For Higher Education institutions, specialized tax and audit expertise is essential. We have developed a team of professionals experienced in the general accounting and consulting needs of colleges and universities, as well as specific areas including tax issues and A-133 audits.
We offer comprehensive tax services for higher education institutions and our tax professionals prepare your return with the intricacies of your situation in mind.
We’re also prepared to help you with specialized issues of tax planning, such as:
- Handling mergers and acquisitions
- Analyzing executive compensation, benefit plans and employee benefits
- Audit representation before federal, state and local agencies for inquiries, audits and offers-in-compromise
We offer audit procedures customized to your needs, as we’re always striving to search for ways to improve your efficiency and profitability.
Strategic Business Planning
In today’s business environment, there are many options for how to manage routine operations like bank reconciliation and bookkeeping. We can lend our expertise to these areas, as well as many others, with cost-effective business accounting solutions.
Employee Benefit Plan Audits
The federal regulations surrounding employee benefit plans change constantly, but fiduciary responsibility remains a serious matter. We help education institutions remain compliant and eliminate inefficiencies with Employee Benefit Plan Audits. While these audits are mandatory, your institution will benefit from the insight and peace of mind they yield. The Whitlock Company offers efficiently conducted Employee Benefit Plan Audits designed to keep your organization compliant and streamline internal procedures.