what we do

Not-For-Profit Organizations

We’re inspired by the generosity and mission-driven focus of the East End of Long Island’s nonprofits. That’s why we’re proud to support organizations like yours. nonprofits, private clubs, churches, fire departments, ambulance companies, private foundations, and schools, by tailoring our expertise to your unique needs.

Our specialized team is dedicated to helping nonprofits stay compliant while achieving their mission. We’re here year-round, not just annually, to answer questions and navigate new regulatory requirements. We approach each engagement with a deep understanding of your internal controls and mission, creating customized audit or work plans to meet your objectives.

people serving food to others, non-profit business

We understand the challenges you face: tight budgets, changing regulations, and the ongoing need to make a meaningful impact. Our relationship goes beyond compliance—we’re your partners in financial health and mission success. Let us help you focus on what matters most: making a difference.

How We Can Help:

  • Audit financial statements
  • Review and/or compile financial statements
  • Preparation of tax returns (i.e., 990, 990-T, CT-13 and CHAR500) as required
  • Management letter on internal controls
  • Startup guidance in establishing exempt status from the IRS and in preparing Form 1023 and related state filings.
  • A letter to the president, treasurer, or executive director providing suggestions to strengthen the organization’s internal controls. We provide practical and realistic recommendations for enhancing accounting controls and optimizing and operating efficiency.