John Urrutia
John has been providing public accounting services to clients
for over 17 years and is a Principal in the Firm. John has
extensive experience in assisting clients in their move from
sole proprietor to corporate status. He has presented numerous
speeches on this topic to business owners and organizations.
John also provides in-depth consulting in tax planning to
maximize benefits for his clients.
Financial Services
Contractor accounting is one of John’s areas of expertise.
He has worked extensively with the Placer County Contractors
Association, the Sacramento Builders Exchange and the El
Dorado Builders Exchange. In addition to the services previously
mentioned, John also has a vast amount of experience in representing
clients’ interests with the IRS. His experience also
includes:
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Consulting with business owners regarding insurance
issues, pension and retirement maximization
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Working with clients to set up proper accounting systems
in their businesses
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Assisting clients with setting up and using QuickBooks
and other software programs |
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Setting up professional service needs for businesses,
including analysis to determine levels of experts needed
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Consulting on tax planning strategies for college bound
students
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Preparation of estate and retirement planning, including
preparation of estate income tax returns
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Education and Training
John is a Certified Public Accountant. He is in the process
of completing his Masters in Taxation. He attended St.
Mary’s College, where he completed a Bachelor of
Science degree in Accounting. He is a member of the American
Institute of Certified Public Accountants and the California
Society of Certified Public Accountants.
Telephone: 916-774-4208
Fax: 916-774-4230
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