Case | Sabatini - Pittsburgh Tax, Accounting, Auditing, Business Advisory Services

470 Streets Run Road
Pittsburgh, PA 15236
P: 412-881-4411
F: 412-881-4421

Nonprofit organizations are among the busiest of all businesses. They must keep abreast of social, political, and industry trends, the economy, public opinion and support, evolving accounting requirements and tax policies, scores of financial and operational issues, technology, and more. This presents a serious challenge for CPA firms wishing to provide this sector with top-quality professional services. Fortunately, Case | Sabatini has answered the call by developing true expertise in serving organizations within this dynamic environment. As a leader in providing accounting, auditing, tax, and consulting services to not-for-profit clients, we meet the high standards for quality and experience that you require.

Typical Accounting
Services for Nonprofits

  • Financial reporting assistance
  • Financial statement audits
  • A-133 audits
  • Yellow Book audits
  • Internal control system reviews
  • Management Advisory Services
  • Budgeting reviews and assistance
  • Employee benefits services
  • Assistance with reserve and investment policies
  • Consultations on grant applications
  • Review of planned giving policies

Example Tax-Related Services

  • Annual information return (Form 990) and income tax return (Form 990-Ts and state returns) preparation
  • Tax review services
  • IRS representation
  • Guidance through obtaining/maintaining tax exemption
  • Review of transactions between tax-exempt organizations and for-profit entities
  • Consultations on foundation issues
  • Evaluation and resolution of state tax issues (e.g., sales tax on the distribution of newsletters and publications)
  • Unrelated business income tax issues (e.g., compliance reviews, restructuring)
  • Tax planning assistance in the areas of lobbying, fundraising, compliance with charitable solicitation acts, and other organizational issues
  • Executive compensation consultations (e.g., establishing nonqualified deferred compensation arrangements, reviewing and structuring fringe benefits)
  • International tax services