Tax Prep Info Session: Organizing Your Books

Preparing your organization’s books for the 990 tax return (Return of Organization Exempt from Income Tax) can be a daunting task.

Attend this Tax Preparation Information Session to learn about how to be better prepared when working with your CPA. Objectives of this information session include:

• Best accounting practices and processes to have throughout the year to get your books closed and finalized

• Financial reports you will need to provide to your CPA for your 990 tax return

• Tax and audit threshold filing requirements

• Tax Filing Deadlines

Meet Your Trainer:

Annamarie Licina is a Director of Finance and Nonprofit Accounting Services. She will also present how OneOC can help your nonprofit as your back-office support through our Accounting Services team. She is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.