Trusted Nonprofit Support Services

Helping California nonprofits stay compliant, organized, and financially strong

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.


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Travis Tandy CEO & President of Tandy Consulting Inc

Empowering Mission-Driven Organizations Across California

At Tandy Consulting Inc., we specialize in supporting nonprofits at every stage — from forming a new organization to managing ongoing compliance and financial operations. Our team understands the unique accounting, tax, and reporting rules that apply to nonprofits, and we help organizations stay focused on their mission while we handle the details.

We work with:

  • Charitable organizations
  • Youth sports programs
  • Foundations
  • Arts & cultural nonprofits
  • Faith-based groups
  • Community organizations
  • Social service nonprofits
  • Fiscal sponsors & sponsored programs

Why Nonprofits Choose Tandy Consulting Inc.

Experience You Can Trust

  • Deep understanding of nonprofit accounting rules
  • California nonprofit compliance specialists
  • Clean, organized financial systems
  • Transparent pricing
  • Friendly, mission-focused support
  • Strong commitment to community service through the Tandy Family Charitable Foundation
nonprofit bookkeeping and tax fullerton, ca

Our Nonprofit Services

Bookkeeping & Accounting

  • Accurate transaction tracking
  • Fund accounting & class tracking
  • Grant, donor, and program reporting
  • Monthly or quarterly financial statements
  • Reliable support for board meetings and presentations

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Tax Preparation for Nonprofits

  • Form 990-N, 990-EZ, 990, and related state filings
  • Annual reporting for California charities
  • Sales and use tax reporting
  • UBIT (Unrelated Business Income Tax) calculations and filings
  • Support for nonprofits engaged in revenue-generating activities

Tax Planning for Nonprofits

  • Guidance for minimizing UBIT exposure
  • Planning for donations, grants, and sponsorships
  • Analysis of restricted vs. unrestricted funds
  • Year-round strategy sessions for financial health

Budgeting & Financial Planning

  • Annual budget creation
  • Cash-flow planning
  • Multi-year financial modeling
  • Board-ready budgeting reports
  • Scenario planning for grants, fundraising, and program growth

California Nonprofit Compliance Services

  • Secretary of State filings
  • Attorney General Registry of Charitable Trusts
  • Statement of Information
  • RRF-1 filings
  • Ongoing compliance monitoring
  • Guidance for bylaws, governance, and policies

We do not offer audit or review services.

Incorporation & Tax-Exempt Status Applications

Start your nonprofit the right way—correctly and compliantly from day one.

  • Articles of Incorporation
  • Bylaws & conflict-of-interest policy
  • EIN registration
  • California charitable registrations
  • IRS Form 1023 or 1023-EZ for tax-exempt status
  • Compliance guidance after approval

Fiscal Sponsorship Services

Perfect for:

  • Programs waiting for IRS tax-exempt approval
  • Event-based charitable initiatives
  • Individuals hosting charitable events
  • Temporary fundraising efforts
  • Pilot programs and small grassroots initiatives

Fiscal Sponsorship Services

We manage:

  • Donation processing
  • Accounting & reporting
  • Grant and contract administration
  • Compliance oversight
  • Disbursement of funds

Retirement & Benefits Assistance for Nonprofits

  • 401(k) and retirement plan options through Guideline
  • Employee onboarding support
  • Contribution strategies
  • Compliance guidance for benefit programs


Nonprofit Audit Checklist

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Nonprofit Questions


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