Services

NON PROFIT PREPARATION & FILING

NON-PROFIT CORPORATION What Is a Nonprofit Corporation? A nonprofit corporation (NPO) is an organization that uses its surplus funds or “profits” to advance a particular purpose. Unlike a for-profit corporation, a nonprofit’s income is not distributed to owners, the board of directors, officers, or shareholders. Nonprofits are involved in many areas and are frequently created as a […]
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BANKRUPTCY PREPARATION & FILING

INFORMATION ON FILING FOR BANKRUPTCY IN PRO PER OR PRO SE: Bankruptcy Document Preparation is a service to provide you with all of the proper documentation necessary to file a bankruptcy at your convenience without attorney representation. Filing without representation is commonly referred to as filing for bankruptcy in Pro Se or Pro Per, meaning […]
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DONOR & FAMILY PHILANTROPY

Philanthropic Consultation Our Donor Relations team can help define or refine short- and long-term giving goals and strategies, identify emerging opportunities for impactful grantmaking, and develop a family giving plan for current and future generations. Nonprofit Research We can provide thorough and unbiased research on charitable causes, evaluation of nonprofits, and site visit opportunities for […]
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PHILANTHROPIC STRATEGY & PROGRAM

Philanthropic Excellence The Roundtable provides resources, tools, and strategic advice to ensure excellence in giving and protect donors’ philanthropic legacy. We support our donors and foundations in all aspects of their giving: from governance and internal operations to crafting a mission and protecting their donor intent. For new and existing foundations, we offer assistance in […]
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SOCIAL JUSTICE & EQUITY LEADERSHIP

Services | Social Justice & Equity Partners for Educational Leadership is committed to helping districts, schools, and teachers meet the needs of all students, a challenge that remains complex and difficult, as school systems and individuals continue to struggle with understanding their own and systemic biases that contribute to inequity and significant achievement gaps. Partners […]
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SOCIAL SERVICES APPLICATION & BENEFITS

We are doing this work proactively and purposefully, with the intent of positive outcomes, and because we need to. In doing so, we are building capacity to support and assist schools, and districts in responding to their educators’ and students’ needs with an increased and intentional focus on matters of bias, social justice, and equity. […]
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SMALL BUSINESS PREPARATION & FILING

Small Business Tax Planning & Preparation Whether you run a sole proprietorship, a partnership or a corporation, planning and preparing for tax season should be an area of year-long focus. Many business owners tend to leave tax preparations until the last minute because it’s not their area of expertise, and it can get pretty confusing. […]
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SMALL BUSINESS & INDIVIDUAL TAX PREPARATION

Tax Services and Tips for Individuals and Small Businesses Tax laws are continually changing, and it’s essential to be aware of all the new regulations, so you file your income taxes correctly and efficiently. By taking advantage of all new tax laws, you can potentially save thousands of dollars on your next tax return. With Georgen […]
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