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Non-Profits

As a non-profit organization, you play an important role in the community.  As a community leader, there is compelling pressure to uphold the public’s level of trust by maintaining unquestionable integrity. 
 Additionally, it’s important to do your due diligence by assuring your organization is taking full advantage of all the tax exemptions and assuring your reports are filed on time.

For years we have helped with financial reporting and also assisted non-profits in expanding their funding sources and increasing contributor donations. If your current accounting firm is not providing guidance for your board of directors so that they can make the best decisions possible, allow our experienced professionals to help. We can ensure your non-profit organization's success by providing experienced operational and accounting services.

  • Budget/Cash Flow Planning
  • Financial Outsourcing
  • Tax Preparation of Forms 990, 990-PF and 990-T, UBIT and Forms 1023/1024
  • Board Fiduciary Responsibilities
  • Internal Controls and Process Improvement
  • Operations Management

  • Services

    Business Consulting

    Business Tax Returns

    Non-Profit Tax Returns

    Individual Tax Returns
    Tax Representation
    (IRS, Franchise Board, and State Board of Equalization)

    Estate Gift Planning

    Bookkeeping/Write-ups (Monthly/Quarterly/Annually)

    Accounting Software Selection & Implementation

    QuickBooks (setup & training)

     



     

     

     

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