Address: 111 Rockville Pike, Suite 475
Rockville, MD 20850

Phone: 301-424-6800

Fax: 301-424-6892

Email: Tracy Morey, Partner

Number of NonProfit Clients:

Minority Owned: N/A

Woman Owned: N/A

Special Discount for Center Members: No

Description of Member Discount:


We are dedicated to serving not-for-profit organizations, which allows us to provide unparalleled resources, expertise, and experience to not-for-profit organizations. We take an individualized approach to each client as they vary enormously in size, purpose, management style, and in the variety of their funding sources. Primary services offered for not-for-profit organizations include financial statement audits, reviews, and compilations; agreed-upon procedures; 990, 990T, and 990PF preparation; internal control review and recommendations; consulting; and audit preparation services. Our audit services are enhanced with the use of Artificial Intelligence (Ai), allowing us to offer added value not available solely through traditional auditing techniques.

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