GENERAL SERVICE

Audited Financial Statements - We help you determine how new pronouncements change the look – and perhaps use – of your financial statements. We also assist you in training your staff, board members or benefactors about the information presented and how your Association accomplishes its mission. Benefit: See how your Association compares to other organiza tions and how we can be a partner in your success.

Allocating Costs - We’re experienced at developing reasonable allocations of costs that will withstand regulatory scrutiny. Benefit: Avoids questioned costs and loss of exempt status.

OMB Circular A-133 Audits - We determine whether a federal compliance audit is required and are qualified to conduct these audits. Benefit: Assures that you comply with Government Auditing Standards, laws and regulations.

TAX

Qualifying for Tax-Exempt Status – We consult with you on activities that may affect your tax exempt status. Benefit: Helps prevent inadvertent loss of tax exemption.

Unrelated Business Income - We help you interpret these complex regulations and report correctly. Benefit: Structures your programs to reduce the impact of the Unrelated Business Income Tax (UBIT).

Income Withholding & Reporting Tax – Withholding for employees who travel to other states or countries? We help you fulfill requirements. Benefit: Avoids costly penalties and staff time dealing with nonfiled, late or incorrect reports.

Federal and State Form 990 Regulation & Compliance – We assist with preparation of your annual report to IRS and state regulatory agencies. Benefit: Proper and timely reports and filed to sustain your tax-exempt status.

Private and Operating Foundations – We offer full audit, tax and consulting services to foundations. Benefit: Assists with regulatory reporting and planning; helps avoid prohibited transactions.

Systems Design and Evaluation – We review all aspects of your system, to identify processing inefficiencies, control weaknesses, reporting deficiencies and related areas for improvement. Benefits: An effective, efficient system for timely, accurate financial data, optimal use of accounting staff, and improved internal controls and management reports.

Employee Benefits and Administration – We design, implement, document and administer plans; report on them and handle employee communications. Benefit: Assures that your Association’s plans are designed and administered as efficiently as possible.

Strategic Planning – We help your Board and management bring to light and prioritize new ideas and opportunities. Benefit: Results in a proactive and responsive approach to manage change in your Association.

When you and your Association look to a CPA firm, you expect qualified attention to your critical concerns – not only for auditing, but also for tax advice, human resources, systems solutions and strategic planning.

And that’s what you get from Carbis Walker LLP: Proactive service – and know how – in the areas of :

• General Service
• Tax
• Consulting

As your Association’s CPA and consulting firm, we assure you a level of dedication – and a spirit of service – comparable only to your own.