Non-Profit Accounting

Not-for-Profit organizations face many challenges as they navigate today’s tax laws. Lear & Pannepacker, LLP helps Not-for-Profit organizations overcome those challenges with an experienced team of tax and financial planning professionals whose primary focus is understanding the numerous federal and state laws that may affect your activities. Whether it’s fundraising, governance, compensation, lobbying, or employment taxes, we will work with you to provide the reliable information you want and the accurate reporting you need. 

Not-for-Profit Services

  • Benefits planning
  • Bookkeeping services
  • Budgeting
  • Capital campaign planning
  • Cash and investment management
  • Fiduciary guidance
  • Financial planning
  • Off-site document storage
  • Safeguard assets
  • Strategic planning
  • Tax preparation, planning, and compliance
  • Tax representation

Auditing

Not-for-profit audit services require a special level of expertise relating to specific accounting principles for not-for-profit organizations, including 501(c)(3) entities. Our responsive team is always willing to answer questions, explain audit results, and make recommendations to enhance your internal controls. We realize that running your organization is your top priority, and our team strives to be as non-disruptive to your operations as possible. We provide a variety of audit and financial statement services to suit the specific needs of your not-for-profit organization.

  • Audited financial statements
  • Compiled financial statements
  • OCBOA Financial statements
  • Reviewed financial statements
  • Single audit report
  • Yellow book audit

Meet Our Team

Jonathan R. Lear

Associate Supervisor

Laura Pronesti

Manager

Dylan F. Keledy

Staff Accountant

MAKE AN APPOINTMENT

Our tax service professionals are available to answer any questions you may have!

Fill out the form or give us a call and we’d be happy to assist you.