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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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