Case | Sabatini


470 Streets Run Road
PO Box 10885
Pittsburgh, PA 15236
Phone: 412-881-4411
Fax: 412-881-4421


105 Bradford Road
Suite 300
Wexford, PA 15090
Phone: 724-940-9444
Fax: 724-940-9452

Palm Beach

By Appointment Only
Palm Beach, Fl 33418
Phone: 412-881-4411
Fax: 412-881-4421


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Nonprofit organizations are among the busiest of all businesses. They must keep abreast of social, political, and industry trends, the economy, public opinion and support, evolving accounting requirements and tax policies, scores of financial and operational issues, technology, and more. This presents a serious challenge for CPA firms wishing to provide this sector with top-quality professional services. Case | Sabatini has risen to the occasion by developing true expertise in serving organizations within this dynamic environment. As a leader in providing accounting, auditing, tax, and consulting services to not-for-profit clients, we raise the bar and meet the high standards for quality and experience that you require from us.

Typical Accounting Services for Nonprofits:

  • Financial reporting assistance
  • Financial statement audits
  • A-133 audits
  • Yellow Book audits
  • Internal control system reviews
  • Management Advisory Services
  • Budgeting reviews and assistance
  • Employee benefits services
  • Assistance with reserve and investment policies
  • Consultations on grant applications
  • Review of planned giving policies

Example Tax-Related Services

  • Annual information return (Form 990) and income tax return (Form 990-Ts and state returns) preparation
  • Tax review services
  • IRS representation
  • Guidance through obtaining/maintaining tax exemption
  • Review of transactions between tax-exempt organizations and for-profit entities
  • Consultations on foundation issues
  • Evaluation and resolution of state tax issues (e.g., sales tax on the distribution of newsletters and publications)
  • Unrelated business income tax issues (e.g., compliance reviews, restructuring)
  • Tax planning assistance in the areas of lobbying, fundraising, compliance with charitable solicitation acts, and other organizational issues
  • Executive compensation consultations (e.g., establishing nonqualified deferred compensation arrangements, reviewing and structuring fringe benefits)

Case | Sabatini

Over 45 years experience. Contact us for more information about your accounting needs.