Industries

Not-for-Profit


Our Not-for-Profit Group is committed to providing comprehensive assurance, accounting, and tax services for exempt organizations throughout Florida and Georgia.

With more than half of our audit engagements dedicated to not-for-profit organizations, our community-minded firm gives clients the power to maximize financial reach aligned with their organizational mission.

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We devote our time and resources to stay “in the know” about regulatory and legislative issues facing exempt organizations.

Our team serves a diverse mix of exempt organizations, such as:

  • Private Foundations
  • Professional and Trade Associations
  • Educational Institutions
  • Charities and Human Service Organizations
  • Cultural and Arts Organizations

We provide a wide array of service offerings for our exempt clients. Our team dedicates specific resources each year to ensuring each of our team members receives the most up-to-date continuing education in the following areas:


Core Service Offerings

for Not-for-Profit
  • Financial Accounting and Reporting
    • Financial Statement Audits, Reviews, and Compilations
    • Unified Circular (Formerly A-133) Audits
    • Retirement Plan Audits
  • Tax Compliance and Planning Services
    • Form 990 and 990-T Preparation and Filing
    • Applications for Exempt Status
    • Unrelated Business Income Tax (UBIT)
    • State Tax Filings and Requirements
    • Sales and Use Tax Consulting
  • Advisory Services
    • Internal Control and Policy and Procedure Development Studies
    • Feasibility Studies
    • Management and Compliance of Funding Sources
    • Employee Benefit Plan Administration
    • Information Technology (IT) Consulting
    • Fraud Investigation and Forensic Accounting