We assist nonprofit entity’s in today’s complicated world of tax, payroll and audit requirements. Nonprofit services that we provide include, but are not limited to the following. If you have any questions or need something not listed, please contact us to meet via phone or at our Tulsa office.
Startup -
- Obtaining your IRS determination letter.
- Consulting on startup documents such as articles of organization and bylaws.
Annual Returns: Nonprofits 990 Returns and application assistance for new nonprofits.
Financial Statement Compilation - Monthly, Quarterly, and Annual Financial Statements. If your nonprofit needs compiled financial statements for your bank, insurance, state or federal agency or just for the board of directors, please call us.
Financial Statement Reviews & Audits - If your funding sources (grants) or another regulatory body requires audited financial statments, please call us and we would be happy to perform your annual audit. We have experience with NPO’s receieving state and federal assistance.
ERISA Audits and 5500 reporting - Any qualified retirement plan with over 100 participants is required by the department of labor to have an annual audit performed on that plan. 403(b) plans are now subject to this audit requirement. Please contact us if you need to have your plan audit performed.
Payroll Reporting/Preparation - Monthly, Quarterly, and Annual Payroll Returns, W-2 & 1099 Preparation. Our rates beat paychex and ADP.
Accounting System Selection & Implementation - We are Certified Quickbooks Advisors and also have experience with the following: Oracle Accounting, Peoplesoft, Peachtree, Money, and Quicken, as well as a few others.
Benefits Design & Implementation - We can help you design a benefits plan including health, life insurance, retirement plan, vacation policy or any mix thereof that will help you retain employees and increase employee satisfaction and loyalty. Additionally we can help design variable compensation (bonus) plans that will incent your employees to make both themselves and the company more money.
