We view ourselves as more than just accountants. We aim to build a collaborative partnership with your foundation, working together to achieve your goals and maximize your impact. Our success is measured by your foundation's success in carrying out its charitable mission.
Navigating the complex rules and regulations of private foundations can be overwhelming. We provide year-round coaching and consultations, guiding you through the intricacies of compliance and sharing valuable insights to simplify the process. With our expertise, you can minimize errors, avoid regulatory pitfalls, and ensure smooth operations.
Our services extend beyond tax preparation. We offer consultations and advice to help you efficiently run your foundation. Drawing on our deep understanding of the unique challenges faced by private foundations, we proactively monitor your operations to ensure compliance with IRS regulations. If any issues arise, we promptly alert you and provide guidance to resolve them.
We believe in fostering open communication and eliminating barriers. Unlike strict billable hour models, we offer a flat annual investment for our private foundation tax service package. This approach encourages you to reach out to us with questions and concerns without worrying about additional charges.
We understand the importance of safeguarding your information. We take diligent measures to maintain the privacy and security of your data. When preparing your tax returns, we limit personal information to protect your privacy, reducing the risk of sensitive details being exposed. By reducing the disclosure of personal details such as home addresses, phone numbers, and email addresses, we add an extra layer of protection to your privacy.
As specialists in private foundation tax services, we stay up-to-date with the latest tax benefits available to private foundations. We provide guidance on maximizing tax benefits for you and your family, ensuring you take full advantage of eligible deductions and exemptions. Additionally, we work to minimize your foundation's tax burden by properly classifying tax deductions and expenses, reducing the impact of the private foundation investment income excise tax.