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  • Legal Matters
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    • Accounting & Tax Services
    • Nonprofit Audits
    • 401k Audit
    • Small Business
  • Coaching for Pastors

Full Scope or Limited Scope Audit – Which One and Why?

When planning for an audit of your 401(k) or other retirement plan, you might question if a full scope audit or limited scope audit should be …

Full Scope or Limited Scope Audit – Which One and Why?Read More

Category: 401k AuditTag: 401k audit, employee benefit plan audit, full scope audit, full scope or limited scope audit, limited scope audit, regulations surrounding 401k audits

Why Does My Small Business Need to Keep All These Accounting Records?

Running a small business is a big task.  Between the everyday tasks at the core of your company and keeping your staff and customers happy, you may be …

Why Does My Small Business Need to Keep All These Accounting Records?Read More

Category: Accounting & Tax ServicesTag: accounting experts, accounting records, business accounting records, small business accounting records, small business records, Walnut Creek accounting firm

Tax Implications of Selling Your Home

The process of buying or selling a home is often mind-boggling. Misinformation about the tax implications of real estate sales abound and it is easy …

Tax Implications of Selling Your HomeRead More

Category: Accounting & Tax ServicesTag: accounting experts, how a home sale affects your tax return, tax implications of real estate sales, tax questions when selling a home

Nonprofit Audit Types

The word “audit” often has negative connotations. However, for many nonprofits, an annual audit is standard practice. Though the IRS does not require …

Nonprofit Audit TypesRead More

Category: Nonprofit AuditsTag: audits of nonprofit organizations, nonprofit audit firms, nonprofit audit types, nonprofit audits, preparing for a nonprofit audit, types of nonprofit audits

Employee Benefit Plan Audit Requirements

An employee benefit plan audit is subject to rules based on the Employee Retirement Income Security Act of 1974 (ERISA). This law was passed to …

Employee Benefit Plan Audit RequirementsRead More

Category: 401k AuditTag: audit of employee benefit plan, audit services for employee benefit plans, employee benefit plan audit, plan audit

401k Audit – Is Your Company Prepared?

If you currently sponsor a 401k plan for your employees, you should be aware of the accounting and audit responsibilities that are an essential part …

401k Audit – Is Your Company Prepared?Read More

Category: 401k AuditTag: 401k audit, cpas in walnut creek, employee benefit plan audit, independent 401k audit, walnut creek cpa

Small Business Records: What to Keep and What to Toss

Small business owners are subject to the same kind of thorough record keeping as giant corporations. Don’t make the mistake of destroying small …

Small Business Records: What to Keep and What to TossRead More

Category: Small BusinessTag: bookkeeping records, recordkeeping, small business records

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