At Stanfield + O’Dell, we’ve helped hundreds of not-for-profit entities navigate the complex regulations facing tax-exempt organizations. Our seasoned experts can assist you with everything from your formation, organization and structure, application for tax-exempt status, initial registrations, annual filing reports and advance ruling requests. We can also provide consultation regarding prohibited transactions and help you plan around unrelated business tax, minimizing the risk of excess-benefit excise taxes and other penalties and sanctions. Finally, we are committed to helping you preserve your tax-exempt status so you can continue making a difference.

Our services for the not-for-profit industry include:

  • Audits, reviews and compilations
  • Tax Compliance services
    • Not-for-profit formation/startup
    • Preparation of Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
    • Preparation and filing of federal and state tax returns
    • Unrelated business income tax analysis
    • Preparation and filing of state charitable organization registrations
    • Intermediate sanctions legislation and regulations
    • Exempt status consulting
  • ERISA employee benefit plan audits
  • Operational consulting services
    • Establishment of policies and procedures
    • Executive Compensation consulting
    • Budget preparation
    • Accounting and financial reporting systems design and implementation
    • Financial and management reporting
    • Internal control review

Client Testimonials

“For the past five years, Stanfield + O’Dell has provided us with tax preparation and auditing services of the highest quality. They are consistently professional and responsive in their approach. As a new Executive Director, I have particularly appreciated their emphasis on education, which has improved our accounting methods and our ability to tell our story through our financial documents. I greatly value our partnership with this firm.”

Maryann Donohue, Executive Director Global Gardens – Tulsa, OK

“As Co-founder and Resource Director of a non-profit organization, finding quality service for the right price is a priority. With the continued growth of our organization, we needed a trustworthy and reliable accounting advisor. Stanfield + O’Dell provides effective accounting and business services which enables us to focus our time and energy on our mission. It has been a great relationship and investment!”

Jennifer Sollars-Miller, Resource Director Autism Center of Tulsa – Tulsa, OK