Firm Policy
Tax
Culture
Audit
Firm Processes
100
What year did LT Cambaliza start?
What is "2017?"
100
April 15th.
What is "The Tax Deadline?"
100
Activities we've done to manage stress
What is "Yoga, Thearapy w/ Taube, Walk, Eat. Talk & Gather"
100
An examination of your tax return by the IRS.
What is an "Audit?"
100
How long is the sexual harassment prevention training certificate good for?
What is "two years?"
200
Saying "hey", Venmo with change, discussing non-work-related topics during working hours.
What is "Things we don’t do?"
200
Rule that allows business owners to take up to a 20 deduction of their profits if they qualify
What is "QBID" or "Qualified Business Income Deduction"
200
We are hardworking, skin-caring, dog-loving, food-stuffing professionals that enjoy the fast-paced environment of public accounting and know how to have fun!
What is "Who we are?"
200
This acronym is used to describe the process of adjusting the balances in the general ledger to reflect accurate financial information.
What is AJE
200
Where is our meeting spot in case of an evacuation?
What is "By the dumsters in the parking lot?"
300
True or False - A client emails you on Monday and its okay to get back to them on Thursday.
What is "false?"
300
Willful failure to pay taxes is called?
What is "Tax Evasion?"
300
The two charitable organizations we support?
What is "Art & Creativity For Healing and International Sanctuary?"
300
Audits, Reviews & Compilations Employee Benefit Plan Audits, Single Audits, Escrow Company Audits, Non-Profit Audits.
What is "Audit Services?"
300
The firm allows request for time when a nonexempt employee needs to take time off to tend to a personal obligation and receive straight-time pay where you would have received time-and-one-half.
What is "Voluntary Make-Up Time?"
400
What's our biggest expenses?
what is "Wages?"
400
State workaround the Schedule A $10K SALT limitation for business owners.
What is "Pass Through Entity Tax"
400
What is the AGA?
What is "Alliott Global Alliance (AGA) is an Alliance of independent, law, accounting, and specialist advisory firms, working across the world Together as One."
400
A third-party bank provides this letter that includes an entity’s balance information
What is confirmation?
400
What are the steps to run mail flow?
What is "Client list, Automate, request mail out, Run flow?"
500
A manual that guides employees through their employment journey by explaining policies, procedures, expectations, and company culture.
What is "the Employee Handbook"
500
Taxpayers that pay a federal tax rate of 21%
What are "Corporations"
500
What is the staff doing? .png?web=1)
What is "building art supply boxes for kids/students in need?"
500
This procedure involves checking the accuracy of financial records by comparing them with invoices/agreements.
What is vouching?
500
Name off three people to contact in case of an emergency.
What is " 911, NB- Police, Fire Dept., Urgent care, Hoag Hospital, CA Poison Control Hotline, Admin team, (Steph, Ibeth Demetra) Building team (Vanessa Viramontes, Chris Fuentes, Karla Vivas)"