Non-Profit Organizations

Accounting and Tax Compliance for Non-Profits

Non-profit organizations face requirements that other businesses do not: the annual Form 990, federal grant audit requirements, and tax on unrelated business income, to name a few. It helps to work with accountants who deal with these rules regularly.

We work with established organizations, associations, foundations and charities as well as groups that are just getting started. We make sure your reporting follows your bylaws and the law, and we help you get the most from the funding you have.

What we do for you

• Annual audits
• Quarterly and annual financial statements
• Reviewed or compiled financial statements
• Annual Forms 990 and 990-T
• Supporting schedules (income, program and functional expenses, balance sheets, revenue support)
• Compliance with Ohio law affecting non-profits
• Applications for tax-exempt status under Section 501(c)(3), including Form 1023