About Us

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Welcome to Jerri Rich's PLLC, your trusted partner for individual, for-profit, and nonprofit accounting services. With our expertise, we provide tailored solutions that address the unique needs of our clients, helping them achieve their financial goals. Our comprehensive range of services is designed to support businesses of all sizes and industries.

For nonprofits, we strive to provide expertise and support in financial management, reporting, and compliance, enabling organizations to focus on their core programs and drive positive social change.

We are committed to making your end-of-year financial processes as smooth and effortless as possible. Our dedicated team ensures an efficient, hassle-free experience, with our paramount objective being to aid you in fulfilling your charitable mission and serving the community.

Our services include:

Bookkeeping and Accounting

We offer full-service solutions to help maintain accurate financial records, ensuring your data is organized and up-to-date.

Financial Statement Preparation

Our team prepares regular financial statements to provide insight into your business's financial performance and position.

Payroll Processing

We manage payroll tasks to ensure timely and accurate payment to your employees.

Tax Compliance and Planning

Our firm provides comprehensive tax preparation services for both individuals and businesses. For individuals, we assist in preparing and filing personal income tax returns, ensuring compliance with tax laws and maximizing available deductions and credits. For businesses, we handle the preparation and filing of corporate tax returns, including federal, state, and local taxes. Our expertise in tax preparation helps minimize tax liabilities and optimize tax-saving opportunities, allowing our clients to remain compliant while maximizing their financial outcomes.

Form 1023 Application and Organizational Setup

 We specialize in completing Form 1023 for nonprofit tax-exempt status and offer comprehensive support with Bylaws, Articles of Incorporation, and essential organizational policies to ensure a strong foundation for your nonprofit. 

Financial Analysis and Reporting

Our services help assess financial health, identify trends, and make informed decisions.

Audit-Readiness

For nonprofits preparing for an audit, we help ensure all necessary financial records and processes are in order.

Form 990 Preparation & State Charities Annual Registrations

We offer proficient IRS Form 990 preparation services and handle state charity reporting forms, ensuring accurate representation and enhancing transparency among stakeholders.

At Jerri Rich's PLLC, we are dedicated to supporting your financial needs and helping you achieve success. Contact us today to learn more about how we can assist you.