Overview
- IRS Form 990, 990-PF, 990-T, 990-N Postcard and related state filings
- Analysis, planning, and reporting of state tax compliance
- Analysis, planning, and reporting of unrelated business income
- Form 1023 Application for Recognition of Exemption and Reapplication for Exemption
- State Exemption Applications and Reapplication for Exemption
- Maintenance of exempt and public charity status
- Private Foundation Preparation and Review: Private Operating Foundations and Non-operating Foundation
- IRS consulting and representation for audits and IRS correspondence
Education
- Bachelor of Science in Accounting from California State Polytechnic University-Pomona, Pomona, California
- American Institute of Certified Public Accountants
- Certified Public Accountant in the state of California
