Health and Human Service Organizations

As an executive leader, your passion is your mission; however, you likely seek ways to improve efficiencies and continuity in the delivery of your mission. That can be a challenge in a highly regulated industry. With operational costs on the rise and funding on the decline, you need to find a path toward achieving your financial objectives while meeting the increasing demand for full transparency.

For the past six decades, Lumsden McCormick has met the accounting needs of health and human service providers of all sizes. Our assurance, tax, and consulting teams work collaboratively to ensure that you reach your financial targets while remaining in full compliance of regulatory requirements for grant-receiving organizations. Our nonprofit professionals will help advise you in your work with private and public sector partners.

Our services to health and human services organizations include:

Audit and Assurance Services

Audits, reviews, and compilations of financial statements
Accounting systems, policies, and procedures
Consolidated fiscal report (CFR) certifications
Employee benefit plan audits
Forecasts and projections
Internal audits
Operations (efficiency) and internal control audits
Single Audit in accordance with Uniform Guidance and Yellow Book audits
U.S. Department of Housing and Urban Development (HUD) audits

Tax Services

Forms 990 and CHAR500
Federal and state tax audits
Form 1099 series filings
Sales tax reporting and compliance
State and local tax issues
Tax credits and business development incentives
Unrelated Business Income Taxes (UBIT)

Consulting Services

Alternative investments
Bonding and other financing
For-profit subsidiary corporations
Forensic accounting and investigations
Initial formation and exemption applications
Institutional investing
Rate reimbursement

For more information about our accounting and consulting services for health and human services organizations, contact Jill Johnson or complete the form below.

Services Leaders