Nonprofit Accounting, Tax & Advisory Services
Nonprofit accounting, tax, Form 990, audit and assurance, and advisory services help organizations maintain compliance, strengthen financial oversight, and support long-term mission success. Molinari Oswald serves nonprofits across Bethlehem, Allentown, Easton, Whitehall, Center Valley, Emmaus, Nazareth, the greater Lehigh Valley, the Mid-Atlantic, and nationwide with CPA-led guidance tailored to the reporting, governance, and compliance needs of tax-exempt organizations.
Financial Clarity, Compliance, and Strategic Guidance for Nonprofit Organizations
Nonprofit organizations face unique financial, compliance, and governance challenges. Transparency, accountability, and regulatory oversight are essential, not only to maintain tax-exempt status, but also to earn donor confidence and support long-term mission success.
At Molinari Oswald, our CPAs and nonprofit advisors provide specialized nonprofit accounting, tax, audit and assurance, and advisory services for organizations based in Bethlehem, Allentown, Easton, Whitehall, Center Valley, Emmaus, Nazareth, and throughout the greater Lehigh Valley across Lehigh and Northampton counties, as well as Bucks County, Montgomery County, and Berks County. We also support nonprofits throughout the Mid-Atlantic (Pennsylvania, New Jersey, Delaware, and Maryland) and nationwide.
Whether your organization is newly formed or has supported its mission for decades, we deliver disciplined financial guidance tailored to the nonprofit sector.
Specialized Accounting Services for Nonprofit Organizations
We work with a wide range of tax-exempt entities, including:
- 501(c)(3) charitable organizations
- Religious organizations
- Private foundations
- Educational and community organizations
Our team understands the accounting standards, reporting expectations, and compliance obligations unique to nonprofit organizations. We help clients establish sound internal controls, maintain accurate records, and prepare financial information that supports funding, governance, and public accountability.
Our Nonprofit Services
The following services are available individually or as part of a comprehensive engagement, depending on your organization’s size, complexity, and needs.
Nonprofit Accounting
Accurate accounting is the foundation of every successful nonprofit. Our nonprofit accounting services help organizations maintain reliable financial records while supporting informed decision-making.
We assist nonprofits with:
- Ongoing accounting and financial reporting
- Internal control development and improvement
- Financial statement preparation
- Support for grant reporting and donor transparency
Form 990 Preparation
Form 990 filings are public documents that reflect your organization’s financial stewardship, governance, and compliance. Errors or omissions can raise red flags with regulators and donors alike.
Our CPAs provide careful preparation and review of:
- Form 990
- Form 990-EZ
- Form 990-PF
- Form 990-T (when applicable)
We help ensure filings are accurate, complete, and aligned with your organization’s mission and activities.
Audit & Assurance for Nonprofits
Many nonprofits require audited or reviewed financial statements for funding, regulatory, or governance purposes. We provide the appropriate level of assurance based on your organization’s needs.
Our audit and assurance services include:
- Audits: High-level assurance that financial statements fairly present financial position
- Reviews: Limited assurance procedures for moderate reporting needs
- Compilations: Financial statements prepared from organization-provided data
We help nonprofits determine the right level of service and deliver reports that meet third-party requirements.
Advisory & Compliance
Strong governance and strategic planning are essential for long-term nonprofit sustainability. Our advisory services support leadership teams and boards in navigating financial complexity and regulatory obligations.
We assist with:
- Board-level financial planning and guidance
- Compliance reviews and risk assessment
- Revenue strategy and funding analysis
- Governance policy development
- Long-term financial planning
Our advisors work closely with leadership to align financial strategy with mission objectives.
Helping Nonprofits Maintain Tax-Exempt Status
Maintaining tax-exempt status requires consistent compliance with federal and state filing requirements. Failure to file Form 990 for three consecutive years results in automatic revocation of exempt status, regardless of organization size.
Our nonprofit accounting team helps organizations:
- Meet annual filing obligations
- Maintain accurate public disclosures
- Respond to IRS and state inquiries
- Protect tax-exempt status year after year
We provide the structure and oversight needed to support compliance while allowing your organization to focus on its mission.
Why Nonprofits Choose Molinari Oswald
Nonprofit organizations partner with Molinari Oswald because we offer:
- CPA-led nonprofit expertise
- Deep understanding of nonprofit accounting standards
- Experience with organizations of all sizes
- Local insight with Mid-Atlantic and nationwide reach
- Clear communication with leadership and boards
Our approach balances technical precision with practical guidance.
Get Trusted Nonprofit Accounting & Advisory Support
If your organization needs help with accounting, Form 990 preparation, audit and assurance, or advisory support, our nonprofit specialists are here to help.
Speak with a CPA about your organization’s accounting, compliance, and governance needs.
Frequently Asked Questions
What nonprofit services does Molinari Oswald provide?
Molinari Oswald provides nonprofit accounting, Form 990 preparation, audit and assurance services (audits, reviews, compilations), and advisory and compliance support for nonprofit organizations.
Do you work with nonprofits outside of Center Valley and the Lehigh Valley?
Yes. We support nonprofits in Allentown, Bethlehem, Center Valley, and the Lehigh Valley, across the Mid-Atlantic (PA, NJ, DE, MD), and nationwide through secure remote collaboration.
What types of nonprofits do you support?
We support many types of tax-exempt organizations, including 501(c)(3) public charities, religious organizations, private foundations, and other mission-driven organizations based on their reporting and compliance needs.
What is Form 990 and why does it matter?
Form 990 is a public IRS filing that reports a nonprofit’s finances, governance, and activities. Donors, grantors, and regulators often review it, so accurate and complete reporting is important for credibility and compliance.
What happens if a nonprofit does not file Form 990 for multiple years?
A nonprofit’s tax-exempt status can be automatically revoked for failure to file required Form 990 returns for three consecutive years, which can disrupt fundraising and operations.
Do you provide nonprofit audits, reviews, and compilations?
Yes. We provide audits, reviews, and compilations for nonprofits and help determine which level of assurance best fits your organization’s funding requirements, governance needs, and reporting obligations.
Can you help our board with financial governance and compliance?
Yes. We provide advisory and compliance support that helps leadership and boards improve financial oversight, strengthen internal controls, manage risk, and align policies and reporting with the organization’s mission.
Can you help a nonprofit clean up accounting records before a 990 or audit?
Yes. We can help organize and reconcile records, improve documentation, and establish a reporting structure so your financial information is consistent and audit-ready.
How do we get started with nonprofit accounting or 990 support?
Start with a consultation to confirm your organization’s goals, current reporting needs, systems, and deadlines. Then we define scope, request documentation, and establish a workflow and cadence aligned to your requirements.
