Chicago CPA / Jeff Upchurch CPA
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Many accounting firms will attempt to serve non-profit organizations only to find they aren't qualified to perform the work.  However, non-profit organizations have very unique federal and state reporting requirements and it takes a seasoned professional with years of non-profit experience to effectively service these organization.

I've been working with non-profit organizations my entire career and can assist almost any type of non-profit organization.  Throughout my career I've served a wide range of non-profits including newly formed organizations with very no revenue, up to long-established organizations with up to three billion in annual revenues.  Here are a few examples of my clients:

MY EXPERIENCE WITH NON-PROFITS

  • Service Clubs (i.e. Lions, Kiwanis, etc)
  • Religious organizations
  • Hospitals and healthcare organizations
  • Sports Clubs
  • School organizations
  • Community based organizations

I understand the complex accounting associated with non-profit organizations, and I've experienced first-hand the struggles small organizations often face, and the services they often require.  My services cover a broad spectrum including:

SERVICES

  • Non-profit incorporation and annual reporting
  • Request for public charity classification (i.e. 501(c)(3) request)
  • Sales tax exemption request
  • Preparation of IRS Form 990
  • Preparation of state of IL AG990-IL
  • Audits of non-profit financial statements
  • Internal controls consulting
  • Interim CFO/Controller
  • Quickbooks setup and review
  • Other services as requested

REAL TESIMONIAL FROM A NON-PROFIT CLIENT

"I have been very happy with your services.  You have done an extremely
thorough job of preparing our tax return and worked against a tight
deadline. You have also taken the time to explain how we can better organize
our books which has been a tremendous help." - Treasurer, Friends of Coonley

 

 

 

Let me help you setup and/or maintain your non-profit tax-exempt status by requesting a Free Consultation below.

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