Services

What Can Nelson & Associates Do For You?

Tax Compliance and Strategies

  • Individuals, partnerships, corporations and fiduciary returns
  • All states income tax returns
  • Non-profit annual returns
  • Form 1099
  • Tax planning
  • Audit Defense

Auditing & Assurance

Our firm is uniquely suited to help you navigate all of your assurance needs. We understand the complexity of financial reporting with the ever-evolving industry standards. We work directly with you to help guide you through this process. We offer services for retirement plans, not-for-profit and governmental organizations. We specialize in Reviewed and Compiled Financial Statements for bonding companies and financial institutions for the Construction Industry.

Our audit and assurance services include:

  • Agreed-upon procedures
  • Audits of Financial Statements
  • Internal control evaluation
  • Compliance audits for federal and state grants
  • Reviewed Financial Statements

Non-Profit Organizations

With over 30 years specializing in not-profits, we can assist with any services needed:

  • Setting up a new non-profit entity
  • Preparation of all required forms for Form 990 and Form 990T
  • Preparation of all states returns
  • Preparation of required schedules for the Form 990
  • Correction suspensions or terminations of exempt status
  • Internal control documentation including uniform guidance compliance
  • Assist your organization with growth and future audit requirements
  • Compilation, reviewed and audited financial statement requirements
  • Training for employees and Board members

Accounting

Our firm is uniquely suited to meet all aspects of your accounting needs. Whether you are looking for a comprehensive accounting system or specific accounting tasks to be managed, Nelson & Associates, CPAs is here to help.

We utilize a targeted approach to identify the specific requirements of your business, ensuring you are armed with the knowledge needed to make business decisions that support your goals.

  • Preparing monthly, quarterly or annual accounting
  • Accounting clean-up
  • Training for Quickbooks or other accounting software
  • Training for accounting office management

Consulting

  • Business Mentoring
  • Leadership Training
  • Outsourced CFO services
  • Employee training
  • Board training
  • Business entity selection and formation services

Experience the Difference For Yourself!