Making a difference is not only an expression for non-for-profit entities, but also one that Burge & Associates embraces.  As not-for-profit auditing, tax, compliance, and consulting experts, we understand there is more to business than just the bottom line - it's about helping people and improving communities. Burge & Associates' approach to client relationships is simple; we act as a key resource to give our clients the power to succeed and accomplish their mission statements.

Services We Provide

Financial Services

• Audits of financial statements
• OMB Circular A-133 Single audits
• Reviews and compilations
• Agreed-upon procedures
• Department of Housing and Urban Development audits (HUD)
• Retirement plan audits, including 403(b) retirement plans
• Tax-exempt bond issuance compliance and registration services
• Internal controls review
• IT risk assessment
• Cost allocation plans
• Board governance consulting
• Education and training

Tax Exempt Services

• Form 990 and 990T tax planning/return preparation
• Unrelated business income tax issues (UBIT)
• UBIT planning and exposure reviews
• Excess benefit transaction studies
• IRS penalty exposure reviews
• Executive compensation
• Mergers and acquisitions
• Formation of taxable and non-taxable entities
• Tax determination letters
• Arbitrage tax information 

Entities We Serve

• Religious organizations
• Colleges and universities
• Private and public schools
• Foundations
• Healthcare providers
• Long-term healthcare facilities
• Elderly and low income housing
• Civic groups
• Trade associations
• Membership organizations
• Legal Services Programs
• Country and social clubs
• Arts and cultural organizations
• Other voluntary, health and welfare organizations