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Firm AnnouncementsUllrich Delevati Cares

Join Us This Giving Tuesday: Help Us Double Our Impact for Local Families

November 26, 2025by admin

At Ullrich Delevati, CPAs, the community has always been at the heart of who we are. For decades, we’ve been committed not only to serving our clients with integrity and excellence, but also to investing in the well-being of the region we call home. This year, we are proud to deepen that commitment by participating in Giving Tuesday in support of United Way California Capital Region.

Founding Partner Mark Ullrich, who serves on the United Way California Capital Region Board of Directors, has long championed the organization’s mission to build stronger, more stable futures for local families. The impact United Way creates, from housing support to education, financial coaching, and vital community programs, aligns with our firm’s belief in empowering others to thrive.

Our $10,000 Matching Gift: Double the Difference You Make

To inspire generosity and accelerate change, Ullrich Delevati, CPAs has contributed a $10,000 matching gift for this year’s Giving Tuesday initiative. This means that every dollar donated, up to $10,000, will be matched by our firm, doubling its impact on families across the Capital Region.

When you give, you help United Way provide:

  • Stability for families facing housing crises
  • Academic support and opportunities for children
  • Financial coaching to strengthen long-term household success
  • Access to essential tools, resources, and education
  • Pathways for neighbors to move from surviving to thriving

Your contribution, no matter the size, helps create lasting change for those who need it most.

How You Can Join Us

We invite our clients, colleagues, partners, and friends to stand with us in supporting this cause that directly impacts our local community.

Click below to donate and participate in Giving Tuesday:
👉 https://givingtuesday.mightycause.com/organization/UnitedWayCCR

Together, we can amplify the power of generosity and help even more families find stability, hope, and opportunity. Thank you for joining us in making a meaningful difference.

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Firm Announcements

Beneficial Ownership Information

November 15, 2024by admin

As of January 1, 2024, the bipartisan Corporate Transparency Act requires many companies doing business in the United States to report information about the individuals who ultimately own or control them. The law was passed to curb illicit finance and protect U.S. national security. Filing is simple, secure, and free of charge. Learn more about beneficial ownership reporting at www.fincen.gov/boi. Companies that are required to comply (“reporting companies”) must file their initial reports by the following deadlines:

  • Existing companies: Reporting companies created or registered to do business in the United States before January 1, 2024 must file by January 1, 2025.
  • Newly created or registered companies: Reporting companies created or registered to do business in the United States in 2024 have 90 calendar days to file after receiving actual or public notice that their company’s creation or registration is effective.

Some Companies are exempt from filing. Please review the “Small Entity Compliance Guide” or click the link below to determine if your Company is exempt from filing. The guide has the exemptions and a checklist for each one to determine if your Company is exempt from filing.

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Beneficial ownership information reporting is not an annual requirement. A report only needs to be submitted once, unless the filer needs to update or correct information.

For your convenience, we have provided instructions on “How to get a FinCEN ID” and “How to File your Beneficial Ownership Information (BOI) Report.”

How to get a FinCEN ID

How to File your Beneficial Ownership Information (BOI) Report

Reporting companies should file a BOI report by January 1, 2025. If you have created or registered any new business that we are not aware of in 2024, a BOI report must be filed within 90 days after the creation of the new entity is effective.

If you need assistance with getting a FinCEN ID or filing the BOI report, please contact our firm as soon as possible so we can set up an appointment before January 6, 2024.

FOR ADDITIONAL INFORMATION:

FinCEN has prepared a list of Frequently Asked Questions (FAQs) in response to inquiries received relating to the Beneficial Ownership Information Reporting Rule and Beneficial Ownership Information Access and Safeguards Rule.

These FAQs are explanatory only and do not supplement or modify any obligations imposed by statute or regulation. Please refer to the Beneficial Ownership Information Reporting Rule and Beneficial Ownership Information Access and Safeguards Rule, available at www.fincen.gov/boi, for details on specific provisions. FinCEN expects to publish additional guidance in the future. Questions may be submitted on FinCEN’s Contact web page

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Firm AnnouncementsUllrich Delevati Cares

Mark Ullrich Joins Board of Directors for California Capital Region Foundation

August 11, 2022by admin
Our commitment to the community truly starts at the top! Since we opened for business in 1980, Ullrich Delevati, CPAs, has been as steadfastly committed to serving our community as we are to serving our clients. Our Founding Partners recognize the importance of leading by example, and each demonstrates their passion for giving back to the community in their own way.
Nowhere is this more evident than in our commitment to UDCPAs Cares! In keeping with the longstanding tradition of giving back, Mark Ullrich recently joined the Board of Directors for the California Capital Region Foundation. We couldn’t be more proud of you, Mark, and are honored to share your recent announcement and feature in the Daily Democrat! As well as your highlight in a United Way Article.
Please join us in congratulating Mark!
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Firm Announcements

Thank You for Another Successful Tax Season!

May 18, 2021by admin

As we officially close another (extended!) tax season, we want to thank you for choosing Ullrich Delevati, CPAs, as your accounting firm!  We understand the last two tax seasons have been anything but ordinary and we appreciate your support and the confidence that you have placed in us to advise you regarding your accounting and tax issues. It was our pleasure to be of service to you and we look forward to serving you in the coming years and beyond!

Our commitment to our clients is to ensure you receive the best in professional accounting services by our knowledgeable, attentive, skilled team. We hope that you have experienced that with us and want to thank our incredible staff for their diligence and hard work this tax season!  Between the ever changing tax codes, laws, and extensions, the last two tax seasons have been incredibly demanding for our team and clients alike and we are so appreciative of everyone’s patience and perseverance.

It is our privilege to work with each and every one of you and we look forward to our continued relationship!

All the best,
Your Partners at Ullrich Delevati CPAs

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Firm Announcements

Ullrich Develati, CPAs Announces New Tax Manager

February 2, 2021by admin

Please join us in congratulating Julie Yule, CPA, on her recent promotion to Tax Manager!  Julie Yule joined Ullrich Delevati, CPAs in 1996, and for over 20 years, she has provided insightful and consistent tax planning and preparation services, accounting, and consulting services to our clients.  As a CPA and Senior Accountant in the firm, Julie has a long history of working with a wide range of individuals and businesses to provide them with complete accounting services to include specialized income tax services.

As the firm’s new Tax Manager, Yule will expand her role to include supporting the Partners and staff with tax research, the review of complex federal and state tax returns, and act as the firm’s primary knowledge base for state taxation, tax law changes, and tax engagements.  Yule will also serve our firm’s primary trainer and point person for tax law changes and assist with the both the training and implementation of the firm’s Ultra Tax software system.  All the while, continuing to help grow our client base with the exemplary service and uncompromising quality we’re known for while strengthening our firm’s ability to serve our clients.

As one of our firm’s two most senior QuickBooks Pro Advisors, Yule will continue leading the firm in our client service areas of QuickBooks account set-ups, conversions to QuickBooks Online, and training on how to use the software most effectively.

We thank Julie Yule for her ongoing service and are excited to support her in her continued success!

 

To learn more about how Ullrich Delevati, CPAs can help provide financial clarity for your business or personal ventures, email info@udcpas.com, call 530-666-6671, or visit our website www.udcpas.com.

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Firm Announcements

Julie Yule Promoted to Tax Manager

January 19, 2021by admin

Please join us in congratulating Julie Yule, CPA, on her recent promotion to Tax Manager!  Julie Yule joined Ullrich Delevati, CPAs in 1996, and for over 20 years, she has provided insightful and consistent tax planning and preparation services, accounting, and consulting services to our clients.  As a CPA and Senior Accountant in the firm, Julie has a long history of working with a wide range of individuals and businesses to provide them with complete accounting services to include specialized income tax services.

As the firm’s new Tax Manager, Yule will expand her role to include supporting the Partners and staff with tax research, the review of complex federal and state tax returns, and act as the firm’s primary knowledge base for state taxation, tax law changes, and tax engagements.  Yule will also serve our firm’s primary trainer and point person for tax law changes and assist with the both the training and implementation of the firm’s Ultra Tax software system.  All the while, continuing to help grow our client base with the exemplary service and uncompromising quality we’re known for while strengthening our firm’s ability to serve our clients.

As one of our firm’s two most senior QuickBooks Pro Advisors, Yule will continue leading the firm in our client service areas of QuickBooks account set-ups, conversions to QuickBooks Online, and training on how to use the software most effectively.

We thank Julie Yule for her ongoing service and are excited to support her in her continued success!

 

To learn more about how Ullrich Delevati, CPAs can help provide financial clarity for your business or personal ventures, email info@udcpas.com, call 530-666-6671, or visit their website www.udcpas.com.

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