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HOME
SERVICES
INDIVIDUAL SERVICESCORPORATE SERVICESNONPROFIT SERVICESBOOKKEEPING SERVICESQUICKBOOKS SERVICESPAYROLL SERVICES401(k) SERVICESWHO WE WORK WITHTRANSPARENT PRICING
TAX
FILE YOUR TAX RETURNFILE AN EXTENSIONTAX PLANNINGTAX STRATEGY & ASSESMENTTAX-SMART FINANCIAL PLANNINGSALES AND USE TAXTAX DEDUCTIONS & STRATEGIESTAX HELP CENTERTRANSPARENT PRICING
RESOURCES
CALCULATORSDOWNLOADSPAY MY BILLTRUSTED PARTNERSTANDY'S TIPS NEWSLETTERTRANSPARENT PRICING
ABOUT
CALENDARCONTACT USCOMMUNITYOUR TEAMREVIEWSREFERRALSSUSTAINABILITY
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Non-Profit Bookkeeping

Specializing in Nonprofit Accounting Services and Tax Compliance

As a nonprofit organization, you face unique challenges that for-profit businesses don’t, such as the annual submission of Form 990, compliance with (OMB) Circular A-133 requirements or paying taxes on unrelated business income. That’s why it pays to have a dedicated team of tax and accounting professionals that specializes in nonprofit accounting and tax compliance on your side.

Make Us Your Go-to for Outsourced Nonprofit Accounting Services.

Using state-of-the-art technology designed for nonprofits, as well as effective communication and proactive tax planning techniques, we make sure that every financial decision you undertake complies with your organization’s bylaws, maximizes your existing funding sources, and reduces costs. Whether you’re an established nonprofit organization, association, foundation, charity, or other service organization or are just getting started turning your idea into reality, we can help.

Here’s what else we do for you:

  • Conduct annual audits
  • Prepare quarterly and annual financial statements
  • Prepare reviewed or compiled financial statements
  • Submit annual Forms 990 and 990-T
  • Prepare supporting documents (income, program and functional expenses, balance sheets, revenue support schedules)
  • Comply with state laws affecting nonprofits
  • Apply for tax-exempt status under (Section 501(c)(3) - including filing Form 1023

Nonprofit Audit Checklist

Courtesy of DONORBOX *NOT A SPONSOR

Our Generous Partners

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No matter where life takes you, our team is here for you

Proudly Based in Fullerton and trusted by clients in all 50 states.

We proudly support individuals and small businesses across Southern California and the Central Coast—including Orange County, Los Angeles County, San Diego County, Riverside County, San Bernardino County, Grover Beach, San Luis Obispo, and the Five Cities area. Our personalized tax and accounting solutions are designed to meet the diverse needs of clients throughout these communities.

📍 Fullerton
📍 Brea
📍 Placentia
📍 Anaheim
📍 La Habra
📍 Yorba Linda
📍 Buena Park
📍 La Habra
📍 Orange
📍 Garden Grove
📍 Cypress

📍 La Mirada

📍 Los Angeles
📍 Pasadena
📍 Glendale
📍 Long Beach
📍 Torrance
📍 Santa Monica
📍 West Hollywood
📍 Monterey Park
📍 Whittier
📍 Downey

📍 Dana Point
📍 San Clemente
📍 Laguna Beach
📍 Laguna Niguel
📍 Mission Viejo
📍 Aliso Viejo
📍 Lake Forest
📍 Rancho SM
📍 Ladera Ranch
📍 San Juan Capistrano

📍 Murrieta
📍 Temecula
📍 Menifee
📍 Wildomar
📍 Lake Elsinore
📍 Winchester
📍 Hemet
📍 Perris
📍 Canyon Lake
📍 French Valley

📍 Grover Beach
📍 San Luis Obispo
📍 Pismo Beach
📍 Arroyo Grande
📍 Oceano
📍 Shell Beach
📍 Nipomo
📍 Avila Beach
📍 Morro Bay
📍 Santa Maria
📍 Five Cities Area

If you’re ready to take your nonprofit to the next level.

Fill out the contact form today to get started.