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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.
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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
(our peer review report - 5.8Mb
PDF) |
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
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