At Joseph J. Szela & Associates, P.C., we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.
We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business advisor.
A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.
Nonprofit Tax and Attest Services
Nonprofits increasingly are confronted with burdensome oversight by the government, donors and the public, together with constantly changing tax regulations and policies to maintain tax exemption. Our experience gives us the ability to address these concerns along with your tax preparation and grant funding compliance requirements.
Audit and Attest Services for Nonprofits
- Financial Statement Audits
- Reviews and Compilations
- Agreed-Upon Procedures
Tax and Accounting Services for Nonprofits:
- Federal Tax Returns
- 990-T and 990-PF
- Controllership Services
- Bookkeeping
- Special Reports and Analyses, including grant application and compliance
- 501(c)(3) Applications
Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.
Areas of Service: Charlton, Southbridge, Auburn, Spencer, Leicester, Oxford, Webster, Dudley, Brimfield