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Tax-Exempt

Extraordinary Quality. Unparalleled Commitment. Outstanding Results.
On an annual basis, hundreds of tax-exempt organizations throughout upstate New York—ranging from small operations to large, complex, multi-entity organizations—depend upon The Bonadio Group’s expertise in performing quality and comprehensive traditional audit and tax preparation services. Our tax-exempt client list represents a broad and diverse mix of organizations with varied missions, all requiring high levels of service and technical excellence delivered at the affordable costs.

We have one of the largest tax-exempt practices in the state, staffed by CPAs and other professionals with backgrounds in accounting, auditing, tax, internal controls, management consulting, & More. Because of the size, diversity and significant areas of expertise of our tax-exempt practice, you can be assured that TBG has the experience and resources to address both your compliance and financial management issues.

From community service organizations to colleges and universities, foundations to arts and cultural institutions, TBG is recognized throughout upstate New York as a premier CPA and business advisory firm.

Our Commitment & More
Since our founding, TBG has been committed to the tax-exempt sector. Our commitment is directly related to our belief that we have an obligation to serve the communities where we live, and in fulfillment of that obligation, to use our professional experience and expertise to help our clients protect and grow their assets while keeping them in compliance with applicable laws and regulations.

Our commitment is reflected in other ways, as well. For example, our team members are required to annually attend over 80 hours of comprehensive, focused training including a course on advanced issues for tax-exempt organizations. We regularly support our clients’ missions in a variety of ways, and many TBG professionals serve in voluntary board and other positions for well over 200 organizations.

We understand the budget pressures as well as the governance and risk/internal control mandates you face. That’s why TBG’s commitment to our tax-exempt clients extends to delivering audit and tax services of unparalleled quality at an affordable cost.

• Exceeding Expectations with Extraordinary Professionals
• Spotlights
• Thought Leadership, Innovation and Viewpoints
• Services for Tax-Exempt Organizations

Exceeding Expectations with Extraordinary Professionals

TBG’s mission statement calls upon us “to be our clients’ most trusted business advisor and consistently exceed their expectations.”

We bring this mission to life with an extraordinary team of partners and staff that serve tax-exempt organizations, in our six different locations stretching from the Capital District to the western borders of New York State. TBG operates within a one firm/seamless location practice approach by making all of our professionals 100% available across the firm.

We invite you to click here to visit our tax-exempt partner team. You’ll discover why hundreds of organizations have made these extraordinary professionals their trusted business advisors.

Spotlights

In addition to the quality of our accounting and audit services, a key differentiator making TBG the firm of choice for tax-exempt organizations across New York State is the scope, depth and breadth of special services we bring to the table.

We call these “SPOTLIGHTS”, and urge you to spend a few more moments with us, exploring the practical, proactive and innovative faces of The Bonadio Group. Our solutions will help you reach your financial, compliance, management and personal goals.

• Accounting, Auditing & More
• Authorized Accounting Software Sales, Installation and Training
• Bonadio Payroll Services, LLC
• Bonadio Receivable Solutions, LLC
• Bonadio Source HR, LLC
• Colleges and Universities
• Corporate Tax Planning and Preparation
• Employee Benefit Plan Audits
• Enterprise Risk Management
• Forensic Accounting
• Information Technology Services

Thought Leadership, Innovation and Viewpoints

Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights and information on contemporary accounting, tax, business management and wealth management issues. Each Viewpoint is available in a printable format and as a downloadable MP3 which can be played directly in your browser.

Click here for Tax-Exempt Viewpoints.

Who We Serve Medium & Large Privately Held Companies Public Companies Small Business Government Healthcare Tax-Exempt Construction Unions Individuals