Preparatory School Auditing

Rising costs, threats to data security and decreasing enrollment are just a few of the concerns many higher education institutions are facing today. That is why it’s important for professional services providers to add value to every engagement. While ever-changing regulations challenge even the best organizations, today’s preparatory schools require sound, professional advice to help them manage and mitigate risks and keep management up-to-date on various trends and practices to help avoid penalties, maintain tax-exempt status and assure credibility with stakeholders.

Audit & Assurance

    • Audits, Reviews & Compilations of Financial Statements
    • Financial & Compliance Audits
    • Audits of Financial Statements of Employee Benefit Plans
    • Attestation Services Including Service Auditor Reports (SSAE 16)
    • Financial Reporting Assistance
    • Financial Forecasts & Projections

Tax Planning & Compliance

  • Preparation of IRS Forms 990 &990T
  • Federal, State & Local Tax Planning & Compliance
  • Unrelated Business Income Tax Planning
  • Tax Incentives
  • IRS Resolution
  • Charitable Registration Preparation

    Advisory Services

    • Enterprise Risk Management
    • Internal Controls
    • Governance, Assurance & Compliance
    • Financing Assistance
    • Cost Assignments & Allocations
    • Business & Financing Plans
    • Resource Solutions
    • Forensic Examinations & Investigations
    • Review & Development of Fraud Policies & Procedures