From nonprofit, educational, charitable, and social organizations to foundations and trade associations, nonprofit organizations represent a broad array of missions and activities. Operating in an environment that is far more challenging than ever, they also share important commonalities. The economic downturn has driven increased demand for services while revenues are under tremendous pressure. Regulatory complexity has increased, particularly for nonprofit organizations that receive federal funds, while the IRS and private watchdog groups invite more scrutiny.

William and Samuel's Nonprofit & Education Practice understands these challenges. Working with your management and board members, we combine extensive experience serving nonprofit clients with industry leadership and insight to address the nuances of nonprofit financial and operational management.

We know that operating in a climate of change and complexity you look to your advisors for proactive guidance. Our professionals provide swift resolution of technical issues through partner-led client service teams and direct access to technical leaders.

We assist our clients with strategies for the following:

  • Donor Management Systems (with integration into Accounting Systems)
  • Accounting and Reporting
  • Assurance Services for Compliance (Audit/Review)
  • Tax Compliance and Planning
Our accounting and tax services for non-profit organizations include:

  • Accounting and auditing
  • Tax planning and compliance
  • Consulting services
  • Non-profit tax returns
  • Outsourced accounting and bookkeeping
  • Form 990 preparation
  • Prepare and review 
  • Uniform Financial Report
  • Automated grant reporting
  • Application for exempt status (501 (c) (3)
  • Tax exempt planning concerning related entities
  • Consultation regarding unrelated business income tax
  • Consultation regarding for-profit subsidiaries
  • Budgeting and cash forecasting
  • Assistance selecting and implementing an accounting system
  • Bank reconciliations
  • Monthly voucher preparation
  • State filings
  • Annual charitable trust filing