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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.

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NONPROFITS

EXEMPTION APPLICATION

Form 1023, Form 1024 and state forms.

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FORM 990 PREPARATION

Form 990-EZ, Form 990, Form 990-T, 

Form 990-PF, and state forms.

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PAYROLL AND ACCOUNTING

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

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CONSULTING

Lobbying, Executive Compensation,

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

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FINANCIAL AUDITS 

For organizations with gross receipts greater than $2 million.

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INDIVIDUALS,

TRUSTS, AND BUSINESSES

ENTITY FORMATION

S-Corporation Election, Entity EIN Application and more.

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TAX RETURN PREPARATION

Form 1040, Form 1041, Form 1120-S,

Form 1120, Form 1065, Form 706

and more.

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PAYROLL AND ACCOUNTING

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

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CONSULTING

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

studies, Tax credit research and more.

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FINANCIAL AUDITS

For organizations with gross receipts

greater than $2 million.

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EDUCATION

AND

PRESENTATIONS

FINANCIAL LITERACY

Personal finance education, Financial

Statement education, Tax return education and more.

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NONPROFIT BOARD PRESENTATIONS

Financial Statement overview, Form 990

overview, Cash flow analysis and more.

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PRESS & MEDIA

News articles, Media interviews and more.

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SOCIAL MEDIA

Instagram live collaborations, Facebook

collaborations, LinkedIn articles and

more.

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