Not-for-Profit Services

Not-for-Profit Services

Not-for-profit organizations have unprecedented regulations and restrictions that now govern how they fund their programs, structure their organizations and execute their missions and strategic plans. Your team needs a CPA firm that knows the non-profit organizations inside-out and can serve as a strong technical resource while helping your team maintain its focus on your organization’s mission.

We provide Not-for-Profit services to our non-profit clients. We are the experts to “Yellow Book,” Section 501(c)(3), and 403(b) audits as well as Form 990 tax filings, exemption qualifications and public charity status.

Our Not-for-Profit services include:

  • Financial and compliance audits
  • Application for Recognition of Exemption Under Section 501(c)(3)
  • Audits under “Yellow Book”
  • Form 990 and tax planning and return preparation, as well as other tax filings
  • Internal control evaluations
  • Matters related to bond assurance and financing
  • GAAP for non-profit contributions, endowment funds, reporting of restricted assets
  • Organizational structure, governance matters, development and implementation of strategic policies
  • Implementation and compliance with Uniform Prudent Management of Institutional Funds Act (UPMIFA)
  • Budgeting and long-term strategic planning
  • Analysis of different contracts for tax ramifications to not-for-profit organizations
  • Compensation and benefits analysis to ensure no private enurements
  • Representation of not-for-profit organizations with IRS audits
  • Review of revenue sources for unrelated business income
  • Continuation of exemption qualification and public charity status

We offer a free initial consultation for Not-for-Profit Services. Call us today at 714-995-2681 and to schedule a mutually convenient time to meet.


We know how important finding the right CPA is. We offer great services at affordable fees. Please give us a call or come by the office. We’ll be happy to see you and answer all the questions that you may have. You’ll leave with a sense of relief, trust and confidence you’ve never felt before. We can come to you and meet outside normal business hours if preferred.

Great Services at Affordable Fees

We offer a free initial consultation. Please call us or fill in the form below. We will contact you immediately.

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