Audit and Tax

Our technical expertise and resources are strategically developed to meet the unique and evolving needs of your not-for-profit organization.   We deliver customized audit and tax services that are tailored to your not-for-profit entity.  We are committed to helping you and providing solutions to all your assurance and tax needs.   Our professionals have experience serving a wide range of tax-exempt organizations, receive specific industry training and are actively involved in professional organizations and activities.  We are committed to the not-for-profit industry, and our experience benefits you as we can contribute relevant inputs and ideas to your organization.

We serve not-for-profit organizations and associations of varying sizes and structures including:

  • Trade associations
  • Membership associations
  • Professional societies
  • Educational organizations
  • Charitable organizations
  • Religious organizations
  • Private foundations
  • Political action committees
  • Related joint-ventures, LLCs and for-profit subsidiaries

Audit and Assurance Services

Our services will be innovatively designed to meet your specific needs. Our audit and assurance services include:

Tax Compliance and Consulting Services

Johnson Lambert’s talented and highly trained tax professionals will meet your tax needs with personalized attention and accurate advice.  We continually monitor federal and state tax issues to keep you up to date on developing issues.  Some of our tax services that may be of interest to you and your not-for-profit organization include:

  • Form 990-series preparation and electronic filing
  • Tax-exempt status applications
  • IRS examination representation
  • Lobbying analysis
  • Property tax consulting and compliance
  • Public support test analysis
  • UBIT planning
  • Enterprise Risk Management

We are not only committed to our clients, but dedicated to your industry.  We currently have a member on the AICPA Not-for-Profit Expert Panel.  We continually monitor and share relevant information with you so you can make informed decisions for your organization.

Johnson Lambert’s commitment to excellence is also represented by our membership in the AICPA Governmental Audit Quality Center (GAQC).  This voluntary program is aligned with many of our core values and helps us better serve our clients subject to Governmental Auditing Standards.

Johnson Lambert is a CAE Approved Provider.  The program(s) linked below meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential.  Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies.  For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org.

We are an Event Partner with the American Society of Association Executives (ASAE) demonstrating our enthusiastic commitment to the not-for-profit industry. We look forward to seeing you at many ASAE events throughout the year where we are prominently featured and actively involved.