Services

My firm offers a services to non-profit organizations . Because my firm is small and focuses only on non-profit organizations, my clients benefit by getting personalized, quality service. Below I have listed the services that I offer to my clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.

Specializing in Not-for-Profits ^

I specialize in accounting, reporting, tax compliance, and general business consulting for not-for-profit organizations. I provide assistance in obtaining federal and state tax exemptions.

Accounting Services ^

Providing financial information to my clients in a timely and accurate manner is a firm commitment. Meaningful, well-organized financial records ensure that your organization will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)

Compilations ^

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. I provide financial reporting on two levels of assurance:

  • Compilation based upon client information provided and used primarily for internal use.

Financial Statements ^

I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Cash Flow & Budgeting Analysis ^

An organization can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your organization’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Tax Services ^

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

Bookkeeping/Write-Up ^

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. My network of bookeepers can assist you with the day-to- day tasks associated with bookkeeping.

IRS Representation ^

During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

Contact

Office Location

12655 Fiori Lane
Sebastopol, CA 95472

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Forms

Form W-4
Personal Allowances Worksheet
Form W-9
Request for Taxpayer ID Number
Form SS-4
Application for Federal EIN
Form 4868
Federal Extension Form