A Guide To Form 990 For Tax-Exempt Organizations

What is Form 990? Although many nonprofit organizations are exempt from paying federal taxes, the IRS requires tax-exempt organizations to file Form 990 for informational purposes. The IRS uses this informational return to determine whether you're still exempt from...

5 Critical Tax Tips For Nonprofits in 2019

No one enjoys filing taxes, but it can be especially problematic for nonprofits. Many nonprofits focus on their cause so much that they neglect proper organization. As a result, they deal with disorganized records and systems, and a lack of clarity around tax issues....


For a business owner, taxes can be overwhelming and cumbersome. Tax deductions allow you to save thousands of dollars each year on your taxes and make tax filing a much more bearable experience. In this post, we'll list some of the tax deductions you can use to...

The Smart Business Owner’s List Of Tax Credits

One of the best ways to cut costs as a business owner is to take advantage of all the tax deductions and tax credits for which you're eligible. As a business owner, you're concerned with the bottom line--increasing your net profits. That probably means you spend most...

PRESS RELEASE: Cassidy Jakovickas, CPA of Fresno, CA Appointed to Intuit’s Accountant Council

Select Panel Advises on Products and Services that Accountants and Their Clients Want Most             FRESNO, CALIFORNIA – June 4, 2019 –Today, Intuit, Inc (Nasdaq: INTU) announced that Cassidy...

Beyond The Numbers: What We’ve Been Reading

Although our team loves using numbers and spreadsheets to help our clients make the best financial decisions, we also enjoy reading great books. Staying well read on both fiction and non-fiction books helps us hone our imagination and introduces us to new, sometimes...

Looking Back At April

It’s hard to believe that we’re at the end of April, but it’s true! This month, we helped our clients wrap up another great (and busy) tax season. There was, as always, a lot of paperwork, emails, and nail-biting involved in the days preceding April 15, but that’s all...

5 Last-Minute Tips For Filing Taxes in 2019

Well, April 15 is almost here, and the tax-related panic is thick. If you haven’t filed your 2018 tax paperwork and are rushing to get your taxes in by the deadline, we’ve decided to give you some last-minute tax advice that will hopefully help ease your stress....

An Introduction To Cybersecurity for Business Owners

Keeping your sensitive business and customer data secure has never been more critical. Whether you are a small business or a national corporation, you can't relax your defenses against those criminals seeking to take advantage of lazy cybersecurity policies. Virtually...

March News Roundup

Wow! It seems like we just started March and we’re already moving into April! As we move into the final stretch of tax season, we’re recapping this month’s news for you, just in case you missed it amid the tax-related hubbub. MBS Accountancy: November Review This...

5 Reasons Why People Change Accountants .

Reading Time: 2 minutes

According to, they list the following 5 reasons why people leave their Accountant:

Angry Client

  1. Not having a real understanding of the client’s business. This was the biggest single reason, quoted again and again by business people who had recently changed auditors. He/She simply didn’t understand what made my business tick” was the most quoted statement by ex-clients.
  2. Availability. “He NEVER returns my phone calls.” “I had an URGENT problem and the best she could offer me was half an hour a week on Tuesday.” If people can’t get hold of you when they need you, they will go elsewhere for solutions to their problems.
  3. Approachability. Where clients felt that they couldn’t approach their Accountant for help and advice, or where they felt “belittled” for asking “stupid” questions, or where the Accountant in question obviously didn’t have much time for them (see #2 also) then they would vote with their feet. People skills show their real value here!
  4. Being passed down the “food-chain”. People want to deal with a Partner, and when the Partner gets too busy to deal with the “smaller cases”, and passes these clients down the line to younger, more junior people within the firm, the relationship with the client is put at risk.
  5. Price. Yep, there were 5 items that ranked much higher than price as the reason why people move their account. A remarkably small percentage quoted fee issues to be even remotely connected with leaving their previous accounting firm.



Here’s how we are different:

  1. We take the time to truly understand the needs of our clients. We know we can not succeed without our clients success.
  2. We understand that things do come up. Knowing this, we utilize the latest technology to allow us to help our clients, in or out of the office.
  3. We are your partner. We try to create the most productive environment possible for YOUR situation. Not all clients are the same and we treat each client with dignity and respect.
  4. We use our trusted professionals (employees) to build the right team for your project and our partners personally oversee each project.
  5. Again, we know not all clients are the same. We provide all of our clients custom prices for their situation. You shouldn’t have to pay for services you don’t need.

Give us a call today to see for yourself. 

(559) 421-7033