Jon Fritzsche
Sacramento
Summary
Experienced CPA with a passion for NFPs and their unique accounting and tax issues. Desire to join a firm that specializes in NFPs and prioritizes client service.
Overview
15
15
years of professional experience
1
1
Certification
Work History
TAX MANAGER
Gilbert CPAs
09.2023 - 05.2024
- Prepared information and tax returns for more than 120 exempt organizations
- Communicated with taxing authorities on behalf of clients
- Trained staff on various NFP accounting issues, including reconciling financial statements to prior year returns, why certain schedules are required to be filed, how to read an audit report, and how to communicate with clients to minimize misunderstandings
- Monthly billing
Assurance Director
The Pun Group, LLP
01.2023 - 08.2023
- Prepared information and tax returns for a variety of exempt organization
- Assisted on audits of exempt organizations
- Prepared income tax returns for individual filers
CPA
Fritzsche Associates, Inc
07.2009 - 12.2022
- Planned and performed financial and compliance audits for various exempt organizations and government agencies
- Prepared information and tax returns for exempt organizations and individual filers
- Communicated with taxing authorities on behalf of clients
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
- Performed outside accounting services to several small NFPs
Education
Bachelor of Arts - Business Economics, Emphasis in Accounting
University of California, Santa Barbara
Santa Barbara, CA06.2009
Skills
- Form 990 Preparation
- NFP auditing experience
- Extensive NFP accounting knowlege
- Effectively communicate with clients and colleagues
- Handle multiple ongoing engagements
Certification
Licensed CPA - 2015 to present
Affiliations
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- Julie's Purse Project
Timeline
TAX MANAGER
Gilbert CPAs
09.2023 - 05.2024
Assurance Director
The Pun Group, LLP
01.2023 - 08.2023
CPA
Fritzsche Associates, Inc
07.2009 - 12.2022
Bachelor of Arts - Business Economics, Emphasis in Accounting
University of California, Santa Barbara
Licensed CPA - 2015 to present
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