Services

Specialists are one of our many specialties.

With the help of our accounting and auditing specialists, you can rest assured that you have someone who can objectively evaluate and audit your entire financial structure, employee benefits, pension plan, 401k, or your not-for-profit organization. Whatever your auditing needs, we have the right people for the job.

Employee Benefit Plan Audits

As the focus on benefit plans continues to intensify, why leave this task to accountants who only perform a few plan audits a year?

Our benefit team at Stephano Slack has become leaders in this field. Our involvement in the AICPA’s Employee Benefit Plan Audit Quality Center assures you that we are on the leading edge when it comes to compliance and the complexity of your plan. In accordance with our membership, we adhere to strict requirements that stipulate designating a partner responsible for our benefit plan audit practice, establishing and utilizing quality control programs, participating in annual inspection procedures, and making our peer review report findings publicly available.

From initial audits to compliance review consulting, you can be assured that your benefit team at Stephano Slack will guide you through the process with an independent focus.

For additional information please contact Blake Chapman, our benefit plan audit specialist, at .

Exempt Organizations & Not-for-Profit Entities

If you are involved in the tax-exempt sector of the economy, the professional team at Stephano Slack can guide you through the increasingly complex maze of regulations governing the organization with which you work.

Our services for tax-exempt organizations include:

• Securing exempt status
• Securing sales tax exemption
• Federal exempt organization filings and compliance
• Pennsylvania initial and renewable charitable registrations
• Evaluating and reporting lobbying activities
• Evaluating excess benefit transactions
• Unrelated business income
• Intermediate sanctions
• Participation in joint ventures
• Private foundation reporting and compliance
• Strategic planning
• Functional expense methodologies
• Financial reporting and other attest services

Stephano Slack has long realized the social importance of these organizations and maintains the professional skills necessary to provide these valuable services to our clients.

For additional information, please contact Kevin McGinn at .