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

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

• 2007 - Present   Pulliam & Associates, Chartered, Shareholder
• 2003 - 2007      Hooper Cornell, Senior Accountant
• 1999 - 2002      Albertsons, Tax Accountant

Jerod’s provides tax and accounting-related services to closely held entities and its stakeholders.  His areas of concentration include real estate and construction contractors; professional athletics and entertainment; multi-state taxation; professional service firms; retail franchises; charitable remainder trusts, estates, and private foundations; non-profits. 

Education & Certifications

• B.B.A. Accounting and M.I.S. (Management Information Systems) – Gonzaga University
• Certified Public Accountant – Idaho

Professional Activities & Associations

• American Institute of CPAs (AICPA)
• Idaho Society of CPAs (ISCPA)
• Boise Public Schools Foundation- Board Member, Finance Committee, Grant Committee

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

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, 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

• 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!

Work History and Special Knowledge

• 2015-Present Pulliam & Associates, Chartered
• 2013-2015 Phil Cundit P.C. 

Andrew has four years experience in public accounting. He has expertise in indvidual and business taxation, governmental, not-for-profit, and ERISA audits.

Education and Certifications

• B.S. Accountancy - North Dakota State University
• MAcc Accountancy - North Dakota State University
• Certified Public Accountant - Idaho

Professional Activities & Associations

• Beta Gamma Sigma
• American Institute of CPAs (AICPA)

Other Activities

Andrew is an avid sports fan who likes playing soccer, basketball, and fishing in his spare time. He also is a volunteer Scout Master for the Boy Scouts of America.

Work History and Special Knowledge

Karen has over 35 years of experience providing accounting, consulting and tax services. Her years of experience include providing income tax sevices to individuals, businesses, and tax planning for high wealth individuals. in addition to being a CPA, she is a Certified Fraud Examiner (CFE) with experience providing forensic accounting services and litigation support services to clients and law firms in Idaho.

Education and Certifications 

• B.S. Accounting - University of Maryland
• M.S. Taxation - Golden Gate University
• Certified Public Accountant - Idaho 
• Certified Fraud Examiner

Professional Activities and Associations

• American Institute of CPAs (AICPA)
• Idaho Society of CPAs (IACPA)
• Association of Certified Fraud Examiners (ACFE)

Other Activities

Karen enjoys skiing, golfing, hiking, biking, trips to the Oregon coast and just spending time outdoors. She is an avid dog lover, especially golden retrievers that are always part of her family.

Work History and Special Knowledge

Kristi has more than 12 years of auditing and accounting experience. She provides audit and advisory services for nonprofit organizations, governmental entities, and small businesses.  She also specializes in federal compliance audits. She joined Pulliam & Associates in 2017. After graduating from Idaho State University, Kristi was a Senior Manager in the Anchorage, Alaska office of a large national firm where she worked with a variety of clients ranging from small to large with revenues from $50,000 to $1 billion. She also served as an in-house quality control reviewer. For the 3 years prior to joining Pulliam & Associates, she was the Senior Director of Finance for a non-profit social service agency where she oversaw the accounting and compliance functions for several organizations and subsidiaries.

Education and Certifications

• B.B.A. Accounting - Idaho State University
• Certified Public Accountant - Idaho

Professional Activities & Associations

• American Institute of Certified Public Accountants (AICPA)
• Idaho Society of Certified Public Accountants (ISCPA)
• Government Finance Officers Association Special Review Committee – Certificate of Achievement for Excellence in Financial Reporting Program (CAFR Program)

Other Activities

Kristi has served on several nonprofit organization boards and committees.  She has also served as a guest speaker and technical trainer for various statewide organizations and boards of directors.

Work History and Special Knowledge

Hank has practiced public accounting since 2010. His experience includes providing accounting and assurance services to a wide range of companies, with his primary focus on employee benefit plans, construction, real estate and defense contracting industries. Prior to joining Pulliam & Associates in 2018, Hank held a management position with Moss Adams in San Diego.

Education and Certifications

• B.B.A. Accountancy – University of Idaho
• Certified Public Accountant (CPA) – California
• Certified Public Accountant (CPA) - Idaho
• CCIFP (Certified Construction Industry Financial Professional)

Professional Activities & Associations

• American Institute of CPAs (AICPA)
• Idaho Society of CPAs (ISCPA)
• California Society of CPAs (CALCPA)
• Construction Financial Management Association (CFMA)
• Institute of Certified Construction Industry Financial Professionals (ICCIFP)

Other Activities

Hank served as a Board Member with the CFMA San Diego Chapter and took great pride in continuing education for industry professionals. Growing up in Washington, Hank is a Seattle sports enthusiast. Hank has volunteered at Feeding America and the San Diego Humane Society and is looking forward to exploring similar endeavors in Boise.

Work History and Special Knowledge

Naomi has 14 years of bookkeeping and tax preparation experience, and previously lived in California and Colorado before coming to Idaho.  

Education and Certifications

• B.S. in Accounting - University of Phoenix
• QuickBooks ProAdvisor Certified

Other Activities

Naomi is an avid football fan and claims the Denver Broncos as her professional favorite.  She has previously volunteered at Working Solutions, and enjoys camping and reading murder mysteries. 

Work History and Special Knowledge

Kayleen has fiveyears experience working in accounting in both Montana and Idaho. She has special knowledge in Temporary Foreign Agriculture H-2A Visa program & foreign tax returns. She is also very proficient in QuickBooks Desktop and QuickBooks Online.

Education and Certifications

• B.S- Business Administration, emphasis in Economics - Montana State University
• Kayleen is currently working towards her Master's degree in Accountancy as well as becoming a QuickBooks ProAdvisor Certified.

Professional Activites and Associations

• Women Ignite International

Other Activities

Kayleen is a wife of a wonderful husband and mother of two great kids. She loves to ski, hike, and camp during the summer. She has passion for interior design and gardening which is what you'll find her playing around with during the weekends.

Work History and Areas of Special Knowledge

Education and Certifications

B.S. Business, Minor in Entreprenueurship - Western Oregon University

Professional Activities and Associations

Other Activities

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.