary for Ernst & Ernst (now Ernst & Young); Secretary III for U-Rent Furniture (100% subsidiary of The Bekins Company) and Secretary/Administrative Assistant for Edwards, Louie & Shindo, Inc. Ms. Wong’s past experience include secretarial duties, accounts payable, cash receipts, bank reconciliation, time and billing, payroll, bookkeeping for clients, personnel and fringe benefits administration (process new hires and termination, interact with employee(s) regarding fringe benefits, policies and procedures, cafeteria plan and 401K elections and reporting information to the 3 rd party administrator), collate tax returns, Form 1099-MISC reporting, and payroll tax returns.
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