Government & Compliance Audits
SOC 1
SOC 2
SOC 3
Subrecipient Monitoring Services
Attestation Engagements
Employee Benefits Plans (ERISA)
HIPAA
Soc for Cybersecurity
SOC for Supply Chain 
SOC for AI
SOC for Cloud Security
Grant Compliance Consulting
Virtual CISO (vCISO)
NIST
ISO 27002
SOC
Business Strategy & Excellence
Business Intelligence & Data Analytics
TGC Reviews (SAS 145)
Application Control Testing
SOC Control Design and Effectiveness Testing
Bookkeeping
Daily Operations
Outsourced CFO & Advisory
Tax Planning
Tax Reporting
IRS & FTB Representation
Tax Strategy & Compliance
Corporate Tax Provisions ASC 740
Nonprofit & Tax-ExemptExpert Compliance Guidance for Mission-Driven Organizations
You need to focus on your mission, not worry about tax compliance. Our nonprofit specialists handle the complex paperwork so you can make a bigger impact.
- Reduce audit risk and compliance concerns
- Free up staff time for mission-critical work
- Get strategic insights, not just tax preparation
Get started
Trusted by Public Agencies and Nonprofits Across California, Nevada, Hawaii, and Arizona
What We Do
Comprehensive Nonprofit Financial Services for Stronger Operations
Tax Compliance & Reporting
We ensure your nonprofit maintains its tax-exempt status with thorough preparation of Form 990 and related filings. Our experts help you navigate multi-state exemption requirements and prevent costly compliance mistakes.
Audit & Assurance Services
Our specialized nonprofit audit team understands the unique accounting standards for tax-exempt organizations. We provide thorough, efficient audits that strengthen your credibility with donors and grantmakers.
Strategic Financial Planning
Beyond compliance, we help your organization build sustainable financial models. Our advisors work with your team to develop funding diversification strategies and improve financial governance.
Grant Compliance
We help you meet complex grant reporting requirements and maintain proper documentation for government and foundation funding. Our approach reduces the risk of funding clawbacks and ensures you maximize available resources.
Tax-Exempt Services
Helping Nonprofits Stay Compliant Without the Hassle
Many nonprofits struggle with complex tax requirements and documentation. Our specialized team helps you maintain tax-exempt status while focusing on what matters most—your mission.
Our Non-Profit Financial Health Framework helps you:
You’ll spend less time on paperwork and more time serving your community, while maintaining the financial foundation needed for sustainable growth.
WHY CHOOSE US
"Why Choose The Pun Group for Nonprofit Services?"
You're tired of generic compliance advice that ignores nonprofit realities
- Dedicated nonprofit specialists with deep sector expertise
- Practical solutions that work within limited administrative budgets
- Focus on building stronger, more sustainable organizations
- Clear communication without excessive accounting jargon
You need to maintain perfect compliance with limited resources
- Streamlined documentation systems that save staff time
- Practical technology solutions that improve efficiency
- Clear guidance on maintaining multi-state exemptions
- Proactive planning to prevent compliance issues
You want a partner who understands your mission, not just your numbers
- We take the time to understand your organization’s specific goals
- Financial strategies aligned with your mission priorities
- Partnership approach focused on your long-term success
- Regular communication tailored to your team’s financial expertise
Frequently Asked Questions
You've got questions? We've got answers.
What makes nonprofit accounting different from business accounting?
Nonprofit organizations face unique requirements, including functional expense allocation, restricted fund tracking, and specialized financial statements. Our team understands these distinctions and helps you implement appropriate systems.
How often should a nonprofit organization be audited?
The answer depends on your organization’s size, funding sources, and state requirements. Most nonprofits with annual revenues over $750,000 require yearly audits, while smaller organizations may need less frequent reviews. We can help determine the right schedule for your situation.
What are the most common nonprofit tax compliance mistakes?
The most frequent issues we see include incomplete exemption documentation across multiple states, improper treatment of unrelated business income, and inadequate substantiation of donor acknowledgments. Our proactive approach helps prevent these costly errors.
How can we maintain compliance with limited administrative staff?
We specialize in creating efficient systems that minimize administrative burden while maintaining strong compliance. Our approach includes automated documentation management, clear process documentation, and strategic use of technology to reduce manual work.
What happens if we lose our tax-exempt status?
Loss of tax-exempt status can result in significant tax liability, donor concerns, and potential loss of grants. Reinstatement is possible but complex. Our preventive approach focuses on maintaining your exempt status through consistent compliance.
How does The Pun Group help with grant compliance?
We help you establish systems to track restricted funds, document grant expenditures, and prepare accurate reports. Our structured approach reduces the risk of funding clawbacks and strengthens your position for future grant applications.
LATEST CONTENT
Expert Guides from The Pun Group
GET STARTED
Ready to strengthen your nonprofit's financial foundation?
Let’s discuss your organization’s specific needs and how we can help you maintain compliance while advancing your mission.
- Complete the form or call us at (949) 777-8800
- We’ll reach out to book your free discovery call
- Get a clear path to stronger nonprofit compliance, including pricing, timeline and next steps
Want to speak to us now?
Call us at 949-777-8800Get started
Fill out the form below to schedule a free, 30-minute consultation with one of our experts today!