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.
|Barbacane Thornton & Co / Robert M Barbacanefirstname.lastname@example.org||3411 Silverside Rd
Wilmington, DE 19810
|Breakwater Accounting and Advisory / Kim Dolanemail@example.com||Independence Mall||www.breakwatercorp.com||543-4564|
|Claire Layton, Tax Preparer and Associate / Carl E. Golt, CPAfirstname.lastname@example.org / email@example.com||910 South Chapel Street
Newark, DE 19713
|743-4142 / 540-5168|
|DuVilla & Co / Chris DuVillafirstname.lastname@example.org||1400 Peoples Plaza
Newark, DE 19702
|Jim Hamiltonemail@example.com||70 S Navaho TRL
Elkton, MD 21921
|SC Associates / Sharron Cirillofirstname.lastname@example.org||651 N Broad St
Middletown, DE 19709
|Unique Business Solutions / Jeanette Watersemail@example.com||26 Airdrie Drive
Bear, DE 19701
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