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Non-Profit Organizations

We have a lot of experience on the boards of not for profits and with not-for-profit clients.  Susan has served on the board of Goodwill of NE Florida and is the current co-president of the Parents Association at Grace Episcopal Day School in Orange Park, Florida.  She is a past president of the Foundation of St. Paul's by-the Sea Episcopal Church in Jacksonville Beach, Florida and a former member of the vestry of Grace Episcopal Church in Tampa, Florida.  She has extensive experience with tax consulting and compliance for private foundations and public charities, both large and small.  

Brian currently serves as the Treasurer and on the vestry of Grace Episcopal Church in Orange Park, Florida.  He is a past Treasurer and current member of the school board of Grace Episcopal Day School in Orange Park.

We can help you set up and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you. The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. For this reason, it is imperative that we build your accounting system around these revenue and expense classifications.

Our services include...

  • Financial statement preparation, compilation, review, or audit.

  • Training for your accounting personnel

  • Application for tax-exempt status

  • Training for your board on non-profit financial statement usage and effective budgeting practices

  • Preparation of Form 990, 990-PF, and/or Form 990-T tax forms

  • Application for a federal employee identification number

  • For churches, calculation of the optimal pastoral housing allowance for ministers, as well as assistance with the intricacies of clergy taxation.

Let us help you set up and/or maintain your non-profit tax-exempt status by requesting a Free Consultation below.

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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