Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Non-Profit Organizations

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

What Others Say

"They have been a tremendous asset to our organization. The depth of knowledge and breadth of services at Burge & Associates has been a key tool in growing our small business. At every turn in our financial world they have either given or offered a solution to any issue we have had. Food For Thought - This is the ONLY PCA I've used in my adult life, except the first one, that did not lay some sort of blame on my previous PCA. They're all rock stars." - Jeff Luther

"Burge & Associates rescued us from a terrible Accounting situation with another firm handling our Small Business Tax/Accounting Needs. They have been extremely professional, timely, courteous and responsive to all of our inquiries and are constantly keeping us top of mind on deadlines. With their partnership, we don't have to "worry" about who's looking out for us and know we have someone in our corner." - Claire Blake

"As a small business owner, it's critical to have a dependable, professional, and aggressive accounting firm to work with. Burge and Associates is that and more. I'm very happy with everything and turn around time and attention to detail are fantastic!" - Jeffrey Wertz

"Burge and Associates oversees all of our bookkeeping and taxes. Sarah and the rest of the staff are knowledgeable and put in a lot of work for non-profits and small businesses. Thanks for all you do Burge & Associates!" - Tammy Washington

"We have been working with Burge for years and they are excellent! Very efficient, reliable, and helpful. Sarah Grizzle is awesome!" - Carlyn Clawson

"These are the best CPAs I've ever worked with. I'm so glad I made the switch- they've been available whenever I need them, quick to help, incredibly knowledgeable and keep my best business interests in mind. They also have gotten my two businesses so financially organized- tax time isn't something that leaves me pulling my hair out! It's just a couple of clicks and I'm done. They're great!" - Christina Scalera

"When I opened my small business, I met with Chad Swanson of Burge & Associates. I am an expert in my business offerings but have no familiarity with the financials and tax obligations. In our first meeting, Chad ran several scenarios for my business and provided me with a very clear understanding of business taxes. It was a fantastic experience which led to us hiring him to also do our personal taxes. In addition, at any time I had a question, I would email Chad and received a response within the hour, without fail. I learned about Burge and Associates from numerous friends who have been using them for years for their business, non-profit, and personal taxes. We could not be happier with our experience!" - Erica Newcomb

"We own a small business and Burge and Associates handles all of our bookkeeping and tax work. We would be LOST without Chet, Jason and Daisy. We're grateful for their knowledge of our industry and their tireless work to make sure we are accurate in our reporting and that we get the maximum tax credit possible.

Thanks for all of your hard work, Team Burge!" - Ryan Boon

"If you're looking for a competent and trustworthy CPA, look no further than Chad Swanson. Aside from saving us thousands of dollars, his business acumen and customer care continues to impress. He is by far the best CPA we've ever used." - Scott Lilly

"I have had the pleasure of working with Chad Swanson, with Burge and Associates for the past two years, and he has been absolutely terrific. He is personable, extremely smart, pays attention to detail, and handles complicated financial issues extremely well. I enthusiastically recommend him and his firm for all accounting and financial matters, and I guarantee any clients will be extremely pleased!!" - Jay Garten