Nonprofit

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