You can be assured that accurate & complete returns will be prepared for your Private Foundation.
The Form 990-PF, Return of a Private Foundation, can be a complex return for some practitioners to complete properly, with its thirteen page base form, multiple interrelated sections, required disclosures and necessary attachments. As an example, some sections of the 990-PF must be prepared out of numerical sequence, in order to calculate other sections properly. Often Foundation returns are prepared incorrectly or incompletely. Some practitioners do not understand the complexities of the return, are not familiar with the rules and/or the instructions, and rely completely on inadequate software.
Our Private Foundation clients are supported through outstanding service, reasonable fees, communication, and excellent tax preparation. You can be assured that accurate & complete returns will be prepared for your Private Foundation.