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NonProfit Services

Your nonprofit has goals and it works hard to achieve them. A crucial part of doing that means obtaining funding, and that often hinges on healthy and transparent financial accounting. Herman P Ortiz CPA PC has committed talent and resources to providing quality and extensive services for the not-for-profit sectors.

Call: (631) 486-6855 Book a Consultation

We demonstrate our commitment to our nonprofit practice through community service and involvement with nonprofit organizations. Our nonprofit team leader participates on the audit committee of a charitable organization.


Our Services includes 

  • Non Profit formation/ Startup Form 1023 application for recognition of exemption
  • Financial statement audits
  • Financial statement review
  • Form 990 Return of Organization Exempt from Income Tax
  • Bookkeeping Assistance
  • Non Profit Quickbooks Installation and training
  • Internal Control and Review

For more information about “NonProfit” services please fill out the contact form below. 

Let us help you setup and/or maintain your non-profit tax-exempt status by requesting a consultation below.

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Please fill out this form and let us know how we can be of service. We will happily offer you a consultation to determine how we can best serve you.

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