We provide audit, review, and compilation services to small non-profit organizations. We are experienced working with growing organizations who need to submit financial statements for the first time to comply with state requirements.

We prepare form 990, 990-T, 990-PF, 990-EZ, and 990-N for non-profits and foundations.

We advise on UBTI including identifying unrelated business activities, identifying exclusions, and projecting tax liabilities. We also advise on excise tax issues for private foundations.

We handle state payroll registrations, employee onboarding, payroll processing, and payroll tax filings.