Services
Ullrich Delevati, CPAs offers full-service accounting and financial management services to clients throughout Woodland and Sacramento, California as well as surrounding areas. Our team of certified public accountants and knowledgeable financial professionals is deeply experienced in personal and business tax planning and tax compliance, general accounting and bookkeeping, agricultural accounting, estate and trust planning, management consulting, business valuation, audit services and litigation support. We offer the highest levels of technical competence and personal service and we are thoroughly committed to helping businesses and individual clients achieve their financial goals.
Ullrich Delevati delivers the resources, experience and know-how of a much larger accounting firm with the responsiveness, accessibility and dedicated service of a local firm. We offer the following accounting services and are here to help you find your path to financial success!
Personal Tax
From tax planning and preparation services to filings and negotiations, Ullrich Delevati’s team of certified public accountants and experienced financial professionals is here to support you and alleviate the stress of personal tax preparation and tax planning.
Business Tax
We provide a comprehensive list of client accounting services that are designed to help you and your business flourish while keeping your finances on track. In accordance with Generally Accepted Accounting Principles (GAAP), our firm offers a complete range of general accounting services.
Accounting
Whether you’re an individual, established business, or a startup facing growth challenges, we can help! Our firm offers a complete range of general accounting and bookkeeping services designed to help facilitate your success, minimize your taxes, and maximize wealth.
Agricultural Accounting
Our agricultural accountants understand that farming isn’t just a business, it’s a unique way of life that has its own challenges and requires specialized financial experience. Our approach is tailored to meet our clients’ individual needs and objectives with specific farm business accounting services.
Winery Accounting
Whether you’re a vineyard, winery, vintner, or distributor, our experienced certified public accountants and tax professionals can help your business thrive with accounting for winery operations.
Construction Accounting
Construction companies face new financial opportunities and unique accounting challenges. From construction tax accounting and constructions project accounting to cost allocations and meeting your bonding requirements, our team can help your company with all aspects of construction accounting.
Estate and Trust
Preserve your wealth and minimize federal and state tax liabilities so that your assets pass on to future generations with the lowest possible tax burden! We are available to assist with the design, implementation, and administration of your individual estate plan as well as setting up a will and trust.
Trust Accounting
Trust accounting is a specialized field that requires adherence to court requirements. Our firm’s estate tax accountants and trust tax accountants are well-versed in court requirements and is adept at handling the affairs necessary to protect your estate.
Not for Profit Accounting
We understand the unique complexities of the not-for-profit landscape as well as the critical informational needs of your constituencies. We are passionate about non profits and eager to help you negotiate the push-pull between your core missions and your fiduciary responsibilities.
Retirement Planning
We believe it’s never too early to begin planning for retirement and we can help you establish the strategy you need to effectively achieve your retirement goals. We evaluate your retirement goals and objectives, then expertly analyze your current (and projected) financial position to create the best retirement plans.
Business Succession Planning
Preparing for the transition of your business is something business owners rarely consider until they’re ready to sell or retire. We develop sound strategies to increase the value of your business while decreasing taxes.
Business Valuation
Whether you’re thinking of selling your business, negotiating a merger or acquisition, seeking additional investors, or estate planning, our comprehensive business valuation services meet all of the relevant IRS regulations for gift and estate purposes. We are experts in structuring transactions to maximize tax benefits.
Mergers and Acquisitions
Whether you’re looking to merge your business with another, acquire a new business, or sell all or part of your company, we can help you identify your best options, develop exit strategies, and better understand the financial impact and tax implications of your decision.
Business Consulting
Our experience with multiple industries paired with tax expertise and financial analysis provides a solid foundation to our range of small business consulting services, business accounting services, and accounting consultancy services. We provide practical solutions that will help improve your business operations and strengthen your bottom line.
Forensic Accounting
Determining that fraud has occurred and establishing the amount of financial damages requires true investigative specialists and forensic accounting experts who are able to “follow the money” and ascertain the extent of illegal accounting practices. We’re here to help!
Litigation Support
The financial damages incurred by businesses and individuals because of fraudulent activity is staggering. Our firm can establish the extent of financial loss, consult with litigators, and provide expert testimony on issues related to fraud and financial damages. We also evaluate claims prior to the filing of a lawsuit and offer trial support services.