Tax and Management Consulting
for Nonprofits and Philanthropy
How We Help
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Tax Returns and Compliance
Form 990 preparation and State registrations. 501(c)(3) tax exemption applications and IRS audits. We support all nonprofit tax needs.
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CFO Services
Budgeting, bookkeeping, transactional diligence, and financial statement analysis. We support back-office finance needs.
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Organizational Effectiveness
From strategic planning and program design to Board coaching , we support organizational success at all levels.
Our Approach
Our work is informed by years of serving in top finance, tax, strategy, and philanthropic roles
Systems-level thought with a passion for detail
We partner with nonprofits, foundations, and philanthropy