We have been providing accounting, auditing, consulting, and tax services to non-profit entities since 1988. Our extensive background and commitment to the industry allow us to bring you an audit which goes beyond the minimum statutory requirements. Our depth of experience in the industry mean that we bring creative and practical solutions to assist you in meeting the challenges that you face in your day-to-day operations and recommendations tailored to your unique needs. We provide hands on service to not just identify issues but to actively assist you in resolving them. We are a constant resource to you and your staff and take the time to assist you with understanding and interpreting accounting and compliance requirements. We understand our responsibility to provide service to our clients throughout the year. We have a long record of exceeding our client's expectations with our personal attention and the knowledge we provide.
We look at non-profits as small businesses; we provide practical advice for accounting, operations, and fund development. We have extensive knowledge on common issues non-profits face including:
We have the expertise in dealing with the different sources of funding and we understand where the risk resides for program funding. Our approach is to carefully test the systems and controls designed to report this information. A review of significant relationships between funding, expenditures, and service levels provides assurance that you are receiving the funding you have earned and helps you focus on your programs from a management perspective (which programs are encroaching on general fund resources). This approach allows you identify opportunities to improve procedures and training needs for site personnel and recognize growing program costs and potential effect on future budgets. This proven approach means a better accountability and assurance for you.
Non-Profit Tax
Federal Forms 990, 990T, State Forms, Catch-up of prior year returns, Exempt Applications: 1023, 1024, 8178
Charitable Organizaitons, Associations, Unions, Foundations & Charatible Trusts, Insurance Trusts
Review of exemptions of governments and political subdivisions under IRC 115
See the Non Profit Filing Requirements
For more information, see our Non-Profit Brochure below.
If you are interested in setting up a nonprofit organization, we can help! Click on the link to see the California Attorney General's Guide for Charities, a comprehensive guide discussing all of the basics of setting up a nonprofit. Still have questions? We are a phone call away.
