Whether you’re a small nonprofit or have a large organization with many employees, outsourcing at least some of your accounting, bookkeeping, and payroll work to a qualified professional is almost always more cost-effective than trying to do it yourself. Regardless of your budget or desired level of control, we have the ability to help you in multiple areas.
We provide services in Legacy Planning by offering financial planning strategies to maximize your legacy giving impact at each step of the way. We value assisting you in securing a financial legacy of giving back.
Charitable Trust Returns
We assist with the preparation of Charitable entities including Charitable Remainder Uni-trust (IRS form 5227), Charitable Lead Trust (IRS form 1041), Charitable Remainder Annuity Trust.
Tax Planning, Preparation & Compliance
When many people think of having their taxes done, the first thing that comes to mind is a tax return preparation. However, proper tax planning involves a lot more than simply plugging numbers into a form. Whether you’re paying taxes for your nonprofit (990-T) or not, our tax planning, preparation, and compliance service will help you every step of the process.