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Resources

The things we found ourselves explaining often enough to write down.

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California compliance calendar

Every statutory deadline that matters to a business or nonprofit in California, on one page, with the authority for each.

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Compilation vs review vs audit

The comparison people most often need before they can even ask for a quote.

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Insights

Notes on things that have changed, and things that are commonly got wrong.

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Take this with you

The California compliance calendar

Every filing a Los Angeles business, nonprofit or association owes in a year, in date order, with the statute beside it. One page, so it can go on a wall.

  • Federal, California and Los Angeles County dates in a single sequence
  • Entity by entity, so you only read your own rows
  • The citation for each date, so you can check it yourself
  • Reviewed and dated, and reissued when a date moves
California compliance calendarExcerpt
WhenObligation and authority
15 MarS-corporation (1120-S) and partnership (1065) returnsIRS
31 MarAudited financial statements publicly availableGov. Code §12586(e)
~30 AprHOA financial review distributed to membersCiv. Code §5305
31 JulForm 5500 for a calendar-year retirement planDOL / IRS
15 NovForm 990 for a 30 June year endIRS / CA AG

See the whole year

There is no instant download. A person sends it, usually the same working day.

We email you this one document and nothing else unless you ask. We do not share your details, we do not add you to a sequence, and one reply saying stop ends it.

Keep reading

Resource

Compliance calendar

 Audit Preparation

Compilation vs review vs audit

 Insights

Insights

Common questions

Not answered here? Ask us directly: we would rather explain it than have you guess.

Can we use these with our board?

Please do. The compliance calendar in particular was written to be circulated: board members and finance committees generally have no way to see the year laid out, and it makes the conversation about scheduling much easier. No attribution needed, though we appreciate it.

How often is this updated?

Anything time-sensitive carries a visible last-reviewed date, and we revisit the calendar and the threshold-dependent pages at least annually and whenever something material changes. If you spot something out of date, tell us. We would rather hear it from you than leave it wrong.

How do we start?

Book a scoping call using the form on this page, or call us. We will ask what you need, who is asking you for it, and what condition your records are in, then tell you what the engagement involves and what it will cost before anything begins.

Book a scoping call

Twenty minutes, no charge. Tell us what you need and we will tell you what it involves, what it will take, and whether we are the right fit for it.

  • A short call with the person who would actually do the work.
  • A clear scope and a fixed quote before anything begins.
  • We reply to every enquiry within one business day.

Prefer to talk now? Call (310) 220-0248
Monday to Friday, 9am to 6pm PT

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Free resource

The California compliance calendar

Every filing a Los Angeles business, nonprofit or association owes in a year, in date order, with the statute beside it. One page, so it can go on a wall.

  • Federal, California and Los Angeles County dates in a single sequence
  • Entity by entity, so you only read your own rows
  • The citation for each date, so you can check it yourself
  • Reviewed and dated, and reissued when a date moves

There is no instant download. A person sends it, usually the same working day.

We email you this one document and nothing else unless you ask. We do not share your details, we do not add you to a sequence, and one reply saying stop ends it.