Anne McCaleb, CPA

Anne McCaleb, CPA is a virtual accounting practice based in Coos County, Oregon. Anne McCaleb now concentrates on audits and reviews for nonprofit organisations and on audits of large employer benefit plans such as 401(k) plans. She serves clients across Oregon and Northern California and does the work herself rather than handing it to staff.

What Anne McCaleb, CPA offers

• Nonprofit audits — financial statement audits for nonprofit organisations.
• Nonprofit reviews — review engagements for nonprofits.
• Employee benefit plan audits — audits of large 401(k) and similar plans for plan administrators.
• Tax and accounting — earlier listings also describe bookkeeping, tax preparation, tax planning and IRS problem resolution for small businesses and individuals.

Who it works with

Nonprofit organisations and 401(k) plan administrators in Oregon and California, served remotely.

Key facts

• Based in: Coos County, Oregon
• Experience: over ten years in nonprofit and benefit plan audits
• Background: began with two decades running operations at her husband's construction-trade firm