Business Details
35 Years
experience
Trusted Accountants for Nonprofit Organizations
Jacobson Jarvis has been a trusted accounting partner for nonprofit organizations since 1991. Our firm specializes exclusively in serving the financial needs of nonprofits, offering tailored audit, tax, and consulting services designed to help these organizations thrive. With over three decades of experience, we combine deep sector expertise with personalized service to deliver actionable insights and strategic guidance. Our team of certified professionals understands the unique challenges nonprofits face, from compliance with complex tax regulations to optimizing financial operations. We prioritize year-round communication and accessibility, ensuring clients receive timely support whenever needed. Our commitment to the nonprofit community extends beyond technical expertisewe actively participate in industry committees and provide educational resources to empower organizational leaders.Headquartered in Seattle with a satellite office in Southern California, we serve clients across the West Coast, including 501(c)3 organizations, foundations, educational institutions, and social service agencies. Our low staff turnover and high client retention rates reflect our dedication to building long-term relationships grounded in trust and mutual respect. By focusing 100% of our practice on nonprofits, we deliver specialized solutions that address the sectors evolving demands while maintaining the highest standards of quality and integrity.
Services
Audits
Tax Services
Consulting
Training
Financial Health Checkup
Details
- Year established: 1991
Highlights and features
- We focus exclusively on nonprofit accounting, with over 30 years of specialized experience.
- Our team includes CPAs with deep expertise in nonprofit tax regulations and compliance.
- We provide year-round support and personalized service tailored to each clients unique needs.
- Our low staff turnover ensures consistent, reliable relationships with clients.
- We offer cost-effective solutions designed for nonprofits budget constraints.
Associations and certifications
- American Institute of CPAs Government Audit Quality Center
What people say
Nonprofit audit expertise
Responsive communication
Cost-effective services
Knowledgeable team
Personalized support
Services
Nonprofit Audits
Our nonprofit audit team delivers comprehensive financial examinations tailored to the unique needs of charitable organizations. With over 30 years of experience, we provide insights that enhance operational efficiency and compliance. Our process includes year-round support, ensuring clients receive actionable recommendations beyond the audit report.
Tax Compliance
We specialize in nonprofit tax filings, including Forms 990, 990-EZ, and 990-PF. Our experts navigate complex tax codes to ensure compliance while minimizing liabilities. Clients benefit from in-house tools that reduce costs and regular updates on regulatory changes affecting the sector.
Financial Consulting
Our consulting services focus on improving financial operations through internal controls, budgeting, and strategic planning. We offer customized solutions like financial health checkups to identify risks and opportunities, helping nonprofits strengthen their financial foundation and achieve long-term sustainability.
Board Training
We provide interactive training for nonprofit boards, including programs like Finance Unlocked for Nonprofits (FUN) and Boards in Gear (BIG). These sessions equip leaders with financial literacy and governance skills to make informed decisions and drive organizational success.
QuickBooks Setup
Our team specializes in configuring QuickBooks for nonprofit needs, including grant tracking, restricted donations, and functional expense reporting. We ensure systems align with compliance requirements while streamlining financial processes to improve accuracy and efficiency.
People
Matt Cyr
Partner
Matt Cyr is a CPA and Partner at Jacobson Jarvis, specializing in nonprofit audits. With extensive experience, he leads audit teams to deliver compliance solutions and strategic insights for organizations across the Puget Sound region.
Howard Donkin
Partner
Howard Donkin is a CPA and Partner focusing on nonprofit tax services. He brings expertise in tax compliance and regulatory matters, actively contributing to industry committees and providing training to nonprofit leaders.
Erin Welch
Audit Principal
Erin Welch, a CPA and Audit Principal, specializes in nonprofit consulting and training. She helps organizations strengthen financial controls and improve accounting practices through personalized guidance and educational programs.
Julleen Snyder
Partner
Julleen Snyder is a Partner and senior leader at Jacobson Jarvis. She provides consulting services and training for nonprofits, focusing on financial health assessments and board education to enhance organizational effectiveness.
Jacob Dehne
Tax Manager
Jacob Dehne serves as Tax Manager, assisting nonprofits with tax compliance and reporting. His expertise includes Form 990 filings and advising on tax-exempt status requirements for organizations of all sizes.
Questions
What services does Jacobson Jarvis specialize in?
We specialize in audit, tax, and consulting services exclusively for nonprofit organizations, including financial health checkups, QuickBooks setup, and board training programs.
How long has Jacobson Jarvis served nonprofits?
We have focused on nonprofit accounting since 1991, providing over 30 years of specialized expertise to organizations across the West Coast.
Do you work with nonprofits outside the Puget Sound region?
Yes, while headquartered in Seattle, we serve clients throughout the West Coast and Southern California.
How do you support nonprofit board members?
We offer training programs like Finance Unlocked for Nonprofits (FUN) and customized workshops to improve financial literacy and governance practices.
What sets Jacobson Jarvis apart from other accounting firms?
Our exclusive focus on nonprofits ensures deep sector knowledge, combined with personalized service and cost-effective solutions tailored to nonprofit needs.
