PMT Pro, LLC Tonja Gleason - Clark County, Washington · General Manager at Selland...
Transcript of PMT Pro, LLC Tonja Gleason - Clark County, Washington · General Manager at Selland...
PMT Pro, LLC
Tonja Gleason
1. Parsons Brinckerhoff employee January 2005-February 2011 (G-1)
o Works for PB through February 18, 2011 (G-2)
Base rate = $62.03 Per Hour
2. Registered PMT Pro, LLC on 9/26/2011 (G-3)
o Registered Agent: David Evans & Associates
o Starts billing under PMT Pro, LLC on February 21, 2011 (G-4)
Base Rate = $125 Per Hour
3. CPA License
o Holds herself out to be a CPA without a valid license (G-1)
o As someone who works in Washington, she was required to hold a WA State CPA license. Never registered with State Board.
Texas CPA License Administratively Revoked 1/8/2009 (G-5)
Oregon CPA license expired 6/30/2012 (G-6)
Washington CPA license – N/A (G-7)
4. Indicators that Gleason is an Employee not a Contractor
o Bills Sequential Invoices to CRC starting February 2011 (G-8)
Indicates that Gleason has no other clients other than CRC
o CRC provided Gleason with Workspace (G-9)
5. Gleason does not register as business with City of Vancouver (G-10)
6. Total Payments to PMT Pro, LLC Through December 11, 2012
Total = $442,692 (G-11)
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www.linkedin.com/pub/tonja-gleason-cpa/a/b6a/677
BACKGROUND
SUMMARY
Specialties: Budget and cost control, project controls systems identification and implementation.
EXPERIENCE
Principal PMT Pro LLC February 2011 – Present (2 years 1 month)
Project management team professionals is a woman owned business specializing in project and document control.
Project Controls Consultant Columbia River Crossing Project January 2005 – Present (8 years 2 months)
Manager of financial and document control.
Project Controls Manager Parsons Brinckerhoff January 2005 – February 2011 (6 years 2 months)
Manager in charge of development, implementation and ongoing administration of the Project Control systems needed in order to manage the Columbia River Crossing Project.
Major systems and responsibilities include: Cost Control, Document Control and Schedule Control.
Senior Consultant Panama Canal Authority February 2004 – August 2005 (1 year 7 months)
In charge of assessing the capabilities and performance of existing program controls within the Panama Canal Authority that would be used to manage the Third Lane Locks multi-billion dollar expansion program. From these initial assessments recommendations were made as to configuration and set up of all systems needed to embark on the mega project.
Senior Project Controls Manager DFW International January 1999 – January 2005 (6 years 1 month)
PEOPLE SIMILAR TO TONJA
Joe Sweeney
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Tonja Gleason CPA Principal at PMT Pro LLCPortland, Oregon Area Construction
Current PMT Pro LLC, Columbia River Crossing Project Previous Parsons Brinckerhoff, Panama Canal Authority, DFW
International Education The University of Texas at Arlington
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Tiffany Couch, CPA/CFF, CFE 2
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Page 1 of 3Tonja Gleason CPA | LinkedIn
2/11/2013http://www.linkedin.com/profile/view?id=32739643&authType=NAME_SEARCH&auth...
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Corporations and Charities Division
Corporation Detail
Neither the State of Washington nor any agency, officer, or employee of the State of Washington warrants the accuracy, reliability, or timeliness of any information in the Public Access System and shall not be liable for any losses caused by such reliance on the accuracy, reliability, or timeliness of such information. While every effort is made to ensure the accuracy of this information, portions may be incorrect or not current. Any person or entity who relies on information obtained from the System does so at his or her own risk.
All documents filed with the Corporations Division are considered public record.
PMT PRO. LLC
UBI Number 603077284
Category LLC
Active/Inactive Active
State Of Incorporation OR
WA Filing Date 09/26/2011
Expiration Date 09/30/2013
Inactive Date
Duration Perpetual
Registered Agent Information
Agent Name DEA & ASSOCIATES
Address700 WASHINGTON ST STE 300
City VANCOUVER
State WA
ZIP 98660
Special Address Information
Address
City
State
Zip
Governing Persons
Title Name Address
Member GLEASON , TONJA 35938 CHINOOK ST SANDY , OR 97055
Purchase Documents for this Corporation »
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Page 1 of 2Corporations: Registration Detail
2/13/2013http://www.sos.wa.gov/corps/search_detail.aspx?ubi=603077284
Texas State Board of Public Accountancy
William Treacy, Executive Director
Individual Licensee - GLEASON, TONJA LEAH
Search Help | Status Values | Terms of Use
Certificate last name
HIGGINSContact Information (most recent)
809 HILLCREST TRL SOUTHLAKE TX 76092Date certified/registered
09/08/1993License expiration date
01/31/2006License Status
Administrative RevocationEmployment areas most recently reported Full time
OTHER EMPLOYMENT TYPE Part time
NONE REPORTEDFirms in which the individual is a partner, shareholder, owner, officer, director, or resident manager
Association with the firm TONJA HIGGINS (License ID = T02261) began on 01/01/1994.
History of disciplinary actionsComplaint 0809-10025 was opened on 09/04/2008 and was closed on 01/08/2009 with a resolution, REVOCATION. Violation(s) Regarding:
Nonpayment of fees for 3 years•
Back to Selection TSBPA Home
Page 1 of 1Texas State Board of Public Accountancy Individual Detail
2/13/2013http://www.tsbpa.state.tx.us/php/fpl/indlookup.php?x=OinmoWFZd2E%3D
1
Tiffany Couch
From: KITTERMAN Noela * BOA <[email protected]>Sent: Monday, February 11, 2013 8:59 AMTo: Tiffany CouchSubject: RE: Licensee Question
Hi Tiffany: You are correct. Her license number is 11308. Her licensed lapsed on 6/30/12. Are you going to notify Washington BOA? If so, please let them know that she is our licensee too, so they will keep us in the loop. Noela Noela Kitterman Investigator Phone: 503‐378‐2273 Fax: 503‐378‐3575
From: Tiffany Couch [mailto:[email protected]] Sent: Saturday, February 09, 2013 12:29 PM To: 'KITTERMAN Noela * BOA ([email protected])' Subject: Licensee Question I’m looking for a CPA license for someone named Tonja L. Gleason. (Other Last Names: Smith, Higgins). Date of Birth x/xx/xxxx. She potentially has an Oregon License #11308 (based on my background search). She is holding herself out as a CPA in Washington, where she works daily. She does not have a Washington CPA license. I cannot find her on your website. Do you have record of her being a licensed CPA in the State of Oregon? TiffanyR.Couch,CPA/CFF,CFEPrincipal
ACUITY GROUP PLLC Financial Investigation and Forensic Accounting P: 360.573.5158 M: 360.601.4151 E: [email protected] 'Whenever you see a successful business, someone once made a courageous decision." - Peter Drucker
1
Tiffany Couch
From: Satterlund, Charles E <[email protected]>Sent: Thursday, February 14, 2013 8:43 AMTo: Tiffany CouchSubject: RE: License Confirmation
Tiffany; Our records do not include anyone by the name of Tonja J. Gleason, DOB X/XX/XXXX as a licensed CPA in the State of Washington. I also performed a search on a national data base and did find a record for a CPA license for this individual in Texas, but it expired in 2006. Please let me know if I can be of further assistance. Charles Satterlund WBOA (360) 586‐0785
From: Tiffany Couch [mailto:[email protected]] Sent: Wednesday, February 13, 2013 3:09 PM To: Satterlund, Charles E Cc: Sexton, Cheryl (ACB) Subject: License Confirmation Importance: High
Can you please confirm for me whether Tonja J. Gleason, DOB x/xx/xxxx, has registered as a CPA in the State of Washington? I cannot find her on your website lookup and would like to confirm in writing with you. She previously had license #11308 in Oregon and T02261 in Texas. Thank you, Tiffany TiffanyR.Couch,CPA/CFF,CFEPrincipal
ACUITY GROUP PLLC Financial Investigation and Forensic Accounting P: 360.573.5158 M: 360.601.4151 E: [email protected] 'Whenever you see a successful business, someone once made a courageous decision." - Peter Drucker
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Restrictions: The Board provides this online CPA database for informational purposes only. Use of this database for commercial purposes is strictly prohibited (Chapter 42.56 Revised Code of Washington).
Disclaimer: As a courtesy to the public, the Board has made a copy of selected portions of the CPA database available through this web site. Although this information is updated nightly, the information found through this service is not guaranteed to be accurate or timely.
The Board does not guarantee the use of this information for any purpose and as such, the information obtained from this database should not be considered an official endorsement of any individual
Page 1 of 2Find a CPA or Firm | Welcome to the Washington State Board of Accountancy
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PMT PRO, LLC (TONJA GLEASON)
REVIEW OF INVOICES
Invoice # Date Amount
1002 Feb-11 10,134.00$
1003 Mar-11 13,342.00$
1004 Apr-11 23,879.50$
Note Sequential Invoice Numbers
Note - Our Copies of David Evans & Associates invoices ends in April 2011; waiting on additional invoices
PRIVILEGED AND CONFIDENTIAL
COLUMBIA RIVER CROSSING
SUBCONTRACTOR INVOICES ‐ GLEASON
G‐8
SHARED OFFICE SPACE - SPACE OCCUPIED BY CONSULTANT
Invoice Number: 303570, 303571, 303572, 303573 Invoice Date: 41712011 For Period: February 27, 2011 through March 26, 2011
David Evans & Associates Ron Anderson or Niel Christenson 1 Enviroissues
Matt Bone 1 Maurice Hines 1 Jenna Dinsmore 1 Ryan Orth
Clay Erickson 1 Anne Pressentin 1 Holly Greenidge 1 Mandy Putney 1 Cameron Grille 1 Dennis Sandstrom 1 Dann Horowitz Nicole Schmidt 1 Zach Horowitz 1 Audrey Bomar 1
Lwin Hwee 1 Karyn Criswell 1 Ryan LeProwsefTed Williams 1 8
Gavin Oien 1 John Replinger Kitchin & Associates
Vicky Smith Roger Kitchin 1 Ted Stonecliffe Lauri Line 0.5
Joe Eskew 1.5 Joel Tubbs 1
Cheryl Sclafani 1 Markgraf & Associates Lyn Wylder Peter Markgraf
Jill Smith 1 19
McCaig Communications Patricia McCaig 0
Parsons Brinkerhoff 0 Cory Burlingame 1
Cara Belcher Parisi & Assoc. Fred Bullen 0 David Parisi 0
Jim Burke 1 0 Natalie Freeman 1
Tonja Gleason 0 PMT Pro Barb Hutchinson 1 Tonja Gleason
Chivanna Pot 1 Tom Syfrett 1
7 Parametrix
Derek Chisholm 1 Jeff Heilman 1 Jim Kolozar 0 Jim Kolsar 0
Karen Martinek 0 Seth English-Young 1
3
HDR Matt Deml
Rob Turton 2
TOTAL NUMBER OF SPACES OCCUPIED BY CONSULTANTS = 42.5
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Prolog Manager Printed on: 12/11/2012 Prolog Page 2