John Rudisill, CPA/PFS
John Rudisill is a Colorado "native" who graduated from the University of Denver with a B.S. in Business Administration and a major in accounting.
Immediately after graduation, he became a Certified Public Accountant in the State of Colorado. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants.
Additionally, John is one of only 3,800 CPAs in the United States to hold the credential of PFS, Personal Financial Specialist. The PFS credential is granted by the AICPA exclusively to CPAs who have demonstrated a combination of extensive tax expertise and a comprehensive knowledge of financial planning, including estate, retirement, insurance planning, investment advisory services, company employee benefit evaluation, and areas such as risk and performance management.
John began his accounting career in his senior year at DU, as a Tax Intern for Peat, Marwick Mitchell (now KPMG). He spent the next 13 years rising to the position of Senior Audit Manager and SEC Reporting Manager in KPMG's Denver and Albuquerque, New Mexico offices.
Upon leaving KPMG, John joined the senior staff of first National Bank in Albuquerque (then owned by the Maloof family), where he served on the Executive Team as the bank's Treasurer, as well as Special Projects Manager of Mergers and Acquisitions and Asset/Liability Management. He was later given the responsibility for managing First National Bank's Trust Department, a capacity in which he served for the following four years. When First National Bank was acquired by First Security Bank in Utah, John was asked to move to Salt Lake City to start and develop the bank's new mutual fund company, and served on FSB's Executive team. John built an innovative team of people, and together they were responsible for designing and managing new mutual fund products, including one of the first profitable in-house "sweep account" products by a community bank.
When Wells Fargo Bank acquired First Security Bank, John decided not to accept a transfer to San Francisco, but instead assumed a job in Washington State as CEO and President of Financial Services Management Group (FSMG), which provided financial planning and investment advisory services to credit unions and their members. John obtained his Series 7, 66, and 24 securities licenses as well as the AICPA's Personal Financial Specialist (PFS) credential.
With John's purchase of an existing Colorado accounting practice in 2010, he was pleased to return to his career "roots" in the realm of public accounting. John is proficient in all areas of taxation law and income tax preparation, including extensive expertise in corporate, S Corporation, partnership, estate/trust/ fiduciary tax, gift tax, and exempt organization/ foundation tax. He is skilled in individual income tax preparation, from the most simple Form 1040 to complicated filings involving rental property ownership, extensive security trades, and international residency.
Since 2011, John has had comprehensive experience in forensic accounting, particularly as it pertains to creditor claims in civil arbitration and Bankruptcy law. He is adept in the preparation and presentation of litigation exhibits, in addition to his experience in litigation testimony and deposition. Currently, John is executing the curriculum to obtain an additional credential as Certified in Financial Forensics (CFF).
In 2010, John and his wife, Karen, "came home" to Colorado. John and Karen have raised two children, they have extended family along the entire Front Range, and they especially enjoy their three grandchildren, ages 5, 3, and 2 years old. In his spare time, John is a "history buff" and particularly loves Civil War history. He is an avid Denver Broncos fan, an experienced power boat "captain" and a member of the United States Power Squadron. You can also find John enjoying campgrounds around the country in his travel trailer, as well as other land and air travel. He relishes music and time with his growing family.
You can email John at John@RudisillCPA.comcastbiz.net.
Community Outreach/Office Manager
Karen grew up in Arvada, Colorado and graduated with a B.S. in Business from the University of Colorado, with a major in marketing. After a 22 year "hiatus" of living elsewhere, she returned to "Colorful Colorado" as a resident and as a shareholder of Rudisill Accounting Firm. In the meantime, she has enjoyed the beautiful and unique opportunities of living in New Mexico, Utah, and living close to the water in Gig Harbor, a small fishing village in Washington state.
In her professional career, Karen has always been a "front Line" person. She started her banking career as a teller at Silver State Savings & Loan in Denver, and later worked for Bank One. She was a Senior Personal Financial Representative at Washington Mutual Bank in Gig Harbor, WA until 2007. Throughout her adult life, Karen has also spent many hours in volunteer work for organizations large and small, formal and informal. From "official scorekeeper" and manager of her children's softball/baseball travel teams to her six years as a docent giving gallery tours in Tacoma's Museum of Glass, or serving as Basic Boating Chairman and Instructor for the Tacoma Power Squadron, Karen relishes meeting and working with people.
At Rudisill Accounting Firm, Karen is serving as Community Outreach and Office Manager. She is involved in the firm's networking activities in and around Erie, Colorado and Boulder, Colorado, where the firm has its two locations. Additionally, she oversees all marketing and advertising efforts of the firm. As the Office Manager, Karen oversees and performs all of the administrative duties required of a certified public accounting firm, including billing, purchasing, bookkeeping, and processing of finished income tax returns for clients and government filings .
Karen is the person in the firm to help clients who are in need of Quickbooks system set-ups and maintenance, or special jobs pertaining to bookkeeping needs for businesses and individuals.
When John Rudisill is hired to formulate a forensic accounting opinion for litigation, Karen uses her extensive experience in banking to aid John in the detailed examination of vital discovery documents , such as deposit account bank statements, investment brokerage statements, communication documents, contracts, and the like.
Karen and John have a daughter and a son, and delight in three sweet and energetic grandchildren. They are enthusiastic boaters and members of the United States Power Squadron. In their "off-season" from preparing income tax returns, they are in their travel trailer enjoying a new campground, lake or scenic attraction with their little rescue beagle, Willow. In her spare time, Karen is a stained and fused glass artist and exhibitor at local craft shows. She enjoys other creative arts such as knitting, jewelry-making, sewing, and gardening.
You can email Karen at Karen@RudisillCPA.comcastbiz.net.