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Metairie, Louisiana
111 Veterans Memorial Blvd
Suite 800 Map
Metairie, LA 70005
Phone: Main 504-837-8844
Fax: 504-837-0856
Email: info@wd.cpa

Northshore Office
180 New Camellia Blvd.
Suite 200 Map
Covington, LA 70433
Phone: Main 985-792-4504
Fax:   985-792-4512
Email: info@wd.cpa

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Non-Profit / Education

Wegmann Dazet knows that serving the needs of a nonprofit or educational entity means so much more than just filling out a 990 or racing through an audit.  Budgeting, structuring, compliance, cost allocations…the list goes on and on.  Our professional team walks the walk having served not only as external CPA but also in the community service role, serving on nonprofit boards in our communities. And, as you may have seen on other pages on this site, our membership in the BDO Alliance USA brings us resources and knowledge that far exceed that of the typical local firm.  We believe you can trust our team for:

  • A-133 financial statement audits
  • Charter School Audits with AOP
  • Financial audits and tax return preparation
  • Advice on gift acknowledgements and other complex IRS rules for nonprofits
  • Strategic planning and organizational development
  • Structuring of complex multi-entity organizations
  • Budget preparation and training of client staff in preparing budgets
  • Computer installation and design of custom systems
  • Development of accounting and compliance manuals
  • Program, contract and financial compliance reviews and reporting to federal, state
    and city funding sources
  • Compliance reviews of fundraising reporting and allocation procedures
  • Preparation of exemption applications and change in status requests
  • Charities’ registration and related forms
  • Timely updates on issues affecting nonprofit organizations
  • Cost allocation plans
  • Agreed upon procedures
  • Grant audits
  • Grant close-out audits

Let us know how we can help.

 

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    • Retirement Plan Audits

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