Welcome and thank you for visiting the Williams & Olds Website. In addition to providing you with a profile of our firm this Website has been designed to become a helpful resource for you. Our firm was founded and is managed by our two principals, James B. Williams, CPA and Steven J. Olds, CPA. Williams & Olds have been associated since 1985 in the practice of providing accounting, auditing, tax, and consulting services to clients across a wide range of industries.
We have, however, developed unique expertise in the following specialized industries: construction and real estate development, employee benefit plans, health care, and non-profit organizations.
We have, however, developed unique expertise in the following specialized industries: construction and real estate development, employee benefit plans, health care, and non-profit organizations.
Services
Bachelor of Arts degree in Business Economics from the University of California at Santa Barbara.
Master of Science in Taxation from Golden Gate University.
Jamie joined the Sacramento office of Grant Thornton in 1983 after serving six years with a local accounting firm in Sacramento.
He was the head of the Tax Department during his last three years at Grant Thornton.
He has served as a speaker in tax instruction seminars and has had articles published on tax matters.
Areas of expertise include providing tax planning and consulting services to individuals and closely-held businesses with such matters as real estate, construction, S corporations, mergers and acquisitions, non-profit taxation issues, ESOP's, pension/profit sharing and other deferred compensation plans, and trust and estate taxation.
Master of Science in Taxation from Golden Gate University.
Jamie joined the Sacramento office of Grant Thornton in 1983 after serving six years with a local accounting firm in Sacramento.
He was the head of the Tax Department during his last three years at Grant Thornton.
He has served as a speaker in tax instruction seminars and has had articles published on tax matters.
Areas of expertise include providing tax planning and consulting services to individuals and closely-held businesses with such matters as real estate, construction, S corporations, mergers and acquisitions, non-profit taxation issues, ESOP's, pension/profit sharing and other deferred compensation plans, and trust and estate taxation.
Our professional service approach is based upon timely communication and complete candor which we have found are critical in establishing and maintaining an excellent working relationship.
For engagements where we attest as to the fairness of the financial statements, we meet with our new clients immediately after our appointment to discuss our initial assistance and engagement plans.
We will also meet during the course of our work to discuss our progress and findings and, at the conclusion of the engagement, to present our management letter.
For engagements where we attest as to the fairness of the financial statements, we meet with our new clients immediately after our appointment to discuss our initial assistance and engagement plans.
We will also meet during the course of our work to discuss our progress and findings and, at the conclusion of the engagement, to present our management letter.
The criteria for our quality control standards have been established by the American Institute of Certified Public Accountants.
In 2018, we successfully completed an independent quality review by a team of CPAs from another public accounting firm.
The review concluded that Williams & Olds complies with the stringent quality control standards of the AICPA.
Every two years we voluntarily submit to a peer review.
For further information concerning our quality review please contact Steven J. Olds at Steve@williamsandoldscpas.com.
In 2018, we successfully completed an independent quality review by a team of CPAs from another public accounting firm.
The review concluded that Williams & Olds complies with the stringent quality control standards of the AICPA.
Every two years we voluntarily submit to a peer review.
For further information concerning our quality review please contact Steven J. Olds at Steve@williamsandoldscpas.com.
Our fees are based on the time incurred in the performance of an engagement.
You can appreciate that it is very difficult to determine in advance, with precision, how much time will be required to accomplish an engagement.
However, based on a review of your prior year financial statements and income tax returns, interim financial information and year accounting system, we can provide you with an estimated fee to complete an engagement.
Our fee estimates presume that a reasonable amount of routine assistance will be provided by your accounting staff.
You can appreciate that it is very difficult to determine in advance, with precision, how much time will be required to accomplish an engagement.
However, based on a review of your prior year financial statements and income tax returns, interim financial information and year accounting system, we can provide you with an estimated fee to complete an engagement.
Our fee estimates presume that a reasonable amount of routine assistance will be provided by your accounting staff.
We take pride in offering our clients a secure environment to safeguard confidential financial information.
Tax workpaper files are electronic and saved on our secure server for five years.
Upon completion of the five-year period, documents are destroyed.
Please contact us if you would like to retain these records rather than have them destroyed.
Principal Approval A principal of the firm must approve the destruction of documentation, except for automatic audit documentation after the seven year retention period has expired.
Tax workpaper files are electronic and saved on our secure server for five years.
Upon completion of the five-year period, documents are destroyed.
Please contact us if you would like to retain these records rather than have them destroyed.
Principal Approval A principal of the firm must approve the destruction of documentation, except for automatic audit documentation after the seven year retention period has expired.
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