Services We Offer
Dedicated to nonprofit organizations of all sizes
Financial management can be a challenge for nonprofits looking to provide
extraordinary services with limited resources. Whether you are looking for an annual
audit, review, tax services, or just need to have access to a CPA firm to discuss your
financial needs, contact us and let us know how we can help you and your organization.
We focus on the core services below. We’ll start by understanding your needs and then tailor a scope that fits your organization.
Audits
An audit provides the highest level of assurance on an organization’s financial statements. We perform risk-based procedures that may include confirming information with third parties, observing processes, and testing transactions and balances. We also aim to add value by sharing practical recommendations to strengthen internal controls, improve efficiency, and support strong financial stewardship.
Reviews
A review provides limited assurance that no material modifications are needed for the financial statements to be in accordance with the applicable reporting framework. Reviews are a great fit when those charged with governance want comfort over the numbers without the depth and cost of an audit.
Compilations
A compilation presents financial information in a financial statement format based on management’s representations. Compilations provide no assurance and do not include testing or verification procedures, but they can be useful when financial statements are needed for internal use or external reporting requirements.
Tax Services – Form 990 Preparation
Nonprofits have unique tax compliance requirements, and Form 990 is often the most visible public-facing document your organization files. We prepare federal and applicable state filings with accuracy and consistency, helping ensure your return aligns with your financial statements and tells your story clearly to donors, grantors, and other stakeholders. We also help identify disclosure items and governance questions that commonly create follow-up from boards, auditors, and regulators. Typical filings include: Typical filings include: Form 990, 990-EZ, 990-N, and 990-T.