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Legacy Professionals LLP
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  • Employee Benefit Plans
  • Labor Organizations
  • Not-For-Profit
  • Commercial

Not-For-Profit Services

Legacy provides the following services to not-for-profit organizations:

  • Audits, Reviews, Compilations
  • Tax planning, compliance, and return preparation
  • Accounting services
  • Use of joint ventures, subsidiaries, and affiliated organizations to minimize tax consequences and preserve tax exemption
  • Payroll tax issues
  • UBTI issues and planning
  • A-133 audits
  • Development of cost allocation methodologies that accurately measure expenses associated with programs, administrative, and fund-raising activities
  • Political action committees (PAC) and federal election campaign requirements assistance
  • Assistance with third party regulatory agencies
  • Employee benefit plan audits
  • Specialized board training
  • Internal control studies
  • Financial forecasts and projections
  • Assistance with compliance with contribution solicitation and substantiation rules

To meet the growing demand for accounting services, we offer robust accounting services options for nonprofit organizations. Click here for more information on these services.  

The above listing is just a sample of the services we can provide. Please let us know if you have alternative services that you would like to discuss.

For more information, please contact us at info@legacycpas.com.

Benchmarking

We can prepare customized reports to assist Board members and management in understanding their financial situation.

These reports contain:

  • Key performance indicators
  • Narrative analysis
  • Graphs
  • Ratios
  • Sector comparisons

This information allows our clients to analyze their financial data objectively. It reveals key trends over time, changes in financial performance, and relationships between the numbers that will help our clients measure their organization’s effectiveness of activities, use of resources, progress towards goals, and success with regards to their stated mission.

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