Private Foundation Services

Private foundations face a unique set of complex tax regulations. Fortunately, Blackman & Sloop’s professionals are diligent in remaining up-to-speed on the compliance issues and potential risks facing private foundations.

We currently serve many private foundations and offer a variety of services, including, but not limited to:

Due diligence reporting
CFO/COO services
Tax compliance
Employee benefit audits
Expense analysis
Grant expenditure analysis
Audits, reviews and compilation reporting
IT system review
Advisory services
Self-dealing regulations and compliance

Request for Proposal

Blackman & Sloop is the brand name under which Blackman & Sloop Advisors, Inc. provides professional services. Blackman & Sloop Advisors, Inc. and Balance & Strategy Advisors, CPA’s LLP practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Balance & Strategy Advisors, CPA’s LLP is a licensed independent CPA firm that provides attest services to its clients. Blackman & Sloop Advisors, Inc. and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and are not liable for the services provided by any other entity providing the services under the Blackman & Sloop brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Balance & Strategy Advisors, CPA’s LLP and Blackman & Sloop Advisors, Inc.