Certified Public Accountants 

Call Us:  440-926-9300

A Firm that Cares About its Clients.  Large Enough to Know, Small Enough to Care...


We understand the dynamics of a Not-for-profit and the struggles to achieve and support your mission.  Through many years of experience we have gathered the expertise and talent you want on your team, such as: 

  • Experienced with "Board Member Independence"
  • Helpful with "Disqualified Persons" as defined in IRS 4946
  • Trained in the effects of political activities & lobbying for Not-for-Profits
  • Experience with Unrelated Business Income (UBI)
  • Significant experience with employment taxes because every employer is a potential target
  • Experience with failures to qualify as a public charity
  • Aware of transactions with related organizations/entities


Our firm's quality control system will identify potential conflicts and confirm our independence in conjunction with your services because:

  • We annually review all tax engagements for conflicts of interest and independence
  • Successfully passed all peer reviews and systems reviews including the implementation of AICPA Statement of Quality Control Standards #8
  • Significant experience with AICPA Code of Professional Conduct Rule 101 since our firm is Yellow Book qualified
  • Our firm's size gives us the ability to actively manage potential conflicts before they happen
  • We conduct internal "Self Review Threats" on our client list for potential conflicts of interest and independence impairment
  • We use tax engagement letters to better protect our clients and reinforce our services and engagement understanding
  • Experience with legal and regulatory requirements required under Sarbanes-Oxley Act of 2002
  • Knowledge with privacy rules and requirements of the Health Insurance Portability and Accountability Act (HIPAA)

Industries We Serve