We understand the dynamics of a Not-for-profit and the struggles to achieve and support your mission. Through many years of experience we have gathered the expertise and talent you want on your team, such as:
- Experienced with "Board Member Independence"
- Helpful with "Disqualified Persons" as defined in IRS 4946
- Trained in the effects of political activities & lobbying for Not-for-Profits
- Experience with Unrelated Business Income (UBI)
- Significant experience with employment taxes because every employer is a potential target
- Experience with failures to qualify as a public charity
- Aware of transactions with related organizations/entities
Our firm's quality control system will identify potential conflicts and confirm our independence in conjunction with your services because:
- We annually review all tax engagements for conflicts of interest and independence
- Successfully passed all peer reviews and systems reviews including the implementation of AICPA Statement of Quality Control Standards #8
- Significant experience with AICPA Code of Professional Conduct Rule 101 since our firm is Yellow Book qualified
- Our firm's size gives us the ability to actively manage potential conflicts before they happen
- We conduct internal "Self Review Threats" on our client list for potential conflicts of interest and independence impairment
- We use tax engagement letters to better protect our clients and reinforce our services and engagement understanding
- Experience with legal and regulatory requirements required under Sarbanes-Oxley Act of 2002
- Knowledge with privacy rules and requirements of the Health Insurance Portability and Accountability Act (HIPAA)
