As auditors, consultants and advisors to the public sector, Craig, Fitzsimmons & Meyer, LLP has earned a global reputation as a leader in Audit, Accounting, Tax, and Management Advisory Services for the public sector. Our clientele ranges from small businesses and local governments to religious organizations , Papal entities, educational institutions, social service and welfare organizations.
Investment and Financial Planning for the future is essential to the not-for-profit organization and local governments. Our investment and financial plans range from:
Budgeting and monitoring operations are also a vital management skill. In addition to assisting with budgetary planning and implementation of budget systems, we help develop investment advisory committees to monitor performance and communicate with the board of directors or Provincial Council.
CFM is knowledgeable of and understands the filing requirements of the Internal Revenue Service regarding Form 990, the IRS’ application for exemption Forms 1023 and 1024, and the filing requirements of state and local agencies. We are familiar with the rules and regulations governing the solicitation of charitable gift annuities and can help you with these filings, including the registration and reporting requirements when a NPO runs a “game of chance”.