Accounting & Tax Compliance

Innovative & Practical Accounting & Operational Strategies for the Tax-Exempt

As a Not-for-Profit, you are held to a higher standard when it comes to finance, compliance, strategy, performance, accountability, and governance. Roth & Company will help you make critical decisions on funds allocation, budget creation and audits – working towards creating a secure financial future for your organization.

Roth & Company professionals are distinguished by their mastery of Not-for-Profit tax issues, current trends, and Not-for-Profit “best practices”, and they are committed to sharing their knowledge with you.

• Not-for-Profit Informational Returns (Federal & State)
• Unrelated Business Income Tax Preparation & Research
• Executive Compensation Studies
• Form 1023 Applications
• Not-for-Profit Formation

Considering tax implications and ensuring proper tax approach, our highly skilled tax personnel help chart a course of action to achieve your goals.

Roth & Company will set up and maintain your tax exempt status by handling all the IRS reporting for you. It's imperative for your accounting system to be structured around the specific revenue and expense classifications used by the IRS to determine if your organization will retain its tax exempt status.