Your organization makes a difference to the community. We want to help businesses and nonprofits succeed and thrive. We serve clients that serve the community.
We have served hundreds of business and nonprofit organizations since 2000. We perform approximately 40 – 50 audits annually, 95% which are nonprofits or organizations owned by nonprofits. Our focus in the nonprofit world is audit standards, audit procedures and efficient audits. Our lead principal, Martha Lindley, has been an auditor since 1991, which is an extraordinary amount of time participating on-site in audit fieldwork. Our other audit partner, Ryan Kauzlarich, has over performed over 200 audits since 2005. The Firm is a respected leader in nonprofit audit services.
We also prepare tax returns for individual, businesses, trusts and other types of entities. Our focus is not on the number of clients we serve, but on the high quality of our services. We are currently accepting new clients.
Our clients range from $250,000 to $52m in revenue. We have a high retention rate, including some clients from the first year we formed. We also provide one time audits for organizations applying for one-time funding. We look to the mission of the organization when selecting our clients.
Audit and review
With service to hundreds of organizations in our ten years of service, we have extensive experience with the unique financial issues of nonprofits. We have gained a reputation for expertise as our people present at national conferences on nonprofit accounting issues.
Tax preparation and review
Nonprofits have challenges in tax returns that are both financial and best practice reporting. A state law requirement of filing with the Washington Secretary of State and the Internal Revenue Service adds a higher degree of responsible reporting.
We also prepare hundreds of personal, trust, business and other returns annually. We have a fully staffed, experience tax department.
We have a reputation as a firm with unique experience and qualifications in compliance auditing. Our people include former government auditors and national instructor in compliance. Let our experience work for you.
American Institute of Certified Public Accountants (AICPA) - 22 years
AICPA Government Auditing Quality Center (GACQ) - since inception
AICPA Not-for-Profit Section - since inception
AICPA Employee Benefit Plan Quality Center - since inception
Washington Society of Certified Public Accountants (WSCPA) - 22 years
WA State Minority & Women's Business Enterprises (OWMB) - 13 years