Nonprofit Tax and Accounting
With a CPA a Board Can Feel Confident About
Nonprofits operate under a different set of rules, expectations, and accountabilities than for-profit businesses. Mark has worked with nonprofit organizations throughout his career, providing the careful, experienced support that boards, executive directors, and auditors expect.
For Organizations That Answer to More Than a Bottom Line
Nonprofits carry a unique responsibility. Donors, members, grantors, and the public expect transparency and compliance, and the leadership charged with delivering on that mission needs a CPA who understands nonprofit accounting.
Mark has provided tax compliance and accounting support for nonprofit organizations across a range of structures and sizes. Whether you're an established charitable foundation, a membership association, a social welfare organization, or a recreational club, the work is handled with the same attention to detail and the same direct access to Mark.
Common Situations mark Helps Nonprofits Navigate
Annual Form 990 preparation
Accurate, complete, and filed on time, with attention to the disclosures that matter most to your board and the public.
Tax compliance and planning
Ensuring your organization maintains its exempt status and understands the boundaries of unrelated business income.
Monthly accounting support
Ongoing bookkeeping and financial reporting for organizations that need consistent, reliable oversight.
Audit coordination
Working alongside your independent auditors to ensure the process runs smoothly and your records are in order.
New organization setup
Helping newly formed nonprofits establish sound accounting practices from the start.
Board and leadership questions
Accessible, direct answers when your executive director or treasurer needs guidance without waiting days for a callback.
Organization Types
Charitable, religious, scientific, and educational organizations
501(c)(3)
Charitable, religious, scientific, and educational organizations
Social welfare organizations and civic leagues
501(c)(4)
Social welfare organizations and civic leagues
Trade associations, professional societies, and membership organizations
501(c)(6)
Trade associations, professional societies, and membership organizations
Social and recreational clubs organized for pleasure, recreation, and other nonprofitable purposes.
501(c)(7)
Social and recreational clubs organized for pleasure, recreation, and other nonprofitable purposes.
"Nonprofit organizations deserve the same level of attention and expertise as any business client. The mission is different, but the responsibility to get it right is exactly the same."
Explore Mark’s Tax Services
Individuals
Tax preparation, planning, and year-round guidance for life's financial decisions, from routine returns to IRS inquiries.
Tax preparation, planning, and year-round guidance for life's financial decisions, from routine returns to IRS inquiries.
Small Businesses
Tax work, research, and advisory support for closely held businesses, including S corps, C corps, and partnerships.
Tax work, research, and advisory support for closely held businesses, including S corps, C corps, and partnerships.
Get in Touch
Have a tax question, need help with a return, or not sure where to start? Reach out to Mark.
Mark is genuinely committed to being available when you need him, on your schedule.