Nonprofit Organization Setup & Advisory That Builds Strong Foundations
Unsure How to Start or Sustain Your Nonprofit’s Mission?
Launching a nonprofit or managing compliance can be daunting—from complex IRS paperwork to ongoing financial rules. Many founders worry about costly mistakes, missed deadlines, or failing to protect their tax-exempt status. Andy Wang CPA & Associates specializes in helping Bay Area nonprofits set up correctly, remain compliant, and focus on what matters most: their mission and impact.
Problems We Solve Every Day
501(c)(3) Formation and Entity Setup
We guide you step-by-step through state and federal filings, Articles of Incorporation, EIN application, and the IRS Form 1023 or 1024 process. Avoid common errors that cause delays or jeopardize your nonprofit’s status.
Securing and Maintaining Tax-Exempt Status
Obtaining recognition is just the start. We advise on annual reporting, board requirements, and how to meet IRS expectations year after year.
Establishing Strong Financial Controls
Nonprofits need clear processes for donations, grants, and spending. We help design internal controls, set up fund accounting, and ensure you’re audit-ready.
Board Education and Compliance Support
We offer training and guidance to your board and staff on their roles, fiduciary duties, and compliance responsibilities—reducing risk for everyone involved.
Ongoing Advisory for Growth and Sustainability
Whether you’re launching a new program, expanding services, or facing new funding, we help you plan for sustainable growth and long-term impact.
Nonprofit Success Starts With the Right Structure
Proper setup protects your mission and makes future growth easier. We’ll help you choose the best entity type, draft required documents, and create clear policies for responsible management.
Compliance Is Ongoing, Not One-Time
Annual filings (like Form 990), donor disclosures, and changing IRS regulations mean nonprofits need proactive support—not just setup help. Our CPA team offers check-ins, reminders, and issue-spotting year-round.
Custom Support for New and Established Organizations
From startups seeking their first grant to established nonprofits handling complex funding, we tailor our services to fit your stage and needs.
Your Nonprofit Setup & Advisory Questions, Answered
What is the process to set up a 501(c)(3)?
We help draft incorporation documents, apply for an EIN, and complete the IRS tax-exempt application—guiding you through each step to avoid delays.
How do you help nonprofits maintain compliance?
We track deadlines, file annual returns, review governance, and help set up accounting systems that support your compliance requirements.
Do you offer board or staff training?
Yes. We provide onboarding and periodic training so everyone understands their responsibilities and best practices.
Can you support nonprofits outside California?
Yes. We help organizations incorporate and gain tax-exempt status nationwide.
Do you provide ongoing advisory after setup?
Absolutely. We support clients year-round with compliance checks, strategy sessions, and financial reviews.
start here
Build Your Mission on a Solid Foundation
Andy Wang CPA & Associates ensures your nonprofit starts strong, stays compliant, and remains focused on impact—not paperwork. Let’s turn your vision into a lasting organization.