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What’s the story behind your numbers?

If you don’t know, call us.

People come to us to talk about numbers—taxes, savings plans, financial statements. But we always end up chatting about things like kids in college, plans for retirement, and exciting business ideas.

And that’s exactly how it should be. Whether we’re helping you get the numbers right on your tax plan, or find the right number for your revenue goal, we have you—a person with a story—in mind.

But we always bring it back to the numbers, making sure that your numbers tell the right story about you, and that they drive your story forward in the direction you want to go.

Contact us today.

We can help you with tax planning and preparation, business planning and advice, and HR support for businesses. We’d love to hear your story, and help you build upon it.

Call us at  (209) 527-4220 or send an e-mail to contactus@gccpas.net 

Learn more about our services:

Featured Article

What Will Flag an Audit?
This time of year, our Grimbleby Coleman team often receives emails and phone calls from clients inquiring about ways to avoid the most dreaded tax experience: an IRS audit. Nathan Miller, Partner and CPA, says Grimbleby Coleman CPAs assist clients by weighing the odds and evaluating risk to stay out of the IRS spotlight. "There's no sure way to avoid an IRS audit, but there are red flags out there that can increase your chance of IRS scrutiny.  The IRS utilizes a computer scoring system to evaluate individuals and businesses based on past returns that show patterns of losses, as well as the potential for unreported income," he says. "Too high of a score and you're potentially in the hot seat. " List of Top Red Flags for the IRS: For individual returns:  Nathan Miller, Partner and CPA Taking large charitable deductions, especially non-cash charitable contribution deductions, such as Goodwill donations, without receipts  Consistently showing losses year after year on your rental properties or small home business Underreporting or incorrectly reporting income, such as interest and dividends which are reported to the IRS by a third party Claiming the home office deduction Failing to report a foreign bank account Claiming deductions that are higher than average compared to your income For business returns:    Sole proprietors showing multiple years of losses. The IRS has Hobby Loss rules to try and prevent someone from deducting their hobby as a business. High meal and entertainment expenses (Tip: only 50% is deductible) Writing off a fleet of cars even though you have only a few employees Claiming 100% business use of a vehicle  High repair and maintenance expenses (Tip: the IRS will look to see if there are any assets that should have been capitalized) If you are unorganized or remiss in sending 1099s  Reporting less income on your return than was reported by your customers on Form 1099 (Tip: compare the 1099s received against your gross income on the return.)

Featured News

Grimbleby Coleman Interns Shine

Highly motivated, smart, dependable and enthusiastic are just several of the attributes that we look for in our Intern candidates.  We typically find our Interns in the qualified pool of accounting students at CSU Stanislaus, although a few come from a strong business administration background.  With a robust curriculum and dedicated professors, we have placed numerous students from the College of Business Administration at CSU Stanislaus into our Intern program; many of these individuals have become part of our full-time team.  Firm Administrator and MBA, Jane Johnson mentions that we have “always been pleased with our local CSU Stanislaus graduates and rely on the professors who are actively developing our local professional workforce.”

The primary objectives of our Intern program are to utilize smart students during our busiest time of year, introduce real accounting challenges and identify top talent in the area. 

Intern responsibilities include tasks such as helping with payroll administrative tasks, assisting with business property statements, mailing informational Grimbleby Coleman packets to new clients, verifying tax returns, scanning client documents into the system, learning accounting software and so on.

One of our present long-term, Interns, Kristy, mentions, “In the past year I have gained knowledge on how to use many of the tax preparation and accounting systems such as Lacerte, Fixed Assets, SurePrep, Engagement, and ACS.  The daily tasks I perform are very different than the materials we’ve been taught through accounting courses.”

Whether our Interns are assisting Managers and Principals with tax returns or completing important administrative duties, our program ensures that Interns learn valuable industry lessons.

Our Intern, Joseph, perhaps puts it best: “I have gained a different perspective on the accounting profession by working here. One of the most important things that I have learned is that working with people with positive attitudes is key in being successful in the accounting profession.”

Thank you to our interns Kristy, Anna Jo, Naylena, Chris and Joseph. It has been so rewarding to watch you all grow. We are very proud!

 


Q &A with our Winter 2015 Interns  

 

Anna Jo Talbot, Intern

      

What are your responsibilities? 

After source documents for tax returns get scanned into our computer system, it is my job to then examine and verify that all the information was accurately picked up by the scanner. This ensures that the CPAs have  correct and complete information to prepare the tax return.

What have you learned?

I have learned so much in the short time that I have been here. Aside from becoming very familiar with the format of the tax organizer and various source documents such as 1099s and 1098s, I have learned what it’s like to be part of an efficient and encouraging team.  I have learned that tax season isn’t only about getting the tax returns completed, but also about the journey and the people you interact with.

Most interesting thing you’ve accomplished or learned during your internship? 

Since beginning my internship, I have become familiar with different software that has broadened my computer skills and enhanced my understanding of the entire process that goes into preparing a tax return, particularly Microsoft Excel. I am always amazed by the information that I can learn just by looking at paperwork again and again. It adds to the foundation from my accounting classes and has helped me in some of my current classes. 

What is the biggest difference between internship work and college work?

Internship work is a way to take what I have learned in class and put it into practice. In a tax class, you learn what a W2 is and what the numbers mean, but during an internship, you get to see how all those things interact in the return and the final product. It really takes all your knowledge and puts it into perspective by giving you something real to look at and work on.

 

Kristy Jacobson, Intern

      

What are your responsibilities?

My current responsibilities include assisting the CAS team with payroll, business property statements and 1099s, sending out informational Grimbleby Coleman packets to our new clients and verifying tax returns in our OCR program SurePrep. 

What have you learned?

In the past year I have gained knowledge on how to use tax preparation and accounting systems such as Lacerte, Fixed Assets, Sureprep, Engagement, and ACS.

What is the biggest difference between internship work and college work?

The daily tasks I perform at work are very different than the materials we’ve been taught through accounting courses, however the principles taught in school are necessary to understand the purpose of the intern tasks.”

 

Naylena Humble, Intern

      

What are your responsibilities?

My responsibilities include logins, customer service, helping clients with tax return pickups and administrative duties.

What have you learned?

I have learned much about the tax return process as it flows through the firm by seeing the beginning and end result of all different kinds of returns.

Most interesting thing you’ve accomplished, interesting “factoid” or thing you’ve learned during your internship? 

The most interesting thing I can take from the internship is from the people here, which is to be yourself and enjoy what you do. As this is my first internship in a CPA firm, I have learned and grown from my time here.

 

Chris Fredriks, Intern

      

What are your responsibilities?

The responsibilities that I oversee are mainly scanning client documents into the system, but I also verify numbers and assist with logins.

What have you learned?

In my time here I have learned about different operating systems and have gained a more in-depth feel for some systems that I’m already familiar with.

Most interesting thing you’ve accomplished or thing you’ve learned during your internship? 

The most interesting thing I have learned is that smiles go a long way; it is great to work in a place like this because of people’s happiness. 

 

Joseph Ortiz, Intern

      

What are your responsibilities?

Some of my responsibilities include assisting in administrative duties, scanning incoming documents, and verifying tax returns.

Most interesting thing you’ve accomplished, interesting “factoid” or thing you’ve learned during your internship? 

I have gained a different perspective on the accounting profession by working here. One of the most important things I have learned is that working with people with positive attitudes is key in being successful in the accounting profession.

What is the biggest difference between internship work and college work?

One of the differences between internship work and class work is that with an internship I am contributing in providing services for clients. I have also gained a different perspective on the accounting profession.

Featured Staff

Lori is an Experienced Senior Associate at Grimbleby Coleman, helping clients resolve accounting and internal control issues.  She's a graduate of Golden Gate University and has her CPA and CPR, "just in case someone gets a big tax bill and needs to be revived." We assure she is joking!

Outside of the office, Lori is a member of the Fun Sport Bike Club of Modesto. She spends much of her time outdoors biking and running. In the summer, you might even find her "taking my best attempt at swimming" for a triathlon. 

Lori admires Bill Crosby for his high level of education and belief that the future lies in education, Stephen King for his books and imagination, and her husband because he's simply "incredible". 

Her favorite number is 13. "I feel sorry for it and believe in giving all a fair chance."

Lori Bateman, CPA Experienced Senior Associate read more

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