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Tax Filing/ Audit Resources

Many of you have asked for resources to use for assistance and/or guidance in completing your yearly audits/financial reviews and tax filings. Through our membership with the Delaware Alliance of Non Profit Associations (DANA), and other internal referrals, we are able to share the below list of resources with you.   As new firms/individuals become known the list will be updated.

DPTA does not endorse any firm/individual.

Keep in mind, that a PTA unit is not required to hire someone to perform the review.  You may form an independent audit committee drawing on the expertise of your members, staff and community members to perform the necessary work.

Name Email Address Website phone #
Barbacane Thornton & Co / Robert M Barbacane rbarbacane@btcpa.com 3411 Silverside Rd

#200

Wilmington, DE 19810

http://www.btcpa.com/ 478-8940
Breakwater Accounting and Advisory  / Kim Dolan kim@breakwatercorp.com Independence Mall www.breakwatercorp.com 543-4564
Claire Layton, Tax Preparer and Associate /  Carl E. Golt, CPA clairelaytes@yahoo.com / cgoltcpa@yahoo.com 910 South Chapel Street

Suite 204

Newark, DE  19713

  743-4142 /            540-5168
DuVilla & Co / Chris DuVilla cduvilla@duvillaco.com  1400 Peoples Plaza

#104

Newark, DE 19702

  836-2850
Jim Hamilton jimhamilton70@comcast.net 70 S Navaho TRL

Elkton, MD  21921

  897-7095
SC Associates / Sharron Cirillo s.cirillo@scassoc.net 651 N Broad St

#103

Middletown, DE 19709

http://www.scassoc.net/ 454-1100
Unique Business Solutions / Jeanette Waters jeanette_w2001@yahoo.com 26 Airdrie Drive

Bear, DE  19701

  750-0930

 

Each unit should contact the firms/individuals to determine cost and timing of reviews/tax preparation.  Be careful is using the term ‘audit’.  Audit to a CPA means something different than for PTA.  PTA’s are required to have a financial review done using agreed-upon procedures (see file for more details).

Here is details of what is required by National PTA in regards to the audit/financial review.Financial Review Procedures

 

 

 

 

 

 

 

 

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