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.


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