Social Service Agencies

We Understand.

The professionals within our Not-for-Profit Practice provide audit, tax and consulting solutions for many of this area's most respected social and human services organizations.

What makes us their choice? We understand the community.

We understand that organizations receiving federal and/or state funding are asked to meet increased regulations and special reporting requirements, such as Circular OMB A-133 and HUD compliance.

We understand that your audited financial statements are a reflection of your organization and that these statements are often sent to donors and funding agencies. For this and other reasons, the statements need to present all relevant and required information in a clear, concise format.

Audits and Compliance Are Just the Beginning.

We also understand that social service organizations are looking for their CPA firm to provide more than the traditional services.

At Blackman Kallick, we keep our clients informed about new regulations and how they might impact their particular organizations. We also provide a full range of services for social service organizations, including:

  • working with your planned giving and development officers to:
    • create policies and guidelines
    • explain leveraging giving techniques to potential donors
    • illustrate techniques such as charitable lead trusts and remainder trusts
  • assisting with strategic planning
  • delivering insights into the analysis of grant makers and corporate contributors
  • explaining how the Sarbanes-Oxley Act might impact your organization
  • reviewing and flowcharting internal controls
  • providing planning and advice for the full range of tax needs, including:
    • meeting requirements for the adequate substantiation of gifts
    • avoiding intermediate sanctions
    • complying with withholding rules on payments to foreign persons
    • complying with sales and use tax rules
    • minimizing unrelated trade or business income tax attributable to debt-financed income and/or for-profit activities (e.g., gift and resale shops, laundry services, restaurants, etc.)

We believe there are three main reasons so many human and social service organizations trust Blackman Kallick with their audit, tax and consulting needs:

  • our firm's reputation of uncompromising integrity
  • our hands-on attention to detail
  • our ability to deliver custom solutions

We also believe it comes down to the fact that we can help them spend less time worrying about financial reporting concerns and more time focusing on their primary mission.

Learn More

To learn more about Blackman Kallick's Not-For-Profit Services, please contact:


This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.