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NONPROFIT


Tait Weller is an independent CPA firm with an enviable roster of national and global clients in the financial services and non-profit sectors;

Tait Weller delivers proactive audit, tax and consultation services;

Tait Weller ensures continuity of client learning and service under its all-inclusive fee structure.

Since our founding in 1921, we have developed a specialized skill and knowledge set to support the accounting needs of non-profit organizations, both domestically and globally. As the region’s leading specialized accounting firm, we are an independent, full-service CPA firm. We deliver proactive audit, tax and advisory services, while ensuring excellence and continuity in client learning and service under our all-inclusive fee structure. Our independence and industry focus allow us to be nimble and responsive, and to actively engage with our clients for the long term. Our commitment to client service extends to partner level involvement throughout the engagement, and our teams are selected and organized around your organization’s specific needs and requirements. At Tait Weller, continuity in client learning and service is of paramount importance.


Audit and Assurance We serve as auditors and business advisors for a substantial number of non-proďŹ t organizations, including international relief and development, social mission, cultural, educational and religious organizations, museums, voluntary health and welfare organizations, healthcare providers, foundations, trade and member organizations, and labor unions. As a result, we are very familiar with the current operational, accounting, tax and reporting issues as well as the complex ďŹ nancial and regulatory and compliance requirements.


We bring our clients more than an audit engagement – we interact with you as partners on both a formal and informal basis to reach financial management decisions that support your ultimate goals, mission and programmatic success. Our “hallmark” is to provide service throughout the year. Clients find this “operational consulting” an invaluable contribution to the mission of their organization. Many of our non-profit clients have substantial contracts with federal, state and local governments which include cost reporting requirements. We are experienced in the rules and regulations of these agencies and are familiar with their cost principles, reporting requirements and review and audit procedures, including the OMB A-133 and state requirements. In addition, we have experience designing and developing cost allocation plans and indirect cost rate proposals. We also provide audit services to various employee benefit plans, including 403(b), 401(k) and defined benefit plans.


Tax In addition to preparing federal and state tax returns, our tax practice provides our clients with assistance as needed to operate under today’s frequently changing and increasingly complex tax laws and regulations. Our tax department is able to provide your organization a full range of services to address such issues as unrelated business income on alternative investments and other activities, taxable and nontaxable compensation and fringe benefits, taxable arbitrage on tax-exempt financing, deferred giving programs and joint ventures with for-profit entities.

Consulting Services We offer accounting and management advising, with a focus on strategic planning, modeling, cost and control analysis, and compliance. Our technology staff has the expertise to assess and optimize your data processing infrastructure and works closely with you to develop and implement specific solutions.


Headquarters Philadelphia 1818 Market St. Suite 2400 Philadelphia, PA 19103 (+1) 215-979-8800 New York City The Chrysler Building 26th Floor 405 Lexington Avenue New York, NY 10174 (+1) 212-907-6496 New Jersey 517 Route One South Suite 4101 Iselin, NJ 08830 (+1) 732-634-7940

www.taitweller.com

Tait Weller - Non-Profit industry slim-jim  

Since our founding in 1921, Tait Weller has had the privilege of serving as auditors and business advisers to hundreds of local and global n...