Other Services

Your Trusted Partner, Beyond Advice

Formation Assistance:

Guidance on establishing a charitable organization, including incorporation and drafting bylaws. Assistance with applying for tax-exempt status.

Tax Compliance:

Filing annual tax forms like IRS Form 990 and ensuring compliance with tax regulations are essential. Guidance on unrelated business income (UBIT) and filing Form 990-T helps address taxable income from non-mission activities.

Financial Reporting:

Preparing accurate financial statements, such as balance sheets and income statements, and providing tailored reports meet the needs of donors, grantors, and board members.

Audit Support:

Assistance with audit preparation and liaising with external auditors.

Advisory Services:

Offering strategic financial planning, fundraising guidance, and best practices for accounting policies ensures sustainability and compliance.

Grant Management:

Tracking grant funds and ensuring compliance with donor restrictions and reporting requirements.