Not-for-Profit

Our team helps not-for-profit organizations handle complex financial circumstances with ease.

Our not-for-profit team focuses on tax, audit, and consulting for organizations. We realize that increasingly complex circumstances and requirements challenge executives managing not-for-profit organizations. Our years of experience working with and serving a variety of CEOs, CFOs, Legislative Directors, Foundation Presidents, PACs, Board members, and other not-for-profit executives have provided us with a unique insight into the trends, successes, and pitfalls of the industry. In addition, our not-for-profit and government practice is one of the firm’s largest, making up 33% of the firm’s annual revenue, which allows us to have a large range of services available to our clients.

Our team focuses on tax, audits, and consulting for not-for-profit organizations.

Our goal is to provide high-quality, cost-effective not-for-profit tax, audit, accounting, and business consulting services to the industry. We believe a full-service approach to businesses extends beyond providing assurance services promptly. The team’s audit approach emphasizes close coordination and control by our management team. This helps us understand our clients’ operations and communicate with management regularly.

Because our headquarters is in the Capital City, we maintain a large client base of 501(c)(6) organizations (associations). In addition, we are active members of the Florida Society of Association Executives (FSAE).

Not-for-profit services include:

We understand the frustration with repetitive questions asked by both the tax and audit teams. Therefore, our teams work synergistically to communicate issues that each will face. It is not uncommon to find our tax team members in the field with our auditors. This ensures we’re catching relevant tax issues during the audit process.