We offer a collection of resources specifically for non-profit organizations,
brought to you by the firm of Heveron & Company CPAs, PLLC.
You can browse our quarterly newsletters, policy samples, and a large
assortment of links to the best Internet resources we have found for
non-profit organizations.
Welcome to NFPNet.org
Dedicated to non-profit organizations
We offer, a collection of resources specifically for non-profit organizations, brought to you by the firm of Heveron & Company CPAs, PLLC. You can browse our quarterly newsletters here, policy samples, and a large assortment of links to the best Internet resources we have found for non-profit organizations.
Newsletters
News
HEVERON & COMPANY CPAs CELEBRATES 50 YEAR MILESTONE
/in News, Newsletters/by jheveron
See the full PDF HERE
Heveron & Company CPAs opened their doors in early 1972. The three current partners include: Stephanie L.
Annunziata, CPA; Michael D. Desmond, CPA; and Jeanne Beutner CPA, and the leadership team includes Brenda Smith, CPA, Dan O’Dea, CPA , Kimberly Emilo, CPA, and the semi-retired John Heveron Jr CPA. The firm boasts a current staff of 22.
Serving hundreds of clients throughout Upstate, NY the firm is a certified women-owned business and New York State Department of Education licensed provider of continuing education for CPAs. They are also members of the New York State Society of CPAs, and the AICPA itself as well as its Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center.
Based in the Corn Hill neighborhood of Rochester, Heveron & Company CPAs is dedicated to helping clients not only achieve their goals, but also to avoid pitfalls by providing guidance and assistance with compliance, proper policies and controls, and with a variety of services including preparation of annual filings, personal and business taxes, audits, compliance audits, reviews and compilations.
The firm works with individuals and small businesses as well as non-profits and affordable housing/real estate companies. Their extensive experience with non-profits, in particular, positions them as leaders in this segment who develop and present regular training programs, and help the nonprofit community with training, newsletters, and other resources.
“We are proud of this long history accompanied by continuous innovation and client focus,” said John Heveron Jr. Stephanie Annunziata added, “We will build on this strong heritage as we adopt new technologies, adapt to
changing times, and identify additional ways to serve our clients with care, competence, and common sense.”
We are uniquely committed to the nonprofit industry!
We understand the impact that increased regulations and oversight, shifts in funding sources, increased audit requirements, and volatile investment markets have on you. We do proportionally more auditing than any other firm in INPACT Americas (a nationwide association of CPA firms we belong to); most of that work is for nonprofits. We produce a regular newsletter for nonprofits.
We train in and on the nonprofit industry.
We are a New York State Department of Education certified provider of CPA continuing education. The majority of our continuing education is nonprofit-related; we have served as authors and trainers for organizations like the Foundation for Accounting Education, the United Way of Greater Rochester, the National Center for Independent Living, the National Urban League, NYS Literacy Volunteers, NYS Community Action Association, and others
We would be a resource for your “tax” and accounting questions. We receive daily Internet updates on tax changes and proposed legislation for the nonprofit sector. We communicate important information to you all year, and will answer your questions promptly.
Some of our key services to nonprofits include:
- annual audits, and compliance audits in conformity with governmental auditing standards and with OMB A-133,
- audits of retirement plans and of consolidated fiscal reports, and agreed-upon procedures audits,
- preparation of annual filings including forms 990, New York State form CHAR500, and form 5500,
- preparation of initial registrations including the federal application for exemption, federal indirect cost rate applications, registrations with the Charities Bureau and for New York State Sales Tax exemption, and registration in other states,
- affordable housing services. We perform more than 65 audits of affordable housing limited partnerships each year. We prepare a benchmarking report based on those audits, which allows you to compare your results to a compilation of properties in the same geographic area. We also perform cost certifications, 10% credit carryover allocation engagements, and tax and financial planning for affordable housing, and
- board consulting and education. We will provide general training in board responsibilities for fiscal matters, or specific programs you require.

Contact Us
Heveron & Company CPAs, PLLC
260 Plymouth Avenue South
Rochester, NY 14608
Telephone: (585) 232-2956
Fax: (585) 423-0599
Email: mail@heveroncpa.com
Winter 2022-2023 Newsletter
/in News, Newsletters/by jheveronFall 2022 Newsletter
/in News, Newsletters/by jheveronHEVERON & COMPANY CPAs CELEBRATES 50 YEAR MILESTONE
/in News, Newsletters/by jheveronSee the full PDF HERE
Heveron & Company CPAs opened their doors in early 1972. The three current partners include: Stephanie L.
Annunziata, CPA; Michael D. Desmond, CPA; and Jeanne Beutner CPA, and the leadership team includes Brenda Smith, CPA, Dan O’Dea, CPA , Kimberly Emilo, CPA, and the semi-retired John Heveron Jr CPA. The firm boasts a current staff of 22.
Serving hundreds of clients throughout Upstate, NY the firm is a certified women-owned business and New York State Department of Education licensed provider of continuing education for CPAs. They are also members of the New York State Society of CPAs, and the AICPA itself as well as its Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center.
Based in the Corn Hill neighborhood of Rochester, Heveron & Company CPAs is dedicated to helping clients not only achieve their goals, but also to avoid pitfalls by providing guidance and assistance with compliance, proper policies and controls, and with a variety of services including preparation of annual filings, personal and business taxes, audits, compliance audits, reviews and compilations.
The firm works with individuals and small businesses as well as non-profits and affordable housing/real estate companies. Their extensive experience with non-profits, in particular, positions them as leaders in this segment who develop and present regular training programs, and help the nonprofit community with training, newsletters, and other resources.
“We are proud of this long history accompanied by continuous innovation and client focus,” said John Heveron Jr. Stephanie Annunziata added, “We will build on this strong heritage as we adopt new technologies, adapt to
changing times, and identify additional ways to serve our clients with care, competence, and common sense.”