RFP: Audit and Tax Preparation Services

Montana Nonprofit Association (MNA), a Helena-based 501(c)(3) organization, is seeking proposals from qualified CPA firms to provide financial audit and tax preparation services for the fiscal year ending December 31, 2026, with an anticipated three-year engagement.

Proposal Deadline: November 27, 2026, at 5:00 p.m.

Scope of Services

The selected firm will be responsible for:

• Conducting an annual financial audit in accordance with Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS).
• Preparing financial statements, footnotes and supplemental schedules.
• Preparing and filing IRS Form 990, including any necessary extensions.
• Presenting audit findings and recommendations to MNA leadership, the Finance Committee and Board of Directors.

About the Organization

MNA serves approximately 810 nonprofit members and 110 affiliate members statewide. The organization has nine employees, annual revenues of approximately $1.4–$1.5 million, and a December 31 fiscal year-end.

Additional organizational information, including previous audits, Form 990 filings and annual reports, is available at https://mtnonprofit.org/request-for-proposals-audit-services/.

Proposal Requirements

Interested firms must be licensed to practice in Montana and demonstrate relevant nonprofit auditing and tax experience.

Proposals should include firm qualifications, assigned staff experience, nonprofit client references, the most recent peer review report, proposed audit approach and estimated hours.

A firm, all-inclusive price is required for each year of the proposed three-year engagement, with separate pricing for audit services, financial statement preparation and Form 990 preparation. Proposals containing only estimated pricing will not be considered.

Important Dates

• Proposal deadline: November 27, 2026, by 5:00 p.m.
• Anticipated firm selection: December 11, 2026
• Draft audit report due: April 15, 2027
• Final audit report due: May 1, 2027
• IRS Form 990 filing deadline: May 15, 2027, unless extended

Submission and Contact Information

Proposals must be submitted by email with the subject line “Audit Services Request for Proposal.” Late proposals will not be considered.

For submission details, the complete RFP requirements or additional information, use the button below or contact Barbara Krizek, Accounting & Grants Systems Manager.

MNA reserves the right to reject any or all proposals, negotiate terms and request additional information or presentations from prospective firms.