Not-for-Profit

We provide the accounting, audit, tax and advisory services required by your not-for-profit organization.

Whether your needs are limited in focus or you require a wide range of assistance, our firm builds value into every engagement we perform. In accounting, auditing, consulting and tax, we deliver timely services to meet the needs of our clients. As our clients´ needs expand, we have the strength and expertise to keep pace. Services provided include:

Accounting Services

  • Compilation of Financial Reports
  • Preparation of Budgets
  • Accounting for Employee Benefit Plans
  • Cash Flow Analysis
  • Formatting Accounting Systems to comply with SFAS No. 116 and 117

Audit Services

  • Financial Statement Audits
  • OMB Circular A-133 Audits
  • Internal Control Reviews
  • Compliance Audits
  • Special Purpose Reports
  • Sub Recipient Audits
  • Fraud Audits

Tax Services

  • Tax Consolidation
  • Preparation of IRS Form 990
  • Information Return for Exempt Organizations
  • Preparation of IRS Form 5500, Annual Return of Employee Benefit Plans
  • Assistance with IRS Audits
  • Preparation of IRS Form 990T, Exempt Organization Business Income Tax Return
  • Calculation of Lobbying Tax

Consulting Services

  • Compensation Planning
  • Strategic Planning
  • Employee Benefit Plan Services
  • Grant Application Preparation
  • Cost Allocation Plans Preparation
  • Training of In-House Accounting Staff
  • Board Meeting Participation
  • Computer Systems Consultation
  • Fundraising Consultation