Please Note: We Specialize in 501(c)(3) Public Charities [Form 990]. We DO NOT serve Private Foundations (Form 990-PF)
For Not-For-Profit organizations requiring an audit, we provide an Independent Accountant’s Audit Report and the audited financial statements with all required disclosures. This service normally is performed in conjunction with the preparation of the IRS Form 990 and state filings. An audit provides the highest level of assurance to financial statement users. At the conclusion, we also provide written communications to management, including a report on any internal control deficiencies and recommendations for strengthening internal controls and operating efficiency. Please check the chart to the right to see if we perform audits in your state. We are nonprofit accountant specialists and are goal is the make the audit process as seamless as possible.
For those organizations requiring their financial statements to be reviewed by a CPA, we provide an Independent Accountant’s Review Report and the reviewed financial statements with all required disclosures. This service normally is performed in conjunction with the preparation of the IRS Form 990 and state filings. A review is substantially less in scope than an audit. We provide review services in almost all states. Please check the chart to the right to see if we perform reviews in your state.
Form 990 Preparation
Other Non Profit Charities or Tax Exempt organizations may have no audit or review requirements but still must prepare the annual IRS Form 990 and a state reporting form. Some smaller organizations are able to do this in-house but most use outside accountants. We provide Form 990 preparation services in most states. Please check the chart to the right to see if we perform Form 990 preparation services is your state.
Audit Preparation Services
For Organizations that have an auditor but need assistance in preparing for their audit, we provide audit preparation service. This service can be performed in conjunction with the preparation of Form 990 or as a stand-alone service. This service can result in decreased audit fees from the outside auditor.