Not-for-Profit

Financial Expertise

Cost-Effective Financial Planning & Accounting to Help You Do the Most Good

Managing costs, competing for funding, and juggling financial audits is a constant challenge for many nonprofits. We’re here to help. 

Our firm is ready and able to help your not-for-profit organization handle audits, reviews, tax-exempt issues and estate gifts.

Not-for-Profit Tax Planning & Preparation Services

We work with all types of 501(c)(3) organizations:

  • Social service agencies
  • Arts foundations
  • Educational institutions
  • Religious institutions

Strategic Tax Planning

Thin margins require careful tax planning. We can help with tax-exemption issues, employment taxes, group exemptions, and more.

  • Save time with a tax preparer experienced with not-for-profits.
  • Relieve tax stress with experienced tax preparation.

Estate & Trust Gifts

Minimize Tax Liability For Estate & Trust Gifts

Estate and Trust gifts are essential to running many not-for-profit organizations. But with frequently changing rules and regulations, it can be difficult to stay current with reporting and planning. Rely on our thorough knowledge and experience to make things easier. 

  • Minimize tax liability with correct record-keeping and reporting. 
  • Understand the implications of differently structured donations.

Financial Audits & Reviews

Maximize Opportunity with Financial Clarity

Win grants and government funding and make financial decisions for your organization with systematic audits, and reviews.  

  • Meet your deadline with a manageable plan for gathering paperwork
  • Meet IRS and government oversight agency requirements
  • Save time & money by choosing the correct level of financial reporting for your purposes
  • Gain a clear financial summary of your company to make decisions