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Not For Profit

Our team of professionals specializing in the not-for-profit sector has extensive experience and a comprehensive understanding of the unique challenges and tax issues faced by not-for-profit organizations.  By keeping abreast of changes in accounting standards and reporting requirements, changes in tax laws and changes in federal and state regulations we are able to bring a high level of expertise and knowledge to each organization.  We perform a variety of services for numerous public charities and private foundations. We specialize in A-133 Audits of States, Local Governments and Non-Profit Organizations.

  • Assurance Services
    • Audit, review and compilation of financial statements
    • Compliance audits – OMB Circular A-133; Single Audit; Program Specific Audits; and American Recovery & Reinvestment Act compliance
    • Agreed-upon procedures engagements
    • Analysis of internal control and risk assessments

 

  • Tax Services
    • Consultation and preparation for application for tax exempt status
    • Annual state and federal filings (Form 990,990-T, 990-PF, F-1120, etc.)
    • Other regulatory filing compliance 
    • Tax planning for excise tax and other complex issues
    • Advice on formation, mergers, liquidations and unrelated business income tax
    • Advice on other tax related issues including sales tax, payroll tax, property tax, etc. 

 

Management Advisory Services

  • Advice on accounting and bookkeeping issues, including establishing accounting and financial reporting systems
  • Advice on adherence with Generally Accepted Accounting Principles
  • Evaluation of accounting systems, policies and procedures
  • Strategic planning
  • Board of directors governance training and best practices
  • General business advisory services
  • Forensic services
  • Employee benefit plans consulting and administration
  • Analysis of key metrics and targeted performance improvement
  • Back Office Support
    • QuickBooks support and training
    • Bookkeeping
    • Payroll services
    • Budgeting
    • Special purpose financial reporting

Fort Collins - Greeley - Cheyenne


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