Tax-Exempt

Audit, Compliance and Business Advisory Services for Tax-Exempt Organizations

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 Bonadio 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, Bonadio is recognized throughout upstate New York as a premier CPA and business advisory firm.

Our Commitment to the Tax-Exempt Sector, & More

Since our founding, Bonadio 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 Bonadio 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 Bonadio’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
• Services for Tax-Exempt Organizations

Exceeding Expectations with Extraordinary Professionals

Bonadio’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. Bonadio 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.