Services
Services to the Nonprofit Community
We assist nonprofit organizations in reporting to their stakeholders (their management /leadership, funders, the community, agencies that provide government oversight (i.e. IRS) in providing accurate timely and accurate reporting. We do this by offering financial attest services to our nonprofit clients through audits, compilations, reviews and tax informational returns.
Auditing is the most detailed of the three, and is the process of obtaining and evaluating evidence to compare the organization's financial assertions and generally-accepted accounting principles and criteria.
A compilation is the most basic service. It provides limited assurance concerning the conformance of a set of financial statements with generally-accepted accounting principles.
A review falls in between an Audit and a Compilation with regard to complexity; analytical procedures are applied to an organization's financial data and the resulting presentation of that information in the form of financial statements.
In these attest services, we seek to help our clients align their financial reporting systems with their goals and purposes (functions).
We are fully experienced in reporting to governmental agencies (under OMB Circular A-133, as amended) and those required by HUD.
Informational returns (Form 990 and its variations), as well as Pennsylvania State and local returns are also prepared.
Services to Small Businesses
We assist small businesses in compiling financial statements, in tax panning and return preparations, and in analysis to improve organizational performance.
- Business entity selection and startup.
- Accounting system installation and setup.
- Quickbooks consultation.
- Tax Resolution (audit issues and liability).
- We file most types of returns in all States.
- Access to our referral network of attorneys, and other business specialists.
- General business consulting.
Many businesses fail because of a the lack of proper planning and/ or the lack of knowledge. We can assist you in taking a critical look at your organization's, past performance as well as planning for the future.
Services to Individuals
Our objective is to help you manage your tax obligations and reporting in such a manner that the cost of taxes is minimized and return preparation becomes a value added service. To accomplish this we seek client relationships that span multiple years that are focused on your goals and objectives.
- We understand the special requirements in preparing Pastor's returns.
- Ability to integrate college, retirement and other personal objectives into the tax planning process (Graduate of the College for Financial Planning).
- Respected by taxing authorities - Significant experience in resolution of tax issues.
- Available for consultation as needed.
The Firm utilizes the most current software and online tools to assure you receive accurate, timely tax preparation. Also, the Firm's registrations with the Internal Revenue Service can facilitate timely resolution should a problem occur.