990 Tax Return - We prepare tax returns for nonprofits and assist with new requirements under the current version of the 990 including the need for written policies for:

  • Conflict of Interest
  • Whistleblower Policy
  • Document Retention and Destruction Policy

The 990 tax return is public information and tax returns for most nonprofit organizations are available for viewing on internet sites.

Consulting - We provide a wide range of consulting services for clients including:

  • Set up of accounting systems
  • Assistance with year end close out and preparation of information needed for auditors. 
  • Preparation of the year end financial statements for the auditors. 
  • Budgeting
  • Grants management
  • Board financial training
  • Policy Development
  • Addressing new accounting requirements