Please find following some of the other areas where we have provided consultation to our exempt organization clients:

  • Applying for an Organizational Clearance Certificate in California so an organization can qualify for the California Welfare Exemption to be exempt from the payment of property taxes in California.
  • Preparing memoranda regarding the legality of conducting a charitable raffle within California and other states.
  • Conducting agreed upon procedures to ensure the accuracy and validity of a vote conducted by our exempt organization client.
  • Providing guidance regarding the proper payroll tax reporting for pastors at a church.
  • Undertaking forensic accounting procedures for an association client that thought that there may have been a misappropriation of funds.
  • Facilitating retreats for some of our exempt organization clients.
  • Providing benchmarking analysis for some of pursuant exempt organization clients.