Work History and Special Knowledge

Rachel has worked in the public accounting industry since 1999. Her experience includes accounting, auditing, and tax preparation for a variety of industries. Rachel’s areas of concentration include ERISA, construction, real estate, and professional services. She is experienced in financial statement preparation and planning for corporations, partnerships, and individuals.

Education and Certifications

• B.S. Agricultural Economics – University of California Davis, Davis
• Certified Public Accountant – Idaho 

Professional Activities & Associations

• American Institute of CPAs (AICPA)
• Kid For A Night-Chair (2017)

Work History and Special Knowledge

Pat Pulliam is a founding shareholder of Pulliam & Associates, Chartered, and has more that 44 years public accounting experience. Pat provides expertise in accounting, auditing, and complex tax issues. His industry areas of expertise include not-for-profit entities, local governments and CPA firm peer reviews. Pat values the importance of serving the public with integrity and professionalism.

Education and Certifications

• B.B.A. Accountancy – Boise State College, Boise (1973)
• M.B.A. - Boise State University, Boise (1977)
• M.S. Taxation – Washington School of Law, Utah (2001)
• Certified Public Accountant – Idaho (1975) - License #824

Professional Activities & Associations

• Idaho Society of CPAa (ISCPA)
• American Institue of CPAs (AICPA)
• Treasure Valley Estate Planning Council- Treasurer

Other Activities

Pat enjoys supporting BSU basketball and football. He enjoys gardening, working hard, and getting dirty. He enjoys his family and four grand daughters! He supports BSU, National Public Radio, The Food Bank, Wikipedia, and youth soccer.

Work History and Special Knowledge

Teresa Pulliam is a founding shareholder of Pulliam & Associates, Chartered. Teresa has more that 40 years public accounting experience. She provides tax, audit, consulting and business advisory services to a diverse client base. Her areas of concentration include manufacturing, real estate development, construction and professional services. As a Personal Financial Specialist (PFS), Teresa assists individuals in planning their personal financial futures.

Education and Certifications

• B.B.A. Accountancy – Boise State University, Boise
• Certified Public Accountant – Idaho 
• Personal Financial Specialist (PFS)

Professional Activities & Associations

• American Institute of CPAs (AICPA)
• Idaho Society of CPAs (ISCPA)

Other Activities

Teresa is a Rotary Club Member as well as a Rotary Club Special Committees Care Club Board Member.

Work History and Special Knowledge

Prior to joining Pulliam & Associates, Chris had over 30 years of public accounting experience including eight years as a tax partner with the Boise office of a major international accounting firm. He also served three years as a controller for a large private corporation in the automotive industry. Chris has provided comprehensive tax planning, business consulting and compliance services to public enterprises, private companies, high net worth individuals, estates, trusts and tax-exempt organizations.

Education & Certifications

• B.S. Accountancy - Idaho State University, Pocatello
• Certified Public Accountant - Idaho

Professional Activities & Associations

• American Institute of CPAs (AICPA)
• Idaho Society of CPAs (ISCPA)

Other Activities

Chris has been active in various community organizations including the Chamber of Commerce, Kiwanis, Treasure Valley United Way, Idaho Shakespeare Festival, Idaho Veterans Research & Education Foundation and Hillcrest Country Club.

Work History and Special Knowledge

• 2014 – Present  Pulliam & Associates, Chartered, Manager
• 1996-2014      Hooper Cornell, Partner

Marion has extensive experience in public accounting with a focus on income tax matters. She has experience in financial statement preparation, tax planning for high income tax payers, and representation before taxing authority.

Education and Certifications

• B.A. Economics - Boston University, Massachusettes
• Certified Public Accountant – Idaho
• Certified Fraud Examiner

Professional Activities and Associations

• America Institute of CPAs (AICPA)
• Idaho Society of CPAs (ISCPA)
• Association of Certified Fraud Examiners (ACFE)

Other Activities

Board member of Southwest Chapter of Idaho Society of CPAs. In her free time, Marion enjoys movies, books, and spending time with her family. 

Work History and Special Knowledge

Susie has experience working in public accounting for over 30 years. Her years of experience are concentrated in providing tax compliance and planning for individuals, business enterprises, estates and trusts. She also was a faculty member at Boise State University (1985-2010). She has been involved in numerous university and college committees and activities in addition to teaching graduate, upperdivision and lower division courses.

Education & Certifications

• B.S. Dental Hygiene- University of Washington, Seattle
• M.B.A - Boise State University, Boise
• Certified Public Accountant

Professional Activities & Associations

• Member Beta Alpha 
• Beta Alpha Psi - National Board member 2000-2005 
• Beta Alpha Psi Advisor 1990-2000;2005-2007

Other Activities

Susie has served on varous community boards and has volunteered for many organizations.

Work History and Special Knowledge

• 2014-Present  Pulliam & Associates, Chartered
• 2009-2014      Idaho Education Association, Director of Business and Finance
• 2002-2009      Clifton, Larson, Allen LLP (Formerly LeMaster Daniels), Audit                             Manager 
• 1997-2002      Harris & Co. PLLC

Ami has worked in public accounting since 1982, with the exception of 5 years spent as a financial manager for Idaho-based nonprofit organizations. Besides working closely with nonprofit orgnaizations on audits and IRS informational returns, she has a broad background in individual and trust taxes, business financial accounting, as well as employee benefit plan audits, and IRS reproting.

Education and Certifications 

• BBA Accounting -University of Montevallo, Alabama
• Additional Accounting Coursework - University of Texas at Arlington
• Certified Public Accountant - Idaho and Alabama
• Chartered Global Management Accountant

Professional Activities and Associations

• American Institute of CPAs (AICPA)
• Idaho Society of CPAs (IACPA)- CPE Committee 

Other Activities

Ami enjoys many outdoor activities in the Boise Foothills, as well as other parts of Idaho, such as biking, hiking, and skiing. She volunteers at her local church. She's also a huge soccer fan and loves a good English Premier League game. As an Alabama native, she supports the Alabama Crimson Tide football team. Roll Tide Roll!

Professional Designations:

1. Certified Public Accountant

 Work History and Areas of Special Knowledge:

Vice President of Finance for a private equity backed addiction recovery and behavioral health company. Coordination and oversight of accounting functions, including internal and external reporting

Audit manager specializing in construction and healthcare industries. Managed financial statement preparation and tax projects for large multistate entities.

Education (school/degrees) and Certifications (CPA, PFC, QBKs ProAdvisor):

1. Masters of Science Accountancy, Taxation (Boise State University) 
2. Bachelor of Business Administration, Accountancy (Boise State University)

 Work History and Areas of Special Knowledge:

• Automotive industry
• Construction parts industry
• Personal Finance

 Education & Certifications

• Boise State University Bachelor’s in Accounting
• CPA in progress

 Current Civic, Charitable Activities and Interests:

Noah enjoys the outdoors, riding fourwheelers, hiking and camping. He is an active member of the New Plymouth First Baptist Church where he and his wife Rosi met.

Work History and Areas of Special Knowledge:

Eric has special knowledge with representing and fulfilling accounting needs in prior employer's ERP system. Eric has extended knowledge with bookkeeping, which includes: accounts receivables, accounts payables, bank reconciliation, and commercial mortgages.

Education (school/degrees) and Certifications (CPA, PFC, QBKs ProAdvisor):

1. Bachelor’s Degree in Accountancy
2. Bachelor’s Degree in Business Administration

Experience

Elizabeth is experienced in payroll processes as well as overall bookkeeping knowledge. She has in depth experience with QuickBooks and solving technical accounting issues.

Previous industries worked: Retail Customer Service, Plumbing industry, Environmental industry 

Education:

AAS in Bookkeeping & Accounting from CWI

Current Civic, Charitable Activities & Interests:

Elizabeth enjoys spending time at home reading, playing with her dog and cat, or just hanging out with her husband playing board games.

Areas of Special Knowledge: Bookkeeping & Payroll

Education: College of Western Idaho - Accounting

Education and Certifications 

• New Plymouth High School

Other Activities

Rosi enjoys walking, hiking, biking, and just being in the sunshine. She actively volunteers with her church and has particpated in two service trips to Mexico.

Education and Certifications 

• B.S. Socialwork, Communications minor -Univeristy of Wisconsin-Stevens Point

Other Activities

Becky enjoys spending time with her family camping, boating, hiking and skiing.