Not-for-profit organizations regularly face difficult challenges, provide vital services – often with limited staff and resources, and report to multiple audiences including a board of directors, donors, state and federal governments, and the public.
While you tend to those important tasks, BeachFleischman manages your tax and accounting needs.
Related:
Nonprofit Entities Mergers and Acquisitions Under the New Accounting Guidance
We have long and enduring business relationships with many charities and foundations, as well as many civic, social service, and economic development organizations in Southern Arizona. We support their efforts to enhance economic, social, and cultural vitality.
Specific services for not-for-profit organizations include:
- Preparing exempt organization annual tax returns
- Applications for tax-exempt status
- Consultation and planning for formations, mergers, joint ventures, and liquidations of not-for-profit organizations
- Charitable gift and estate planning
- Audited GAAP financial statements
- A-133 Single Audits
- Designing and evaluating employee benefit programs and retirement plans
- Communicating changes in accounting rules, tax laws, and reporting requirements
- Consultation and planning for business affiliations with for-profit businesses
- Board of Directors training
- Executive compensation consultation
- Information technology services
- Human resources consulting
If interested in learning more about our not-for-profit financial services, please contact Jimmy Lovelace at 520-321-4600 or email him at jlovelace@beachfleischman.com.

