Audit & Tax Management
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Effective audit management and tax management are essential for maintaining a compliant and well-run private foundation. Navigating these complex processes requires precision, attention to detail, and deep knowledge of regulatory standards. Our specialized services simplify audit and tax responsibilities for foundation managers while ensuring CPAs have the accurate, well-organized information they need.
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Accurate and Efficient.
As your trusted intermediary, we ensure clear communication and careful organization between your private foundation and auditors. With streamlined documentation, pre-audit assessments, and strict compliance, we deliver an accurate and efficient audit process, making complex audits smooth and worry-free.
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Taxes, managed.
We work closely with your CPA to ensure a seamless tax return process for your private foundation. By maintaining clear communication, organizing precise documentation, and ensuring full compliance with tax laws, we proactively identify and resolve potential issues. Our expertise ensures a smooth, stress-free tax filing experience from start to finish.
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On-time payments, guaranteed.
We handle your quarterly EFTPS payments, ensuring timely tax submissions so your foundation stays compliant.
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Keeping your vendors compliant.
Managing 1099 filings and W9 tracking for your private foundation is essential, and we make it simple. From thorough documentation and timely W9 updates to accurate 1099 filings, we ensure full compliance with IRS regulations. Rely on us for year-round support, providing peace of mind and smooth financial reporting for your foundation.
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Ready to take your philanthropy to new heights?
Contact us today to schedule a free phone consultation.