At Milestone Certified Public Accountants Inc., we understand the unique financial and regulatory challenges faced by nonprofit organizations. Based in Pleasanton, we proudly serve nonprofit organizations across the Tri-Valley and beyond, offering localized service backed by national expertise. Whether you’re building a better community or protecting the planet, Milestone CPAs is your trusted partner in nonprofit financial health.
Ensure accurate and timely filing of your annual Form 990, 990-EZ, or 990-N, maintaining transparency and compliance with IRS requirements.
We assist in maintaining your organization’s tax-exempt status, handling necessary documentation and communications with the IRS.
Identify and manage potential UBIT liabilities, ensuring your organization remains compliant while maximizing revenue opportunities.
Navigate complex state and local tax regulations with our expert guidance, ensuring full compliance across all jurisdictions.
We help charitable foundations maintain compliance with IRS regulations, prepare detailed Form 990s, and implement sound financial strategies to maximize donor impact and grant-making power.
From private schools to community learning centers, we manage tax filings, payroll, and fund tracking while ensuring your institution maintains its exempt status and financial transparency.
We support churches, ministries, and faith-based nonprofits with bookkeeping, contribution tracking, and compliance services tailored to faith-centered operations.
Whether you’re running a community clinic or health outreach program, we manage your tax reporting, grants compliance, and financial planning to help you serve patients without financial obstacles.
We assist museums, theaters, and cultural nonprofits with budgeting, donor reporting, and financial audits, enabling you to enrich your community with creativity and culture.
We help advocacy groups stay compliant while navigating complex funding streams and regulations—giving you the financial clarity to focus on driving social and environmental change.
Ready to ensure your nonprofit’s financial compliance and focus on your mission?
Contact Milestone Certified Public Accountants Inc. in Pleasanton, CA, to learn more about our specialized nonprofit tax services.
