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