Nonprofit & Charity Services

Specialized support for mission-driven organizations.

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What We Offer

    • Nonprofit entity formation (state filings)

    • IRS 501(c) tax-exempt status applications (Form 1023 / 1023-EZ / 1024)

    • Bylaws & governance structure guidance (non-legal)

    • State charitable registration & renewals

    • Employer identification number (EIN) setup

    • Sales & use tax exemption applications

    • Form 990 / 990-EZ / 990-N preparation

    • State nonprofit returns & informational filings

    • Unrelated Business Income Tax (Form 990-T)

    • Payroll tax filings (941, 940, DE-9, etc.)

    • State and local compliance (FTB, AG registry, Secretary of State)

    • Foreign reporting where applicable (FBAR, 5471, etc.)

    • Monthly/quarterly bookkeeping

    • Chart of accounts designed for nonprofits

    • Fund accounting & donor restriction tracking

    • Reconciliation of bank and investment accounts

    • Financial statement preparation (internal use)

    • Accrual vs. cash basis conversions

    • Board-ready financial statements

    • Budget vs. actual analysis

    • Cash flow forecasting

    • Grant-specific financial reports

    • Form 990 tie-out to books

    • Management dashboards & KPIs

    • Independent Audits

    • Reviews & compilations

    • Single Audit (Uniform Guidance) support

    • Agreed-upon procedures (AUPs)

    • Audit prep & liaison with external auditors

    • Payroll processing & filings

    • Reasonable compensation analysis

    • Executive compensation disclosures (Schedule J)

    • Employee vs. contractor classification

    • Fringe benefit & accountable plan setup

    • State employment compliance

    • Board financial literacy training

    • Conflict of interest policy guidance

    • Governance best-practice reviews

    • Internal controls assessments

    • Fraud risk assessments

    • Board reporting structure design

    • Grant budget preparation

    • Grant compliance tracking

    • Cost allocation plans

    • Indirect cost rate calculations

    • Grant reporting support

    • Audit-ready grant documentation

  • Item descriptionFinancial sustainability planning

    • Program profitability analysis

    • Scenario modeling & forecasting

    • Mergers, dissolutions, or restructurings

    • Mission-aligned growth planning

    • Endowment & reserve policy modeling

    • Segregation of duties design

    • Cash handling policies

    • Donation processing controls

    • Fraud prevention systems

    • Whistleblower policy guidance

    • Charitable contribution substantiation rules

    • Donor acknowledgment compliance

    • In-kind donation valuation guidance

    • Quid-pro-quo contribution analysis

    • Political activity & lobbying compliance

    • Private benefit & excess benefit analysis (Intermediate sanctions)

    • Accounting software selection (QuickBooks, Sage, etc.)

    • Fund accounting system setup

    • Chart of accounts restructuring

    • Automation & workflow optimization

    • Internal reporting templates

Our Tax Return Process

  • A person wearing a blue button-up shirt is sitting at a desk, writing on paper with a black and gold pen.

    1. Pre-Engagement

    Tax Engagement Agreement reviewed and signed.

  • Piles of assorted papers, documents, and folders stacked on a flat surface.

    2. Source Document Collection

    Gather W-2s, K-1s, and all other tax documents, then upload to the portal or drop them off at our office.

  • A desk with various papers, a notebook, a pen, and a check-in ticket on a white wooden surface.

    3. Organize & Prepare

    Your documents are organized and digitized. The your tax return is prepared by your dedicated professional.

  • Close-up of a magnifying glass held over a laptop keyboard.

    4. Review & Assembly

    Your return undergoes supervisor and/or partner-level review, then is assembled and delivered for your approval and signature.

  • Three hardcover books stacked on a white surface with a black and beige marker and a black eraser nearby.

    5. E-Filing & Confirmation

    Once approved, your return is securely filed, and our billing team will reach out to finalize your account.

  • Sunset over the ocean with waves crashing on the sandy beach and a few people wading in the water.

    6. Finish

    Tax returns include next year estimates and comprehensive instructions to remit any payments.

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