Expertise You Can Trust

CPA Firm Serving Nonprofits, Corporations, and High Net Worth Individuals

 

Attest and Assurance Services For Nonprofits

We specialize in attest and assurance services for nonprofit entities and employee benefit plans. Our team ensures compliance for state and federal regulations. for transparency and financial integrity,

  • Nonprofit Audits, Reviews, and Compilations in compliance with nonprofit GAAP
  • Compliance Audits: Federal single audits, state specific audits, and program specific audits
  • Employee Benefit Plan Audits - ERISA 103(a)(3)(c) audits of 401(k) and 403(b) plans

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Nonprofit and Corporate Expertise You Can Trust

Our core expertise is in highly specialized accounting and consulting services for nonprofit entities such as publicly supported charities and private foundations. Our team is here to provide the reporting, auditing, and financial guidance to support your organization’s mission.

  •  Accounting
  •  Budgets and Forecasts
  •  Cash Flow Analysis
  •  Chart of Accounts Setup/Cleanup
  •  Contract CFO Services
  •  Nonprofit Formation Consulting

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Tax Services

We provide tax services tailored to the specific needs of nonprofits, high net worth individuals, and business, ensuring compliant and accurate filings.

NON-PROFIT INFORMATION RETURNS

  • Publicly Supported Charity Information Returns (990, 990EZ, 990N)
  • Unrelated Business Income Tax Returns (990-T and 109)
  • Private Foundation Returns 990-PF and 109 California State forms, including calculation of required distributions
  • Preparation and Review for Tax Exempt Organizations
  • Proactive Tax Planning including public support projections and research
  • State and Local Tax
  • State of California Forms 199
  • Attorney General Form RRF-1 / CTTR-1
  • Assistance with federal and state regulatory filings

 

INDIVIDUAL/TRUST TAX RETURNS 

  • Tax -high net worth individuals (Form 1040)
  • Trusts (Form 1041)
  • Tax Planning
  • Audit Representation in IRS inquiries
  • Estimated Payments

BUSINESS RETURNS

  • Corporate returns (1120, 1120S)
  • Partnerships (1065)
  • Limited Liability Corporation (LLC) Filings
  • Limited Liability Partnership (LLP) Filings

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