The professionals at Wallace Neumann & Verville, LLP have worked with a variety of non-profit organizations over the years, including religious institutions, private foundations, publicly supported foundations, private schools, and trade and membership associations.
We understand that your organization wants to protect one of its most important assets: its tax-exempt status. With our experience and knowledge, we can help you avoid the pitfalls that would jeopardize your organization’s tax-exempt status as well as prepare your annual Form 990 and/or 990-T to be filed with the IRS. We’ll also help you know if your organization may be subject to unrelated business tax or UBIT, and if so, we’ll help you minimize exposure to this tax.
In addition to helping with tax issues, our firm performs financial statement services such as audits, reviews, agreed-upon procedures and compilations to satisfy requirements of government and other grantors, lenders, and other third parties. We can also provide employee benefit audits to your non-profit organization.
Our services also include engagements to help you with budgeting and assessments of internal controls over resources to improve operating procedures, which will enhance accuracy in your financial records and bring you peace of mind.
Please contact Brad Wallace or Reed Lamoreaux for more information regarding the services we offer to nonprofit organizations.
