In addition to preparation of required annual information returns such as Form 990, and assisting with State filing requirements, our firm provides Audit, Review, and Compilation services for not-for-profit organizations. These services offer differing levels of assurance and financial statement preparation. Non-profits may have a variety of funding sources that can require differing levels of financial statement services. In addition, charitable registration requirements differ from state to state, and may require an audit, review, or compilation to be submitted with your annual state charitable filing.

We are happy to discuss the differences among audit and assurance service levels provided within our professional guidelines, which may also help determine which service may be right for your organization

Contact Julie Carlson at for additional information regarding these services.