SERVICES 

All tax and accounting services will be engaged under my employer, a highly ranked, regional, pubic accounting firm that services mid-size to large nonprofits, privately held businesses and high net-worth individuals. As Tax Manager, I would manage your requested service from preparation to completion.

NONPROFITS

EXEMPTION APPLICATION

Form 1023, Form 1024 and state forms.

FORM 990 PREPARATION

Form 990-EZ, Form 990, Form 990-T, 

Form 990-PF, and state forms.

PAYROLL AND ACCOUNTING

Payroll reports, Forms 1099, Bookkeeping, Financial Statement Preparation and more.

CONSULTING

Lobbying, Executive Compensation,

Unrelated Business Income, Public Support Test Projection,  Functional Expense Allocation, Charity Watchdog Rating and more.

FINANCIAL AUDITS 

For organizations with gross receipts greater than $2 million.

INDIVIDUALS,

TRUSTS, AND BUSINESSES

ENTITY FORMATION

S-Corporation Election, Entity EIN Application and more.

TAX RETURN PREPARATION

Form 1040, Form 1041, Form 1120-S,

Form 1120, Form 1065, Form 706

and more.

PAYROLL AND ACCOUNTING

Payroll reports, Forms 1099, Bookkeeping, Financial Statement Preparation and more.

CONSULTING

Tax planning, Trust instrument review, Business valuation, Cost segregation

studies, Tax credit research and more.

FINANCIAL AUDITS

For organizations with gross receipts

greater than $2 million.

EDUCATION

AND

PRESENTATIONS

FINANCIAL LITERACY

Personal finance education, Financial

Statement education, Tax return education and more.

NONPROFIT BOARD PRESENTATIONS

Financial Statement overview, Form 990

overview, Cash flow analysis and more.

PRESS & MEDIA

News articles, Media interviews and more.

SOCIAL MEDIA

Instagram live collaborations, Facebook

collaborations, LinkedIn articles and

more.

ABOUT

The mission of The Little CPA is to share information I have learned as a Certified Public Accountant that will

1) educate my community on tax and other financial systems, and
2) help my community make wise financial decisions.
Inspired by Proverbs 27:23-27.
Click here to learn more!

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CONTACT ME

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