NOT-FOR-PROFIT
At DMLO we recognize the importance of not-for-profit organizations to our community and to our economy. These organizations provide vital services and are important in providing jobs and opportunities for service. Not-for-profit organizations make up a key segment of our business, and we are committed to providing you with high quality, responsive accounting, auditing, tax and consulting services. Among the types of organizations we serve are:
- Long-term care nursing facilities and retirement communities
- Children’s service organizations
- Voluntary health and welfare organizations
- Trade associations
- Schools
Country clubs- Churches and religious organizations
- Assisted living facilities
- Foundations
- Condominium associations
Services we provide our not-for-profit clients
Consulting Services
- Cost analysis
- Business valuations
- Employee retirement plans
- Forecasts and projections
- Medicaid and Medicare rate setting advisory services
- Mergers and acquisitions assistance
- Deferred compensation plan accounting
- Design of accounting systems and procedures
- Assistance in selection of computer systems
- Assistance in obtaining financing, including tax exempt bonds
- Arbitrage calculations for tax exempt bond issues
Accounting, Auditing and Other Services:
- Financial audits
- Specialized audits required by federal funding sources – OMB Circular A-133
- Specialized audits required by U.S. Department of Housing & Urban Development (including electronic filing capability)
- Reviews and compilations of financial statements
- Reports on compliance with contractual agreements
- Internal auditing
Tax Services:
- Preparation of exempt organization tax returns
- Advisory services concerning tax exemption requirements
- Planning to minimize unrelated business income tax
- Representation during Internal Revenue Service examinations
- Advice on payroll tax matters
- Assistance in establishing taxable subsidiaries
- Tax return preparation and planning for executives of not-for-profit organizations
All "Industries": Construction - Distribution - Equine - Financial Services - Health Care
Manufacturing - Not-For-Profit - Printing and Publishing - Professional Services
Real Estate - Restaurants - Retail and Wholesale