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TAS TAX TIP: Choosing the correct filing status for your tax return

Sometimes we see confusion about which filing status people should choose when filing their tax return. Did you know IRS.gov has an online application to help you decide? They do, it’s called...

NTA Blog: The Taxpayer Advocacy Panel is now recruiting volunteers

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs....

Success Story: Taxpayer requests TAS assistance in challenging IRS audit disallowing EITC claim for her disabled child

Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details ar...

TAS Tax Tip: IRS 2019 Form 1040 changes for this tax filing season

Taxpayers and tax return preparers should be aware that the Form 1040, U.S. Individual Income Tax Return, changed again this year. Before you file a return, take a look at these filing-related reso...

Acting National Taxpayer Advocate Bridget Roberts talks taxes with Federal News Radio

Acting National Taxpayer Advocate Bridget Roberts talks taxes with Federal News Radio host Tom Temin. Roberts discusses IRS challenges and top issues impacting taxpayers. “Everyday we are wor...

NTA Blog: Local Taxpayer Advocates Deliver Key NTA Annual Report Messages to Members of Congress

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs....

Sharing Economy Tax Information

Many taxpayers work or engage in services that are considered to be a part of the gig or shared economy services. These services often originate through peer-to-peer interactions such as ride-share...

TAS assistance offered at local Problem Solving Days

  The Taxpayer Advocate Service (TAS) will conduct Problem Solving Day events in communities throughout the country in the coming months and year. During these events, TAS employees from a lo...

TAS Tax Tip: How to Confirm the Identity of a Field Revenue Officer If They Come Knocking at Your Door

The Internal Revenue Service (IRS) has begun conducting face-to-face meetings with individual and business taxpayers as a part of a special compliance effort entitled Revenue Officer Compliance Sw...

TAS Tax Tip: Federal tax return filing options and help

Tax return filing season for federal taxes is almost here. The Taxpayer Advocate Service (TAS) has information to help you find tax return filing options and help. Options for Filing a Tax Return E...

Services

Jason F. Clausen, P.C. provides attestation and assurance services to businesses in a variety of industries, with particular specialization in Professional Employer Organizations (PEOs) and Nonprofit Organizations (NPOs). At Jason F. Clausen, P.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Assurance and Attestation Services:

Audits
Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Other engagements
Other types of engagements of this type are usually requested as either an area of concern management, requests from our clients’ customers, or specific reporting required by governments. (i.e. Opinions on Internal Controls, Payroll Tax Auditing, etc.).

Our professional services include:


Audits of Nonprofit Organizations

Nonprofit Organizations are often required to have annual audits in compliance with grant terms and agreements, financial arrangements, or governmental requirements. Jason F. Clausen, P.C. has a special concentration in Nonprofit Organization auditing, and has been a growing resource for nonprofit organizations located throughout the United States.

OMB Circular A-133 Single Audits

Does your organization receive funding from the Federal Government? If so, you may be required to have an OMB Circular A-133 Single Audit. A Single Audit involves not only the audit of the financial statements, but also assessments of internal control, and compliance within the requirements of OMB Circular A-133. Single Audits require knowledge and experience beyond the needs for audits of traditional financial statements. Jason F. Clausen, P.C.’s audit experience in this area can serve your organization as a knowledge resource and an efficient alternative to others who may not be as familiar with Government Auditing Standards required for these types of audits.

Find out more here

Audits of Professional Employer Organizations (PEOs)

Over the last several years, the number of states that are now requiring financial statements audits for Professional Employer Organizations (PEOs) has increased to over 30. All signs indicate that this trend is on the rise.

PEOs are swarmed with different sets of regulation at the federal level, and at the state level, with each state being different from one another. With the many different states requiring financial statement audits, and various types of ratios in order for proper compliance, it may be difficult to keep up to date on new developments within each state.

Jason F. Clausen, CPA, has been engaged as a CPA with PEOs since 1999, both internally as a controller for a PEO family active in over 40 states, and as an auditor for PEOs with gross receipts ranging from $9 Million to $500 Million.

Given the years of experience in audit and compliance work with PEOs, we consider it a specialty of ours. If your organization is a PEO, we would like the opportunity to discuss our services with you. We serve nationwide.

Audits of Employee Benefit Plans

Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report (Form 5500). If your employee benefit plan is required to have an audit, one of the most important duties of the plan administrator is to hire an independent qualified public accountant. Our firm, as part of our auditing expertise, has great knowledge and specialized expertise with regard to the procedures required to perform these audits with audits of employee benefit plans.

Find out more here

Audits of Privately-Held Businesses

Private Businesses may be required to have an annual financial statement audit for a variety of reasons: lending requirements, business licenses, corporate by-laws, etc. In choosing your auditor, some of the factors may be reputation of the firm, fees expected, expertise of the auditor. Our firm is specialized in auditing services, and are familiar enough with auditing procedures that prevent us from overauditing, which is common among CPAs who may be less familiar or up to date with generally accepted auditing procedures.


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