Navigating Disruption in the A Better
Non-Profit Industry.
The non-profit sector is undergoing profound disruption as five critical trends—Form 990 compliance, unrelated business income tax (UBIT), grant fund tracking, payroll tax obligations, and donor contribution reporting—reshape not just how organizations operate but how they file. To stay ahead, non-profits must determine where to strengthen compliance and where to plan strategically—even with limited staff—through proactive, mission-aligned financial management.
Success now demands more than submitting an annual Form 990 on time. Non-profit organizations must embrace comprehensive bookkeeping, prioritizing accurate fund accounting, restricted vs. unrestricted fund separation, and rethinking every layer of their financial operations—from board-level reporting to grant disbursement tracking and donor acknowledgment letters.
In this resource-constrained landscape, our CPAs and Enrolled Agents partner with charitable organizations, religious institutions, foundations, trade associations, and social service agencies to deliver accurate tax preparation and airtight IRS compliance strategies. We help non-profits protect their tax-exempt status today while ensuring they are audit-ready and positioned to fulfill their mission confidently.
Driving Financial Solutions for Non-Profit Organizations
We support charitable organizations, religious institutions, private foundations, trade associations, and social service agencies with specialized Form 990 filing, fund accounting, and grant compliance—so mission-driven leaders focus on impact, not IRS deadlines.
Non-Profits Need More Than a Form 990
Form 990 & tax compliance projects for non-profit & charitable organizations
Fund accounting & grant compliance engagements completed nationwide
Our Client Results in Non-Profit Organizations
We empower non-profit leaders to protect their tax-exempt status, strengthen grant compliance, and achieve full financial transparency in a mission-driven, resource-conscious environment.
Driving Financial Solutionsfor Non-Profit Organizations
Charitable & 501(c)(3) Orgs
Charities have faced many challenges, from Form 990 filing deadlines and UBIT exposure to donor contribution reporting and maintaining their hard-earned tax-exempt status annually.
Religious Institutions
As religious organizations work to form a comprehensive response to financial complexity, churches and houses of worship are navigating clergy tax rules, housing allowances, and payroll compliance requirements.
Private Foundations & Trusts
As private foundation compliance rules grow complex, foundations and charitable trusts are navigating minimum distribution requirements, excise tax filings, and grant disbursement reporting obligations each year.
Trade & Civic Associations
As membership organizations and trade associations continue to grow, these entities may find themselves navigating dues income allocation, lobbying expense limits, and 501(c)(6) compliance reporting obligations.
