Practical, affordable accounting and tax support for small nonprofit organizations.

Small nonprofits often need reliable financial records and tax preparation without the complexity or expense of a large accounting firm. I provide straightforward accounting and tax services designed around the needs of small nonprofit organizations.

Tax Return Prep

I prepare Form 990 (and its variations including 990 EZ, PF, T) returns for nonprofit organizations and help organize the financial information needed for year-end tax filing.

Bookkeeping

Organized bookkeeping helps nonprofits maintain accurate financial records and understand their financial activity throughout the year.

Services Include:

• Income and Expense Tracking
• Transaction Categorization
• Bank and Account Reconciliations
• Financial Reports
• Budgets & Forecasts

A Practical Approach for Small Nonprofits

My goal is to provide small nonprofit organizations with straightforward accounting and tax support without unnecessary complexity.

I have professional experience working with nonprofit organizations and bring that experience together with my background in accounting and taxation.

I serve nonprofit organizations in Boone, the High Country, and throughout North Carolina. Remote services are available.