Tax and Finance

Forms 990, 990-EZ, 990-PF, 990-T

Charitable Registration and Compliance

Bookkeeping and Financial Statements

Due Diligence and Transaction Review

Tax-Exemption (Forms 1023 & 1024)

IRS and FTB Tax Representation

Organizational Effectiveness

Board Development and Coaching

Endowments, Policies, Grants Management

Grantee Site Visits

Grantee and Partnership Assessments

Family Office Support

Landscape and Risk Analysis