Non-Profit Organizations

Helping You Embrace Your Future With Confidence

Non-Profit Organizations face challenges just like any other organization. But they also face challenges unique to their missions and operations. At Rose, Snyder & Jacobs, we are dedicated to Non-Profit Organizations (NPO) fulfilling their mission by providing accounting, tax and advisory services that are tailored to each client.

Managing a Non-Profit Organization is more complicated than ever. For many, the current economic environment has increased funding challenges, while oversight and compliance requirements from state and federal regulatory and taxing authorities seem to be always increasing. As a leading NPO accounting and advisory firm in Southern California, we understand the specific issues related to reporting, governance and ongoing funding and management of charitable organizations. We are dedicated to simplifying the complex, so our non-profit clients can focus on their missions.

Our services for Non-Profit Organizations include:

  • Federal Tax Compliance and Planning – Form 990 Preparation
  • State and Local Tax Compliance and Planning

  • Financial  Audits, Reviews and Compilations
  • Regulatory and Financial Reporting Compliance
  • Audit Preparation
  • Exempt Status Advisory
  • Employee Benefit Plan Audits
  • Cash Flow Management
  • Budgeting

  • Business Management
  • Bookkeeping
  • General Ledger Maintenance
  • Back Office Management

  • Exempt Status Advisory
  • Endowment and Investment Consultation
  • Board Development
  • Strategic and Operational Planning
  • Human Resources Development