Nonprofit organizations occupy a unique position in our communities, one that induces focused regulatory attention and opens an effectual door to the public’s view of the inner workings of the exempt organization. A heightened level of scrutiny commands a heightened level of service.

Our nonprofit accounting team is prepared and committed to guide your organization through these intricacies.


Services We Provide:

  • Alternative Investments
  • Application for Exemption
  • Charitable Gifts Vehicles and Endowments
  • Financial Reporting and Tax Regulations Specific to Educational Institutions
  • Form 990 Presentation and Reporting Requirements
  • General Tax Consulting
  • Regulatory Compliance
  • Operations Improvement
  • Unrelated Business Income


We Partner and Assist Nonprofit Organizations Including:

  • Private Foundations and Charitable Trusts
  • Tax consulting and compliance
  • Maximizing tax credit opportunities
  • Unrelated business income tax
  • Higher Education and Independent Schools
  • Regulatory compliance
  • Form 990 presentation and reporting requirements
  • Application for exemption
  • Unrelated Business Income Tax (UBI)
  • Compliance with accounting standards
  • Financial-reporting and tax regulations specific to educational institutions
  • Alternative investments
  • Charitable gift vehicles and endowments
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Emily Landry

Senior Manager