Mastering Financial Statements for Better Business Return
San Diego Chapter In-Person Workshop

Date/Time:

Thursday, September 17, 2026
10:00 AM to 2:00 PM

NEW Location!:

Elijah's Restaraunt and Delicatessen
7061 Clairemont Mesa Blvd (just east of the 805)
San Diego, CA 92111

Topic:

The secret to preparing a thorough and accurate business tax return is to start with a good set of balanced financial statements. Then the figures are easily transferred to the tax return, and the return can be reconciled back to the statements.Join us as we dive into the two financial statements – the Profit & Loss, or Income Statement, and the Balance Sheet – that make up the business tax return. We’ll identify the basic structure of financial statements, and the information they convey. Then we’ll learn how to prepare them, using hands-on exercises and case studies.Once we have a set of balanced financial statements, we’ll use them to prepare business tax returns – C corporations, S corporations and Partnerships – by hand, Throughout, we’ll demonstrate various ways to check our work. Finally, we’ll consider what to do if the client doesn’t have financial statements and how we can still prepare an accurate business tax return.

Presenter(s): 

Linda Dong, EA
Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She went to work for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax and accounting practice from her home. In 2024 she and another Enrolled Agent formed Acacia Tax Services LLC. Together they provide tax and accounting services to individuals, small businesses, and nonprofit organizations. Linda has been an Enrolled Agent (EA) since 1982. She is a QuickBooks ProAdvisor and teaches classes in accounting and tax to other professionals. She is currently serving as Immediate Past President of the California Society of Tax Consultants.

CPE Information:

4 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02321-26-I
CTEC: 1000-CE-05814

Knowledge Level: Advanced (More experienced)

Cost:

Continental breakfast and lunch will be provided.

Cost if registered before September 14, 2026 at midnight
Registration Fee (Member): $150
Registration Fee (Non-Member): $230

Cost if registered after September 14, 2026  at midnight
Registration Fee (Member): $170
Registration Fee (Non-Member): $255

For registration inquiries after the September 14, 2026 deadline, please contact Heather Santineau directly at 858-278-1164 or [email protected]

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.