Nonprofit & Foundation Services
Mission-driven organizations need financial clarity they can trust. We help nonprofits and foundations stay compliant, transparent, and focused on their purpose.
Financial clarity for mission-driven work.
Nonprofit and foundation leaders need financial information they can rely on. From annual filings and financial statements to board reporting, grant compliance, and internal controls, our team helps organizations maintain accountability and make informed decisions.
We understand the reporting and compliance needs that apply to tax-exempt organizations, including Form 990 filings, private foundation requirements, charitable activities, unrelated business income considerations, and governance-related reporting. Just as importantly, we help organizations communicate financial information clearly to boards, donors, and stakeholders.
Our goal is to help you spend less time worrying about compliance and more time advancing your mission.
Our Story in Numbers
30K
Returns Filed
More than 30,000 professional and personal tax returns filed since 1985.
1:1
Partner Led Attention
Hands-on guidance from experienced professionals who understand your financial reporting needs.
6+
Reporting Bases
Experience with GAAP, tax-basis, cash-basis, accrual-basis, regulatory-basis, and contractual-basis financial reporting.
40
Years in Business
Serving businesses, nonprofits, individuals, and families since 1984.
Nonprofit Services
Built for compliance, transparency, and sustainability.
Form 990 & Tax-Exempt Filings
Preparation and compliance support for nonprofit, foundation, and charitable organization reporting requirements.
Financial Statement Services
Audit, review, compilation, and financial reporting services designed for boards, funders, donors, and regulators.
Private Foundation Services
Specialized support for private foundations, including compliance, excise tax considerations, grantmaking, and reporting.
Internal Controls & Governance Support
Practical recommendations to strengthen oversight, protect assets, and improve financial accountability.
Budgeting & Board Reporting
Tax and advisory support for closely held businesses, ownership transitions, succession planning, and family enterprise matters.
Charitable & Foundation Planning
Financial reporting assistance for grants, restricted funds, program activity, and stakeholder communication.
Forward-thinking accounting services
Clear, reliable financial statements and reporting that give you a precise view of performance and position.
Thoughtful tax planning and meticulous preparation designed to optimize outcomes and ensure full compliance.
Strategic insight to support growth, improve efficiency, and guide high-impact financial decisions.
Discreet support for individuals and families, including estate, trust, and gift tax planning.
Specialized guidance for tax-exempt organizations, with a focus on compliance, transparency, and long-term sustainability.
Deep experience across construction, real estate, and emerging businesses with complex financial structures.
Scalable accounting solutions that bring clarity, consistency, and control to your financial operations.
Expert handling of complex filings, audits, and reporting requirements with precision and care.
Office Phone:
203-852-7088
Office Fax:
203-849-1999
Office Location:
45 East Avenue, Norwalk, CT 06851