Our services are tailored to each organization, ensuring that compliance and regulations are met while demonstrating commitment to our clients’ values and mission in serving our communities.

Our firsthand experience working with nonprofit organizations includes:

  • Social and Human Service Organizations
  • Community Service Organizations
  • Arts, Culture and Membership Organizations
  • Community and Private Foundations
  • Faith-Based Organizations
  • Charitable Foundations
  • Professional Associations
  • Higher Educational Institutions
  • Private Schools
  • Healthcare Providers and Facilities
  • Health and Welfare Organizations
  • Homeowner Associations

SERVICES

Where unique perspectives come together to enhance client solutions

Audit Services

  • Financial Statement Audits
  • Single Audits
  • Reviews and Compilations
  • Employee Benefit Plan Audits
  • Program Audits
  • Agreed-Upon Procedures
  • Attestation Services

Tax & Accounting Services

  • Federal Tax Returns
  • 990-T and 990-PF
  • Controllership Services
  • Bookkeeping
  • Special Reports and Analyses
  • 501(c)(3) Applications

Consulting Services

  • Internal Audits
  • IT Audits
  • Sarbanes Oxley Section 404 (SOX) Compliance
  • SOC (Service Organization Controls) Reports
  • Fraud Audits

Our Commitment

The Power of Diverse Thinking

Our Commitment

Better Scoping
Less Billing Surprises

Our Commitment

Technology Streamlining Audit and Tax Process

Our Commitment

High Staff Retention
Consistent Service Teams

Our Commitment

Superior Communications

Our Commitment

Transparency & Accountability

Giving Back to Our Communities

Our professionals not only provide professional services for nonprofits, but collectively and separately invest our time and treasures in more than 30 community, religious, and other organizations.

Our services are tailored to each organization.

Ensuring that compliance and regulations are met while demonstrating commitment to our clients’ values and mission in serving our communities.

INDUSTRY EXPERTS

Tené Thomas

CPA
PARTNER, TAX & ACCOUNTING

Bon vivant. Fashionista. Rock Star mom.

Chuck Kozlik

CPA
Partner, Governmental, Non Profit

Football Fanatic. Wine Enthusiast. Awesome Dad.

How Can Our Unique Perspectives Assist You?

If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.