Heather F Austin CPA

Accounting & TaxOwner Verified

About

CPA Heather F. Austin has operated an accounting practice on La Mesa Boulevard since 2003, specializing in tax preparation for nonprofit organizations and small businesses. Form 990 preparation for nonprofits — including Schedule A public-support tests and functional-expense allocations — requires the same clean monthly financials that bookkeeping operations at Tavai Bookkeeping LLC produce for shared clients. The CPA credential from the California Board of Accountancy authorizes financial-statement reviews and compilations, supporting grant-compliance requirements under OMB Uniform Guidance for federally funded organizations. Individual tax services cover Form 1040 preparation with California Schedule CA adjustments, including state-specific treatments for retirement-income exclusions and capital-gain deferrals. The firm also prepares financials for businesses undergoing operational restructuring, producing accrual-basis statements and cash-flow analyses that inform the strategic recommendations delivered by Ranta Consulting, Inc.. Highest-tier nonprofit engagements involve Form 990 preparation with unrelated business income tax calculations on Form 990-T and compliance testing for Section 501(c)(3) private-foundation excise taxes.