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Non-Profit Support

Rood & Dinis is proud to have serviced non-profits in the greater Sacramento region for many years. Our long-standing relationships are a testament to our incredible team’s expertise and care working in this sensitive arena.

Your challenges

Prioritizing compliancy.

California-based charitable organizations and trade associations have special compliance requirements that must be handled tactfully.

01

Finding an affordable option.

We offer competitive rates to help you make the most of your resources, so you can focus on enacting change.

02

Dedicating time.

Operating a non-profit organization leaves little time for worrying about compliance, your tax-exempt status, or financial operations.

03

Tailored support

Effective planning and optimized processes are key to overcoming your challenges. Our experienced tax professionals provide a service tailored to your unique mission, board, and activities.

With you, all the way

Our team will make sure your compliance journey with Rood & Dinis is enjoyable, unique, and straightforward.

We are on hand to offer in-depth advisory support, including guidance on financial language, regulations, and best practices.

A range of helpful services

Our clients organized under code sections 501c3, 501c5, and 501c6 undergo annual audits, reviews, and income tax preparation. We support with:

  • Income tax compliance
  • Assurance – Audits, Reviews, Agreed-Upon Procedures
  • Accounting assistance
  • Federal and state tax returns
  • State registration maintenance
  • Unrelated business income tax (UBI)

Trusted by the best

501c3
501c5
501c6

Service area map

30

years experience

1,000

lifetime clients

60

currently serviced NPO’s

We offer trust, effectiveness, and experience gained through many years of tax work and accounting. In that time, we’ve grown from past experiences and honed our skills.

Today, we offer a wide range of services that reflect our team’s expansive skill set and knowledge. While any decent CPA will provide similar services, one of our core philosophies is that we always ensure our clients are happy. That means showing our human side and becoming your go-to trusted financial partner.

Real people with life-changing results

The Sacramento District Dental Society and its Foundation whole-heartedly endorse and recommend Rood & Associates for their CPA/Accounting services! They have been our CPA firm since 1993, having been hired to ‘fix a sticky situation.’ They worked with the IRS to argue and abate penalties for late filing of income returns and recommended and rectified procedures and policies to move us forward. Rood & Associates has our best interests in view, provides advice and suggestions for best practices and continues to serve us well.

Cathy LeveringExecutive Director, Sacramento District Dental Society & Foundation

I have worked with Rood & Associates for 21 years and can highly recommend their services as they have an excellent understanding of non-profit reporting, compliance, and business issues and because they communicate complicated concepts in simple terms I can understand. I am confident they understand both the big picture view and the small details of the non-profit organizations I represent.

Carolee WilliamsBusiness Manager, California Association of Winegreape Growers

Get in Touch

If you’re ready to set up an appointment or want to enquire about our services, you’re in the right place. Our phone line and email inbox are open. Call or email us to connect with our expert team