Educational Institution CPA & Advisory Firm

Education

Our professionals bring a deeper, tailored level of expertise to educational institutions.

Educational institutions are facing more and more complex financial issues, from the development of supplemental revenue streams to ever-changing regulatory controls and government funding changes.
Warren Averett is committed to meeting the needs of educational institutions. Whether it’s working with management or Board of Trustees members, our dedicated accounting professionals will assist you in navigating issues related to financial reporting, tax-exempt status and grant compliance.

By working with your institution, Warren Averett will find ways to help save you money, stay in compliance and plan for your future.

Audit and Attest Services

Financial statement audits
Single audits
Foundation audits
Audits of employee benefit plans
Attest engagements, such as NCAA or Department of Education agreed upon procedures

Tax Services

Application for exempt status
Forms 990, 990-T, 5500 preparation
Preparation of state filings
Representation before the Internal Revenue
Service/state agencies
Planning and consulting in relation to:
- Unrelated business activities
- Debt-financed income
- Private inurement
- Excess benefit transactions
- Special event/fundraiser reporting