Tax and Management Consulting

for Nonprofits and Philanthropy

From an annual project like preparing your Form 990 to an ongoing engagement like designing your strategic plan and assisting with bookkeeping, we support your program, philanthropic, and compliance needs.

Our commitment is to help accelerate your organization’s impact.

How We Help

Finance Services

Budgeting, bookkeeping, transactional diligence, and financial statement analysis. We support back-office finance needs.
Organizational Effectiveness

From strategic planning and program design to Board coaching , we support organizational success at all levels.
Tax Returns and Compliance

Form 990 preparation and State registrations. 501(c)(3) tax exemption applications and IRS audits. We support all nonprofit tax needs.