Real Estate

501(c)(3) Nonprofit CPA Services in Miami

Form 990, fund accounting, and compliance for Miami 501(c)(3) nonprofit organizations.

Nonprofit accounting isn't a discount version of for-profit accounting: it's a different framework. Fund accounting, restricted vs. unrestricted net assets, functional expense allocation, Form 990 transparency, and board-facing reporting all shape the work. Miss a Form 990 filing three years in a row and the IRS revokes 501(c)(3) status automatically. Levine CPA and Advisors serves Miami 501(c)(3) organizations with the compliance, accounting, and advisory that keeps the mission running and the paperwork right.

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Our Experience
Our principals have supported Miami nonprofits since 1984, through the Pension Protection Act's automatic revocation rules, the shift to donor-advised funds, and the current focus on donor transparency. That tenure lets us advise boards with historical context, not just current compliance.
What Miami 501(c)(3) Organizations Clients Need from a CPA
Form 990, 990-EZ, and 990-N Preparation
Full return preparation with schedule support.
Fund Accounting
Restricted, temporarily restricted, and unrestricted tracking.
Functional Expense Allocation
Program, management, and fundraising splits.
Board-Facing Financial Reporting
Statements built for board audiences.
Independent Audits & Reviews
AICPA-standard audit and review engagements.
501(c)(3) Formation (Form 1023)
Incorporation, bylaws, and Form 1023/1023-EZ tax-exempt applications for new organizations.
Donor Tracking & Tax Letter Support
Donor records, acknowledgment letters, and year-end contribution statements.
Why Levine CPA and Advisors for 501(c)(3) Organizations
Fund accounting built into monthly close, not bolted on

Restricted, temporarily restricted, and unrestricted funds tracked from day one.

Form 990 reviewed by a principal, not junior staff

Jack Levine or Steven Levine signs off before filing.

Donor tracking and tax-letter workflow ready to run

Contribution statements and acknowledgment letters produced on cadence.

Board-facing financial packages, not raw statements

Financials designed for the audience actually reading them.

Schedule a consultation with your Miami 501(c)(3) Organizations CPA.

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
1. Mission & Compliance Discovery
Review programs, funding sources, and any prior 990s.
2. Fund Accounting Setup
Chart of accounts built around restricted vs. unrestricted funds from day one.
3. Grant & Donor Systems
 Grant compliance and donor tracking workflows configured, including tax-letter templates.
4. Form 990 & Board Reporting
 Annual Form 990 preparation plus quarterly board-facing financials.
5. Governance & Growth Advisory
Board treasurer support and multi-year budget planning.
Common 501(c)(3) Organizations Client Situations We Handle
Public charities and family foundations
New 501(c)(3) organizations completing first Form 990
Nonprofits with revoked status seeking reinstatement
Organizations facing state or federal audits
Who We Work With in 501(c)(3) Organizations
Levine CPA and Advisors supports a wide range of 501(c)(3) organizations clients across Miami and South Florida:
  • Public charities serving Miami-Dade and Broward
  • Family and community foundations across South Florida
  • Religious organizations, congregations, and faith-based nonprofits
  • Arts and cultural organizations (museums, theaters, arts councils)
  • Environmental and conservation nonprofits protecting the Everglades and Biscayne Bay
  • Health and wellness nonprofits serving Miami communities
  • Youth development and after-school programs
  • New 501(c)(3) organizations completing their first Form 990
Tax Strategies We Frequently Help Miami 501(c)(3) Organizations Clients Implement
  • Unrelated Business Income Tax (UBIT) mitigation
  • Public support test planning (509(a)(1) vs 509(a)(2))
  • Excess benefit transaction avoidance under IRC 4958
  • Donor advised fund and endowment structuring
  • Program-related investment (PRI) planning
  • State and local tax exemption applications
  • Group exemption planning for affiliated organizations
  • Compensation study and reasonable compensation documentation
  • Charitable trust and split-interest gift planning
  • Cost allocation planning across program, management, and fundraising
Common Tax Mistakes We Help Miami 501(c)(3) Organizations Clients Avoid
  • Missing Form 990 filing deadlines (3 misses = automatic revocation)
  • Not tracking restricted vs unrestricted funds cleanly
  • Public support test math not monitored across the 5-year window
  • UBIT triggered by side revenue without planning
  • Excess benefit transaction risk on insider compensation
  • Weak donor acknowledgment letter compliance
  • Cost allocation across programs, management, and fundraising too broad
  • State charitable solicitation registrations lapsed

What Our Clients Are Saying

Trusted by 500+ clients
5/5
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Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

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Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

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Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

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Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

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Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

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Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

FAQS

Frequently Asked Questions Answered

Which version of Form 990 does my nonprofit file?
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When is Form 990 due?
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What happens if I miss Form 990 for multiple years?
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How do I get started?
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Which version of Form 990 does my nonprofit file?
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When is Form 990 due?
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What happens if I miss Form 990 for multiple years?
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Can you help form a new 501(c)(3)?
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Where We Serve
We support Real Estate clients across Miami and South Florida:
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Meet Your CPA

A family-run firm led by Jack Levine, CPA and Steven Levine, CPA, serving Miami since 1984:

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Schedule a Consultation with Your Miami 501(c)(3) Organizations CPA

Levine CPA and Advisors has supported South Florida individuals, businesses, and organizations for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation with a Miami 501(c)(3) organizations CPA today.

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