Not-for-Profit Organizations

Margolis & Company has serviced not-for-profit organizations for over 20 years and understands the many factors that contribute to their effectiveness: dedicated volunteers, highly qualified employees and visionary leadership. Our vastly experienced staff understands that the success of a not-for-profit organization often depends on the quality of its professional advisors and the information available to management. As a certified public accounting firm specializing in providing professional advice to not-for-profit organizations and their governing bodies, we can assist you by providing the information you need to make the right decision at the right time.

We assist our not-for-profit clients with setting goals, strategic planning, maintenance of certain financial records, and the filing of information with the various authorities. We also recognize that not-for-profit organizations have unique accounting and reporting needs.

• Accounting Services
• Audit Services
• Tax Services
• Consulting Services

Whether the needs are limited in focus or require a wide range of assistance, Margolis & Company builds value into every engagement we perform. We deliver timely services to meet the needs of our clients.

Arthur M. Scherr, CPA is the Principal-in-Charge of Not-for-Profit services. Please contact Art at ascherr@marg.com.

Robert J. Salvitti, CPA has over twenty years of experience in servicing our not-for-profit clientele. Bob can be reached at bsalvitti@marg.com.

Linda A. Peritz, CPA performs a variety of services for our not-for-profit clients such as audits, reviews and compilations, preparing and reviewing tax returns and financial projections. Linda can be reached at lperitz@marg.com.