Our audits are thorough, professional and efficient. Furthermore, our team of dedicated professionals regularly makes recommendations on tax, financial and internal control matters, which have resulted in our clients citing our objective advice as most helpful to them in their decision-making process.

The deep experience we bring to the table also allows us to help our clients retain their public charity status, keeping the donations they receive tax-deductible instead of falling into the less favorable private foundation designation.

The services we’ve designed to meet the specific needs of not-for-profit organizations include:

• Preservation of public charity status versus private foundation status
• Evaluation of the use of for-profit subsidiaries
• Preparation of tax-exempt applications
• Consulting services to boards of directors and management
• Human resource consulting
• CEO transition assistance
• Management level seminars (understanding financial data, budgeting, etc.)
• Intermediate sanctions
• Evaluation of cost allocation plans
• IT consulting
• Mergers & acquisitions of other not-for-profit organizations
• Assistance with grant applications
• Negotiations with state agencies
• Analysis of unrelated business activities

We look forward to hearing from you. For additional information about these or any other services we offer, please contact Patricia E. McGowan, CPA at or Kimberly A. Nardone, CPA at or by
calling (800) 286-5726.