Client's Quickbooks Financial Statements to Tax Return - A roadmap for clean up
Wine Country Chapter Meeting

Date and Time:

Wednesday, January 23, 2019
6:00 p.m. - 9:00 p.m.

Location:

Jagehaus Restaurant
2525 E Ball Rd
Anaheim, CA 92806

Topic: Client's Quickbooks Financial Statements to Tax Return - A roadmap for clean up

Your client's Quickbooks financials are a mess when they submit them to you for their tax return. Some items are duplicated; some are on the wrong statement; some are just plain wrong! Sound familiar? How do you clean it up so you can do an accurate tax return? We will look at both the income statement and balance sheet; review what should be on the statements, what shouldn't be on them, and how to clean them up. We will take some actual statements and walk through the steps to correct them, so you can prepare an accurate return.

Presenters:

Linda Dong, EA, ABA
Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She worked for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax practice from her home. She grew her practice to include 4 employees, but eventually downsized, and is now again a sole practitioner working out of her home. She provides tax and accounting services to individuals, small businesses, and nonprofit organizations.Linda has been an Enrolled Agent (EA) licensed by the Department of the Treasury since 1982. Her credentials from the Accreditation Council of Accountancy and Taxation include: Accredited Business Accountant (ABA) and Accredited Tax Advisor (ATA). She is a Quickbooks ProAdvisor and frequently teaches classes in accounting and tax to other tax professionals. A member of several tax and accounting professional groups, she is currently serving as Treasurer of the Wine Country Chapter of the California Society of Tax Consultants.

Cost:

Registration Fee (Member): $35
Registration Fee (Non-Member): $45

Late Registration Fee (Member): $55
Late Registration Fee (Non-Member): $65
The last date to cancel registration is Monday, Jan 21st. On-site registration pays late registration fee ($55 members; $65 non-members)

Registration

Please register online if possible. You may pay online (with credit card) or at the door (cash or check only). For questions or to register by phone or email, please contact Markay Koontz at 714-343-0466 or [email protected]

**Please be sure to enter your PTIN number online or bring to the meeting for CE**

CPE Information:

Federal Law hours: 2
CTEC: 1000-CE-4485
IRS: 18QC1-T-01108-19-I

Knowledge Level:
 Intermediate 

 This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.