Real Estate

Educational Institution CPA Services in Miami

AUP audits, fund accounting, and compliance for Miami private schools and educational nonprofits.

Schools and educational nonprofits operate under a compliance framework that includes accreditation reporting, tuition and financial aid accounting, Florida SUFS (Step Up For Students) Agreed-Upon Procedures audits for scholarship participants, fund accounting for endowments and scholarships, and Form 990 for the parent organization. Levine CPA and Advisors serves Miami educational institutions with the industry-specific reporting, tax compliance, and advisory that lets educators focus on students.

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Our Experience
Our principals have advised Miami educational institutions since 1984, through the growth of Florida's private school scholarship programs, the shift to blended and remote learning, and today's focus on outcomes-based accountability. That perspective helps schools plan financially with the operational context intact.
What Miami Educational Institutions Clients Need from a CPA
Florida SUFS AUP Audits
Step Up For Students Agreed-Upon Procedures engagements.
Fund Accounting
Endowment, scholarship, and restricted-fund tracking.
Tuition & Financial Aid Accounting
Accurate revenue and aid discount reporting.
Form 990 Preparation
 For the parent nonprofit and any affiliated foundations.
Board & Accreditation Reporting
Financials built for boards and accreditors.
Payroll & Retirement Plans
403(b), TIAA, and retirement plan coordination.
Grant & Foundation Compliance
Federal, state, and foundation grant reporting.
Why Levine CPA and Advisors for Educational Institutions
SUFS AUP procedures done routinely

Step Up For Students engagements are familiar territory.

Endowment and scholarship fund accounting

Restricted, temporarily restricted, and unrestricted tracked cleanly.

Reporting sized for accreditors and boards

 Statements built for the audience that reads them.

40+ years of Miami nonprofit experience

Serving Florida schools and educational nonprofits since 1984.

Schedule a consultation with your Miami Educational Institutions CPA.

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

Schedule a Consultation
1. School Discovery
Review enrollment, tuition model, SUFS participation, and endowments.
2. AUP & Audit Preparation
 Configure records for Florida SUFS AUP procedures and any required audits.
3. Fund Accounting Setup
 Track scholarships, endowments, and restricted gifts separately.
4. Filings & Reporting
 Form 990 preparation, tuition and aid reporting, and board-facing financials.
5. Accreditation & Board Advisory
Support accreditation reporting and long-range planning.
Common Educational Institutions Client Situations We Handle
Private K-12 schools participating in SUFS
Preschools and early-childhood programs
Educational nonprofits and after-school programs
Religious and independent schools
Who We Work With in Educational Institutions
Levine CPA and Advisors supports a wide range of educational institutions clients across Miami and South Florida:
  • Private K-12 schools participating in SUFS across Miami-Dade
  • Preschools and early-childhood programs
  • Independent day and boarding schools
  • Religious and parochial schools in Miami and Broward
  • Educational nonprofits and after-school programs
  • Charter school management organizations
  • Foundations funding educational programs
  • Vocational and technical training centers
Tax Strategies We Frequently Help Miami Educational Institutions Clients Implement
  • Florida SUFS scholarship revenue accounting and AUP compliance
  • Endowment and quasi-endowment gift accounting
  • Deferred revenue timing on tuition and enrollment deposits
  • Bond financing and debt covenant compliance
  • UBIT on auxiliary enterprises (bookstore, athletics, facility rentals)
  • Employee retirement plan (403(b) and 457) optimization
  • Scholarship and financial aid tax treatment
  • Fundraising and capital campaign accounting
  • Split-interest agreements and planned giving
  • State exemption planning for property and sales tax
Common Tax Mistakes We Help Miami Educational Institutions Clients Avoid
  • SUFS AUP procedures not scheduled early enough in the fiscal year
  • Endowment and scholarship funds mixed with operating cash
  • Deferred revenue on tuition mishandled at fiscal year-end
  • UBIT on auxiliary revenue (facility rental, athletics) not identified
  • Weak documentation of financial aid discounts
  • Board and accreditation reporting not tied to audited financials
  • Capital campaign gifts recognized in wrong period
  • 403(b) and 457 plan compliance gaps

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

What is a SUFS AUP audit?
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Do you handle Form 990 for schools?
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Can you handle endowment fund accounting?
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How do I get started?
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What is a SUFS AUP audit?
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Do you handle Form 990 for schools?
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Can you handle endowment fund accounting?
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Do you handle 403(b) and 457 retirement plans for schools?
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Where We Serve
We support Real Estate clients across Miami and South Florida:
Related Services
The services most commonly used by our Miami Real Estate clients:
Also Serving
Related industries we work with:

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 Educational Institutions 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 educational institutions CPA today.

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