AUDIT & TAX MANAGEMENT
Stay on course.
Managing audit and tax processes for private foundations is like navigating a complex financial maze. It demands meticulous attention and a deep understanding of compliance standards for private foundations. Our Audit & Tax Management services are designed to make these processes as easy as possible for the foundation managers while ensuring the CPAs receive everything they need to do their jobs to the highest possible standard.
AUDIT & TAX MANAGEMENT SERVICES
AUDIT MANAGEMENT
Streamlining your Audits.
As your trusted intermediary, we ensure seamless communication and meticulous organization between auditors and your private foundation. By streamlining documentation, conducting pre-audit assessments, and ensuring compliance, we guarantee a smooth, accurate audit process. Our expertise transforms complex audits into efficient, worry-free experiences.
QUARTERLY TAX PAYMENTS
On-time payments, guaranteed.
We manage your quarterly EFTPS payments, guaranteeing timely tax payments to ensure your foundation meets its tax obligations with precision and ease. Trust us to handle the details, so you can focus on advancing your foundation's mission.
TAX RETURNS MANAGEMENT
Taxes, managed.
We work with your CPA to ensure a smooth tax return process for your private foundation. By facilitating clear communication, organizing accurate documentation, and ensuring compliance with tax laws, we proactively address potential issues and provide continuous support. Our expertise guarantees an efficient, worry-free tax filing experience.
1099s
Keeping your vendors compliant.
Navigating the complexities of 1099 filings and W9 tracking for your private foundation is crucial, and we excel at simplifying this process. From meticulous documentation and timely W9 updates to accurate 1099 filings, we ensure compliance with IRS regulations. Count on us for year-round support, delivering peace of mind and smooth operations for your foundation's financial reporting needs.