Not for Profit Organizations

My firm has many years of experience servicing the not for profit sector as audit partners, IRS representatives, and business consultants.

Advisory Services

Strategic Plan Formulation and Planning / Execution Coaching

Financial Audit and Compilations

Yellow Book, A 133 and GAAP

Entity and IRS Matters

Non Profit Organization Formation, 501 C (3), Exempt Application, 990

Empowering Nonprofits with Expert Advisory, Audit, Accounting and Tax Compliance Services

Navigating the financial landscape as a nonprofit organization comes with its own set of challenges that differ from those faced by for-profit businesses. At the core of your responsibilities lies the Strategic Plan, Financial Statements, annual submission of Form 990, adherence to (OMB) Circular A-133 requirements, and managing taxes on unrelated business income. That’s where our specialized team of accounting and tax professionals steps in to support your mission.

Tailored Nonprofit Accounting Services at Your Fingertips

Equipped with cutting-edge nonprofit technology and employing proactive tax planning strategies, we ensure that every financial move you make aligns with your organization’s bylaws, optimizes funding sources, and streamlines costs. Whether you are an established nonprofit organization, foundation, charity, association, or just embarking on turning your vision into a reality, we are here to guide you every step of the way.

Here’s what sets us apart:

  • Strategic Planning: We take strategic planning to the next level. Our approach is grounded in the wisdom of leading scholars and practitioners in the field, ensuring that our strategies are well-informed, inclusive and therefor effective. Moreover, we leverage cutting-edge tools, the very same ones utilized by prestigious Ivy League business schools.
  • Advisory and Coaching:  Strategic Planning coaching and Visioning is done on by your teams on your premises for the most part. 
  • Comprehensive Audits: Our annual audits ensure transparency and accountability in your financial operations.
  • Strategic Financial Statements: We prepare accurate quarterly and annual financial statements that empower informed decision-making.
  • Strategic Managerial Statements: You prepare projected financial statements that empower day to day decision-making.
  • Reviewed or Compiled Statements: Depending on your needs, we provide reviewed or compiled financial statements for a clear financial snapshot.
  • Form 990 Mastery: We expertly handle the preparation and submission of annual Forms 990 and 990-T.
  • Supporting Documentation: From income and program expenses to balance sheets and revenue support schedules, we cover it all.
  • State Law Compliance: Our team ensures that you remain compliant with state laws relevant to nonprofit organizations.
  • Tax-Exempt Status Application: We guide you through the process of obtaining tax-exempt status under Section 501(c)(3), including the filing of Form 1023.

Elevate Your Nonprofit’s Potential

Are you ready to transform your struggling nonprofit into a thriving team for positive change? Take the next step by filling out our contact form today. The journey to a brighter future for your organization as a team begins here. What are you waiting for?

  • Tax Management Services
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping
  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning
  • IRS Representation
  • Entity Selection
  • Payroll Services
  • Estate Tax Preparation

Contact Us

Please let us know if you have a question or how we can help you and reach you when we are not actively engaged.

619.537.9174 By Appointment

Home Office 3091 SE Kamilche Point Rd, Shelton, 98584

By Appointment