Not-for-Profit Organizations
We have worked with over 500 Not-for-Profit Organizations from start up phase through annual budgets in excess of $10,000,000.
In addition to providing the required audit and tax preparation, our goal is to educate the client and help them improve their financial systems, strengthen internal controls, and interpret their financial data.
Our clients include the entire spectrum of NFP services:
- Health: primary care, rural, mental, dental, children's
- Arts: Theatre, performing arts, visual arts, museums, & art education
- Housing: HUD, mental health, shelters, rehabilitation, transitional housing
- Religious: Church, religious foundations, church sponsored preschools
- Community: Development corporations, historical and civic associations
- Legal: Senior legal assistance, housing, trust management
- Schools: Local school districts, private schools, preschool, foreign student exchange
We perform audits to meet a variety of reporting standards:
- Generally Accepted Audit Standards (GAAS) - Basic financial statement audit according to AICPA standards
- California Department of Education
- United Way
- Other state and local audit requirements as necessary
With nonprofit tax returns visible on internet sites such as GuideStar, professional and accurate tax preparation is important.
Our tax preparation service includes:
- Federal Form 990, 990EZ, 990PF, 990T, Schedule A, and/or Schedule B and all other schedules as required
- California Form 199 and RRF1
- Exempt applications as needed
- Instruction letter & mailing envelopes
