Not-for-Profit Services
Not-for-Profit Services
Not-for-profit organizations have unprecedented regulations and restrictions that now govern how they fund their programs, structure their organizations and execute their missions and strategic plans. Your team needs a CPA firm that knows the non-profit organizations inside-out and can serve as a strong technical resource while helping your team maintain its focus on your organization’s mission.
We provide Not-for-Profit services to our non-profit clients. We are the experts to “Yellow Book,” Section 501(c)(3), and 403(b) audits as well as Form 990 tax filings, exemption qualifications and public charity status.
Our Not-for-Profit services include:
- Financial and compliance audits
- Application for Recognition of Exemption Under Section 501(c)(3)
- Audits under “Yellow Book”
- Form 990 and tax planning and return preparation, as well as other tax filings
- Internal control evaluations
- Matters related to bond assurance and financing
- GAAP for non-profit contributions, endowment funds, reporting of restricted assets
- Organizational structure, governance matters, development and implementation of strategic policies
- Implementation and compliance with Uniform Prudent Management of Institutional Funds Act (UPMIFA)
- Budgeting and long-term strategic planning
- Analysis of different contracts for tax ramifications to not-for-profit organizations
- Compensation and benefits analysis to ensure no private enurements
- Representation of not-for-profit organizations with IRS audits
- Review of revenue sources for unrelated business income
- Continuation of exemption qualification and public charity status
We offer a free initial consultation for Not-for-Profit Services. Call us today at 714-995-2681 and to schedule a mutually convenient time to meet.
We know how important finding the right CPA is. We offer great services at affordable fees. Please give us a call or come by the office. We’ll be happy to see you and answer all the questions that you may have. You’ll leave with a sense of relief, trust and confidence you’ve never felt before. We can come to you and meet outside normal business hours if preferred.
Great Services at Affordable Fees
We offer a free initial consultation. Please call us or fill in the form below. We will contact you immediately.