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Cobb Ezekiel Loy & Company, P.A. provides a full range of accounting, tax and consulting services to not-for-profit entities including health and human services agencies, healthcare organizations, trade/professional associations, civic groups, educational and charitable organizations. We provide a range of services designed to meet the unique needs of not-for-profit organizations. We help a wide variety of organizations with audit and tax assistance, performance benchmarking, allocation plans and internal control systems -- enabling them to find solutions to the challenges they face every day. Our accounting and assurance services for not-for-profit entities include: Creation of budget systems for financial reporting and rate-setting purposes Preparation of vital documents, including Uniform Financial Reports (UFR) and related analyses Design of internal controls and auditing programs, operating procedures, and accounting systems in compliance with OMB requirements Analysis of unrelated business income tax (UBIT) issues Communication between not-for-profits and funding agencies Technology services including computer hardware needs assessment, selection and service software evaluation, customization and training Analysis of mergers, acquisitions, and joint ventures Our private foundation clients rely on our tax services for: Not-for-profit tax returns Establishing the entity as a private foundation in compliance with not-for-profit governing rules Applying for tax exempt status with the IRS Registering with appropriate state attorney general's offices Tax planning strategies and minimum distribution requirements Issues relating to the excise tax on net investment income Avoiding onerous excise (penalty) taxes Preparation of federal and state filings Handling all federal and state tax examinations Let us help your not-for-profit organization discover the path to a more successful future.