Our Engagement Approach
At Mountain West Advisors, we believe a well-executed engagement starts with thoughtful planning, open communication, and smart technology. Our approach is designed to reduce disruption, build trust, and deliver meaningful results — all while respecting your time and your mission.
Planning with Purpose
We begin every engagement with a thorough planning process that includes risk assessment, testing of internal controls, and conversations with staff, leadership, and board members. This helps us identify potential challenges early and tailor our approach to your organization — making the process as smooth and efficient as possible.
Clear Ongoing Communication
From start to finish, we stay connected. We take the time to understand your internal control environment and provide regular updates throughout the engagement. If we identify issues or areas for improvement, we communicate them promptly and clearly — so there are no surprises.
Thoughtful Use of Technology
We leverage secure, cloud-based, and paperless systems that streamline our work and reduce costs. Our tech-forward approach boosts efficiency, protects your data, and minimizes environmental impact — all while keeping your engagement running smoothly.
Attest Services for Nonprofits
At Mountain West Advisors, we specialize in attest services that help nonprofit organizations demonstrate financial transparency and accountability. Whether you need an audit, review, or compilation, we tailor our approach to match your organization’s needs and compliance requirements.
-
Audits provide the highest level of assurance through an in-depth, independent examination of your financial statements in accordance with GAAP.
-
Reviews offer limited assurance using analytical procedures and inquiries to ensure your financials are free from material misstatement.
-
Compilations present your financial information in a clear, organized format — without verification — ideal for internal use or board reporting.
Our goal is to deliver confidence and clarity, so you can focus on what truly matters: advancing your mission.
Navigating nonprofit tax requirements can be complex — but it doesn’t have to be. At Mountain West Advisors, we provide expert tax services tailored exclusively to tax-exempt organizations, ensuring accurate filings and full compliance with IRS regulations.
-
Public Charity Filings: We prepare and file Form 990, 990-EZ, and 990-N to help your organization maintain its tax-exempt status and provide the transparency stakeholders expect.
-
Private Foundation Filings: Our team handles the specialized reporting required for private foundations through Form 990-PF, ensuring accuracy and timeliness.
-
Unrelated Business Income Tax (UBIT): We help you stay compliant with IRS rules by preparing Form 990-T for any income that falls outside your nonprofit’s exempt purpose.
With deep nonprofit expertise and a mission-first approach, we take the complexity out of compliance — so you can focus on impact, not paperwork.
Tax Services for Nonprofits
Nonprofit Consulting
At Mountain West Advisors, we provide personalized consulting services to help nonprofit organizations navigate the complex world of financial reporting and IRS compliance. Whether you're just getting started or facing new challenges, our team is here to guide you every step of the way.
-
New Nonprofit Start-Up Support: We assist new organizations with the IRS filing process and help ensure a smooth path to achieving tax-exempt status.
-
IRS Issue Resolution: From responding to IRS notices to clarifying filing requirements, we help existing nonprofits address and resolve compliance concerns.
-
Strategic Financial Guidance: We offer expert advice on nonprofit financial reporting, internal controls, and best practices to strengthen your organization’s financial foundation.
Our goal is simple: to be the trusted partner you can count on — so you can focus on your mission with confidence.