Bethlehem, PA CPA / Morey Nee Buck and Oswald, Somerville, NJ, Spring House, PA Welcome, Morey,Nee, audts, tax, valuation, planning, litigation support, Buck, Oswald, Scott Buck, William Oswald
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Non-Profit organizations face an ever-evolving set of challenges from an accounting and auditing standpoint. It is important for these entities to have experienced CPAs and advisors on their side. At Morey, Nee, Buck & Oswald our accounting team has more than 70 years experience working with and providing unparalleled services to the not-for-profit community.  We understand the unique challenges non-profit organizations face, from strict reporting and accountability requirements, to day-to-day budgeting, forecasting, spending, and reporting needs.

Morey, Nee, Buck & Oswald, assits non-profit clients throughout Pennsylvania and New Jersey.  Our firm is able to provide comprehensive accounting and tax services for non-profit organizations, charitable organizations, advocacy groups, membership organizations, churches, education and mentoring programs, and more. Some of the services we offer include:

  • Issue Audited Financial Statements - Including Yellow Book and A-133 Audits
  • Compilation and Review of Financial Statements
  • Tax Planning and Compliance
  • Tax Preparation
  • Agreed Upon Procedures
  • Financial Forecasts and Projections
  • Cash Flow Projections
  • Application for Exempt Status (501(c)(3))
  • 990 Tax Preparation
  • 403 (b) Plan Audits
  • Annual Charitable Solicitation Filing
  • Budgets
  • Funding Reports
  • Presentation of the Audit Report to the Board & Finance Committees

 In addition we prepare reports in accordance with:

  • Government Auditing Standards as issued by the Comptroller General of the United States Office of Management and Budget Circular A-133
  • AICPA statement on  "Audits of Institutions of Higher Education and other Nonprofit Institutions"
  • City of Philadelphia Sub-recipient Audit Guide
  • "Annual Audit and Financial Report" for the Commonwealth of Pennsylvania
  • Audits in compliance with the Federal Revenue Sharing Laws and Regulations
  • Audits of "Student Financial Assistance Programs" in compliance with laws and regulations of the U.S. Department of Education

Whether starting a new non-profit organization or seeking an accounting firm to assist with existing tax and auditing concerns, the team at Morey, Nee, Buck & Oswald can provide a wide range of accounting, audit and assurance, and financial systems consulting services.


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