Not-for-Profit Organizations
The professionals at CostaRothbort recognize the valuable function of not-for-profit organizations in both the communities they serve and the world at large. As such, we are committed to facilitating efficient and cost-effective operations of our not-for-profit clients. It has long been our practice to instill a professional business approach to the processes used by philanthropic, civic, religious, and other non-profit organizations.
The non-profit services and consulting we offer to these entities are highly personalized with efforts focused on lowering costs and streamlining operations. With extensive expertise in the unique financial, operational and compliance challenges faced by the non-profit sector, our clients include charitable and religious institutions, among them diocese organizations, as well as government funded agencies.
Our services to Not-for-Profit Organizations include:
• Financial statement preparation
• Non-Profit audit and assurance
• Governmental reporting
• Preparation of annual Form 990,990-T, 990-PF, etc.
• Preparation of CHAR 500
• Strategic tax planning and preparation
Tax Planning and Preparation
We are your complete tax planning and preparation resource. Minimizing your tax liability is our main objective and that begins with consistent planning.
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Accounting and Bookkeeping
When providing business accounting and bookkeeping services, one of our primary goals is for our clients to have timely and accurate accounting records.
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Business Consulting & Advisory Services
When encountering business challenges, the perspective
of someone who knows
your business and
industry
is invaluable.
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Wealth Management
Services
CostaRothbort provides
wealth management to
our clientele
through consulting
and advanced planning services.
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Litigation Support &
Forensic Accounting
Corporate disputes, misappropriation of
assets, and fraud are
unfortunately
a part of today’s business environment.
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