Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Miscellaneous

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Nonprofit Consulting & Tax Services

Nonprofits are well known as organizations that accomplish great good if they can weather the minefield of compliance requirements and technical matters. At Stanislawski & Harrison we know where the mines are buried. For more than two decades the CPAs at Stanislawski & Harrison have specialized in helping nonprofit organizations meet their purposes and missions and exceed their objectives. We do it through proactive consulting and ongoing guidance. We apply financial expertise that's borne of experience in the nonprofit sector and we adopt as our own the visions and goals of each client organization. When you appoint Stanislawski & Harrison as your consultant you're bringing on board seasoned professionals who can help you identify opportunities. Prevent missteps. Operate cost-efficiently. And negotiate the tricky maze of accounting and tax regulations that can confound even the most experienced management teams. Stanislawski & Harrison has been where you're trying to go. We can help you: Determine and apply for nonprofit status Develop the organization's mission and business plan Design internal information systems and budgets Basement and design of internal controls Prepare nonprofit tax returns Identify areas of tax exposure, such as unrelated business income and public support Consult on fundraising rules and lobbying restrictions Assist with grant applications Endowment tracking and spending Restricted gift analysis Evaluation of executive salaries and deferred compensation Outsource accounting functions, such as receivables and payables Assist in recruitment of personnel Strategize the relationships of organization structure and affiliates Ratio analysis/benchmarking Through it all we will consistently lead you in the right direction. Help you maintain an organization of quality and integrity. And guide you out of the minefield, one step at a time.

REAL LIFE SOLUTIONS Looking For A Partner Who's Not Afraid of Commitment? Sure, we believe in accuracy and dependability. In fact, Stanislawski & Harrison may be the best there is at doing things right the first time, every time. Yet it doesn't stop there, because we also do the right things. We assign the right person for each assignment, so you're getting the appropriate expertise at the best possible value. We maintain partner-level involvement in your affairs so you're guaranteed a continuity of excellence. And, always, we're thinking outside the box...looking beyond the immediate task, to do the right thing for your long-term financial health. For example, with one new client we observed that by restructuring certain religious entities and their affiliates, and dissolving others, we could reduce their overall tax compliance burden, freeing up resources to benefit their mission. In another instance, we suggested alternative accounting treatment and financial reporting presentations to address donor concerns and enhance fundraising. Overall, we take care of our clients and endeavor to give them answers, the right answers, before they ask the questions. At Stanislawski & Harrison, doing the right thing is standard operating procedure. And that's a good thing for your organization.

Serving Nonprofit Organizations

Stanislawski & Harrison: Providing the Service You Expect to Receive

Our experience demonstrates that most successful organizations have established goals and long-range plans. As a firm of knowledgeable CPAs and business advisors, we can help you meet your goals and reach your objectives. We are experienced, have good references and, most of all, know what it takes to provide the service you expect to receive.

Our approach to client service combines the high quality and specialization typically expected from "Big Five" firms, with the personal attention, staff continuity and reasonable fees expected from local CPA firms. We have found this to be a successful formula in serving nonprofit organizations.

Knowledge and Experience

Our accounting and auditing engagements go far beyond the issuance of financial statements, auditors' report and the management letter. Our in-depth knowledge of nonprofit organizations provides us with extraordinary perspective regarding their operation, management and control. This knowledge has come from our extensive experiences from years of working with finance committees, business managers, executive directors and development directors, assisting them in problem solving and in carrying out the duties of their positions. We always seek to fulfill our maximum role as valued members of the management team.

Partner Involvement

Our engagements feature partner-level attention in the planning and fieldwork stages, not just at the commencement and completion of a job. This results in more efficient service, improved communication and problem solving, and a high degree of continuity and familiarity that most firms do not provide.

Serving Each Organization’s Special Needs

Each nonprofit organization has its own unique approach toward balancing the interactive elements of management and operating style. On every nonprofit engagement, we seek to address the interests of all the components of an organization’s management: finance committees, trustees, executive directors, business managers and development directors.

Finance Committee, Trustees and Executive Directors

We always try to view our engagements from the perspective of each organization’s top management: its finance committee, trustees and executive directors. In that regard, we focus on the issues important to them:

• Quality accounting and auditing

• Meaningful and relevant management letter

• Strict confidentiality

• Internal controls and safeguarding of assets

• Management information systems and budgeting

• Evaluation of operating staff

• Other items necessary to meeting fiduciary responsibilities

Business Managers

A financial audit or review can be an unsettling experience for a business manager, even under the best of circumstances. We strive to make each engagement a positive experience for the business manager and his or her staff. Aside from the primary goal of issuing year-end financial statements and management letter on a timely and cost-efficient basis, we seek to increase the overall effectiveness of the business office by providing practical and relevant advice on a broad range of business topics. We not only help the business managers understand their mission and how other business managers are dealing with day-to-day problems, but we help them reconcile their performance with the expectations of their finance committees. Overall, we help each organization’s business office staff develop their expertise in a variety of ways:

• Accounting, internal and external financial reporting and budgeting

• Segregation of duties to obtain maximum, cost-effective internal controls

• Answers to questions regarding taxation and compliance: payroll taxes, sales taxes, government reporting and informational returns

• Employee benefit plans: retirement plans, fringe benefit plans and deferred compensation agreements

• Computer software and accounting systems

Development Directors

While we are not fund-raising consultants, we are uniquely qualified to provide valuable information and services to development activities as a side benefit to our clients. Some areas in which we have assisted development personnel include:

• Compliance with the myriad of government rules and regulations, and in information reporting requirements, surrounding charitable contributions

• Coordination of internal controls and tax requirements with auxiliary associations

• Obtaining foundation grants

Corporate & Partnership Tax Services

When you’re pushing your limits trying to run the business, the last thing you want to worry about is taxes. It takes time. It saps your patience. And it drains your bottom line. Let Stanislawski & Harrison ease your workload. Sure, we’ll take care of your entity tax returns. But that’s just the beginning. Here you’ll find professionals who will review contracts, legal documents and investment options to provide you short and long-term financial guidance. Provide tax projections and consulting when you’re contemplating an acquisition or other financial transaction. Help you set up your medical benefits and pension plans. Represent you with the IRS for a truly hassle-free audit. And all the while help you minimize your tax burden and maximize your profits. Your situation is unique. Your needs will change over time. So Stanislawski & Harrison will work with you to select just the services you need, when you need them. You can rely on Stanislawski & Harrison to: Prepare annual tax returns Compute and prepare business tax, sales tax, payroll tax and property tax statements Project and update quarterly estimated tax payments Handle correspondence with the IRS, and provide representation during audits Review books monthly or quarterly to optimize future financial results Prepare tax projections for financial transactions and at year-end Assist in reviewing and managing pension plans, medical benefit plans and employee benefit plans Provide financial records to banks for loans, lines of credit, etc. Set up new business entities Evaluate investment returns Provide a productive link to reputable bankers, stockbrokers and attorneys Why turn over your Business Group's tax work to Stanislawski & Harrison? So you can make better business decisions. Feel more confident in your company’s financial future. And get a better night’s sleep.

REAL LIFE SOLUTIONS We Stay in School So You Don't Have To When it comes to your organization’s finances, you need knowledgeable, experienced professionals on your side. Professionals who are up-to-date on current regulations and know how to help you plan for the rules that are yet to be written. Now add a dose of creativity and you’ve got the experts at Stanislawski & Harrison. For example, the CEO, founder and sole shareholder of a sprawling food service company asked Stanislawski & Harrison to help him realize more after-tax dollars. The solution? Re-classify his annual salary as a distribution of capital to save over $30,000 annually in payroll and income taxes. The corporation’s tax problem was solved, the CEO’s personal income taxes were reduced, and benefits from Social Security became available. At Stanislawski & Harrison, we make it our business to know how the tax law works and how to make it work for you.

Business & Executive Management

When you entrust your affairs to a business manager you’re putting everything on the line. Your finances. Your future. Your faith in the person who will soon know you almost as well as you know yourself. That’s why you need a CPA to serve as your business manager. A professional who is bound by a code of ethics. An expert in both business and professional finances who can safeguard your current holdings while helping you invest for the future. A specialist like the CPAs at Stanislawski & Harrison. At Stanislawski & Harrison you are the top priority. Whether you are a high level executive or an entertainer, you can depend on your Stanislawski & Harrison business manager to handle everything from complex financial transactions to mundane matters like receiving and processing your mail. And because we have your best interests at heart, you’ll pay only a fair hourly rate for services rendered, not a percentage of your income. Best of all, you can depend on Stanislawski & Harrison to help you manage your business affairs with integrity. With unsurpassed professionalism. With the skill that comes only from experience. And in a trustworthy fashion that allows you to confidently leave the details to us while you concentrate on your career and your life. While every business management arrangement is unique, many rely on Stanislawski & Harrison to: Process daily cash receipts, deposits and payables Receive and process all mail and shipments Review contracts Complete paperwork Set up production and related businesses Process payroll for household and business staff Sell and purchase real estate and major merchandise Handle vendor disputes Set up and handle insurance reviews Review pension programs Take a look around. Consider how much better life could be with a knowledgeable CPA as your business manager. Then turn to Stanislawski & Harrison, the best in business when it comes to business management.

REAL LIFE SOLUTIONS We Do Our Best Work in the Background At Stanislawski & Harrison, we know there’s only so much room in the spotlight. So we make it a point to stay out of it. We work quietly behind the scenes. We guard our clients’ confidentiality as if it were our own. Instead of trying to make a name for ourselves, we concentrate on helping you profit fully from yours. For example, for decades we’ve been managing the business affairs of many high level executives and entertainers. In those years we’ve helped our clients set up and support organizations for expansion and diversification, while handling all of the daily business management responsibilities. As a result, our client’s income today is more diversified, and therefore far more secure, than it was ove a decade ago. That’s the benefit of choosing a CPA business manager from Stanislawski & Harrison—an unbeatable combination of financial expertise and personal integrity.

Attestation Services

You may think that every audit is the same, and every auditor just as qualified as the next. They review the receivables. Verify the payables. Count the inventory. Assure you that your books are up to snuff. If this has been your experience, you haven't yet experienced a Stanislawski & Harrison audit. Because audits from Stanislawski & Harrison are more than a financial check-up...they're a proactive management tool to help you improve your operation. While we are reviewing, counting and verifying, we're doing a whole lot more: evaluating your internal controls; assessing your information process; and analyzing cash and asset management. And we do it with an efficiency that gets our seasoned team in and out of your workplace in a fraction of the time you may be accustomed to. We carry into every audit decades of auditing experience, a well-rounded knowledge of your industry, and a healthy dose of skepticism. Then you carry away more than just a passing or failing grade – you get a detailed, informative management letter which helps you decide where to go from here. Your Stanislawski & Harrison auditor will tell you where your internal controls are weak. How you can reduce business risks. What you can do to improve your billing cycle. How you can overcome shortcomings in your operation. And we'll keep on consulting with you throughout the year. In the end, your board members or owners will know how the organization is performing from the inside out. They'll be able to make better business decisions. And they'll learn how to improve organizational results in the short- and long-term. Stanislawski & Harrison performs insightful auditing and review engagements for nonprofit organizations and small- to middle-market businesses. We have extensive experience working with: Independent schools and colleges Youth organizations Private and fundraising foundations Arts and cultural organizations Health and welfare organizations Religious organizations and churches Trade organizations Investment companies Real estate developers, construction contractors Agricultural alliances Manufacturers and distributors Employee benefit plans If your audits aren't creating a roadmap for your future, you should be talking to Stanislawski & Harrison. You'll learn how productive an audit can be, and learn a whole lot more about your organization in the process.

REAL LIFE SOLUTIONS Looking For A Partner Who's Not Afraid of Commitment? At Stanislawski & Harrison we believe that long-term relationships are the only way to go. We think the more you know about us, the easier it will be to use our skills to your best advantage. And the more we know about you, the more we can make recommendations in tune with your business objectives, recognize financial opportunities that you'll want to take advantage of, and troubleshoot problems before they start to impact your bottom line. For example, Stanislawski & Harrison has been performing audits for an independent private school for over a decade. And in that time, we've become a trusted advisor for a wide range of their financial and business concerns. We've helped them orchestrate a merger, outsource a self-insured health plan, inventory and catalog an art collection, investigate internal affairs, even recruit new personnel. All because we know their operation inside and out, and know how to use our experience to help them succeed. So while a summer fling may be exhilarating, we prefer the stable, common sense approach to managing your finances. Isn't that the kind of partner you're looking for?

Insourced Accounting Services

The quality of the output depends on the integrity of the input. It’s a lesson more and more business owners are learning every day, and it’s the reason they’re turning over responsibility for their accounting and bookkeeping to Stanislawski & Harrison. We can insource your backroom accounting. When it comes to your books, the numbers have to be accurate. The format has to be user-friendly. And the reports you receive have to give you a quick, concise picture of your financial situation on a timely basis. When you turn over your day-to-day accounting function to Stanislawski & Harrison, you’ll get all that and more. Because at Stanislawski & Harrison we believe that accounting should be cost-effective. Time-efficient. And presented in a way that allows you to make better business decisions. Insourcing your accounting can give you the best of both worlds. You can either retain the flexibility to computer-generate checks and make deposits in-house allowing us to complete the financial package, or you can outsource your entire accounting function to our office, eliminating your staffing challenges of turnover and overhead expense. Best of all, with Stanislawski & Harrison your financial records will always be in order. You’ll know where you stand. We’ll see problems as they develop and give you quick recommendations to help prevent unnecessary expense. And at the end of the year, preparing your tax returns will be quicker, smoother and more efficient. Stanislawski & Harrison will custom-tailor your accounting service package to include just the services you need to keep you on top of your financial game. We can: Receive your receivables and payables data monthly, or make deposits and write checks for you Post transactions, and create monthly journals and yearly ledgers Prepare monthly bank reconciliations Prepare financial statements and trend information Monitor results against budget Handle payroll, and prepare payroll tax returns Regularly review your records for negative trends, and recommend cost-saving and profit-making solutions Train your in-house bookkeepers in efficient, accurate systems for receivables, payables, inventories and more Consult with your staff regarding accounting software, recommending appropriate programs and providing training as needed In the high-stakes world of your finances, knowledge is power. And you’ll always know where you stand with accounting and consulting from Stanislawski & Harrison.

REAL LIFE SOLUTIONS We Believe in Inventing New Wheels The professionals at Stanislawski & Harrison have been around long enough to know the most efficient and effective ways to perform most accounting challenges. And we use that experience to save our clients money and help them realize greater financial gains. Yet as the world speeds up and opportunities mushroom, we increasingly see impacted management situations that call for unique, creative solutions through insourcing your accounting. For example, a multi-million dollar contract project is maintained by an educational corporation to link all the major colleges and universities in California via a dedicated high-speed Internet access. This corporation has entrusted Stanislawski & Harrison to manage their cash, assist with transactions, perform routine accounting functions, and prepare forecasts and tax returns. We even act as liaisons and can handle the financial audits of your books and records done by "The Big Four" audit firms. We communicate easily with headquarters by fax, phone, Internet and overnight mail. And we’re finding creative ways to fine-tune the operations of the contract for eventual nationwide roll-out. At Stanislawski & Harrison we avoid needlessly re-inventing the wheel. But when you’re about to conquer new horizons, we’re just the team to invent a new wheel to get you there.

Individual Tax Services

Handling your individual tax requirements should never mean going it alone. The tax laws are too complex. Your options are too far-reaching. And you have too many better things to do than worry about taxes. That’s where Stanislawski & Harrison becomes your tax advocate. At Stanislawski & Harrison you’ll find a team of professionals who are dedicated to maximizing your income potential. Limiting your tax burden. And educating you about the constantly changing possibilities for managing your finances. Your tax specialist will work with you year-round, helping you make sound financial decisions that will pay off on April 15. You’ll have a personal advocate in your corner when you make major financial transactions and embark on major life changes. And you’ll have the peace of mind that comes from knowing someone is looking out for your long-term benefit with every short-term financial move you make. When you entrust your individual tax work to Stanislawski & Harrison, you’ll be hiring a seasoned professional who will: Prepare your individual tax returns and estimated tax payments Project and update estimated tax payments File extensions as needed Advise on business and entity issues Prepare tax projections to aid in financial decision-making and maintain balance between income and expenses Consult with you during major transactions, such as real estate sales and purchases, loan refinancing, stock investing and retirement planning Set up retirement arrangements and plan for asset distribution Help you manage the financial impact of marriage, divorce and other life changes Spearhead the process of writing a will, and recommend viable options for creating a trust Answer your questions about gifting and estate planning Manage correspondence with the IRS, and represent you in the event of an unlikely audit Handle household payroll and the accompanying tax ramifications It just makes sense to put your individual tax concerns in the hands of a professional. Someone who will take a personal interest in your financial well-being, who will get to know you and your goals, and who will take an active role in building and maintaining your financial health.

REAL LIFE SOLUTIONS An Example of How We Take Your Financial Health Seriously And we do it with a smile. We know that trying to manage your own taxes can be drudgery at best, terrifying at worst. And trying to accurately estimate the impact of every financial transaction on your year-end tax burden can be downright perplexing. That’s why at Stanislawski & Harrison we’re dedicated to taking the pain out of tax season and the eleven months leading up to it. For example, a 60 year-old client wanted to step up her charitable giving, and asked Stanislawski & Harrison for guidance. We advised her to put her checkbook away and instead make a gift in the form of appreciated stock, thereby eliminating the accompanying capital gains tax completely and maintaining the full charitable deduction. The result? $100,000 in deductions and a savings of $35,000 each year in taxes. At Stanislawski & Harrison, we’ll give you the same kind of friendly, attentive and profitable service, year after year. And that’s a serious promise.

Estate and Gift Tax Planning Services

If you’ve accumulated or stand to inherit sizeable assets, and would prefer that those assets go to your heirs rather than the government, Stanislawski & Harrison can help make it happen. With guidance from Stanislawski & Harrison you can start protecting your family’s inheritance today and for future generations. Perhaps you need to prepare or update a will. Maybe you should be establishing a simple trust to protect assets from probate. Or it could be that your assets and circumstances suggest the need for another more sophisticated vehicle like a family partnership, charitable remainder trust, grantor retained annuity trust (GRAT), insurance trust or residential trust. Perhaps you should begin a regular gifting program, transferring funds to heirs in amounts and at times that avoid tax liability. Or maybe you’ve been designated the executor of a family member’s estate, and now you’re facing a confusing array of estate and inheritance tax forms. You can rely on Stanislawski & Harrison to help you: Identify assets, secure appraisals and assign value Determine tax liability to the estate Design a gifting program to limit liability, and prepare gift tax returns when necessary Prepare estate tax returns Provide consulting regarding options for sheltering and protecting assets The time to begin the estate planning process is now, when your options are greater and your planning flexibility is intact. Make your first choice Stanislawski & Harrison—experienced, reliable professionals whose goal is to protect you and your assets.

REAL LIFE SOLUTIONS We've Mastered the Team Approach One of the benefits of working with Stanislawski & Harrison is the access it gives you to our network of outstanding professionals in a wide variety of business fields. Here you’ll be put in touch with the best attorneys in town; with successful real estate brokers; knowledgeable insurance agents and experienced estate planning attorneys; reputable bankers. And together we’ll plan and execute the solution to your particular financial challenge. For example, a Stanislawski & Harrison client owned a high-rise office building against which he had borrowed a large share of equity. The property was being quickly depreciated, and selling the property would produce an inordinate amount of phantom income. The bank loan was coming due and refinancing options were unattractive. Stanislawski & Harrison huddled with a team of professionals and developed a plan which allowed the client to hold his property in an agency relationship, thereby retaining the assets for later distribution to his wife and saving $1 million in tax liability. When you want the best minds in the business to tackle your financial situation, make your first call to Stanislawski & Harrison.

Industry Expertise

When you’re pushing your limits trying to run the business, the last thing you want to worry about is taxes. SERVICE INDUSTRIES Architects Attorneys Broadcast media Computer consulting, software Designers Engineers Entertainers Entertainment, production Freight, trucking Hospitality Sales Sports franchises HEALTH CARE Physicians Health maintenance organizations Health care administration Medical groups and Dental FINANCIAL PRODUCTS & INVESTMENTS Private equity funds Equity managers Insurance Multi-level financial groups Holding companies NONPROFIT ORGANIZATIONS Independent schools and colleges Support organizations Public and private foundations Churches, religious orders Civic and trade associations Cultural groups Employee benefit plans Fraternal orders Health and welfare organizations Youth organizations Sport clubs MULTI-LEVEL REAL ESTATE GROUPS Private equity syndicators Developers, investors Contractors Property management Shopping center management FAMILY OFFICES Estates Family partnerships Foundations Trusts Retirement and pension plans Corporate jet services MANUFACTURING Agriculture Electronics Heavy machinery Machine shops WHOLESALE & RETAIL TRADE Building products Franchises Hardware and software

If you want accounting professionals who know more than just accounting, you need Stanislawski & Harrison. Here you'll be served by an experienced team of specialists who understand your industry and take the time to learn you and your business. Service Industries Health Care Financial Products & Investments Nonprofit Organizations Multi-Level Real Estate Groups Family Offices Manufacturing Wholesale & Retail Trade

Real Estate Specialty

Real Estate has long provided a source of tax saving benefits and sometimes challenges. Unfortunately, it can be a complicated tax situation, as well. At Stanislawski & Harrison, you get the benefit of an experienced real estate consulting/tax team. We have cultivated a proven network of specialists who work in tandem to get you the "best in class" for brokerage, private equity, lending, legal or cost segregation/tax services. We're a “one-stop shop” – so to speak. Whether you invest in commercial or residential real estate, Stanislawski & Harrison can service your diverse holding entities delivering a multiple of specialties. We become part of your team and advocate for your real estate interests. We endeavor to creatively structure the purchase, operation and sale transactions to get the best of all worlds: economic, financial, banking, legal, insurance and tax benefits. We strive to understand our clients' goals and oftentimes suggest a different approach, which is both tax and accounting friendly. Industry Involvement Our commitment to our clients goes beyond their entities and transactions. We feel the need to be our clients' eyes and ears from the 50,000-foot level down to the third story with all the new tax and accounting pronouncements from the government and the real estate industry. As such, we pride ourselves at being members of the National Association of Industrial and Office Properties (NAIOP). Stanislawski & Harrison has over 30 years experience in real estate tax and consulting for our clients, who have an estimated total gross value close to $1 billion. Our goal is obtaining substantial gains through efficiency in the areas of economics, tax and accounting. We continually strive to streamline the reporting channels so that we can simplify the volumes of information down to an "executive summary" for our clients' consideration. Our team approach allows Stanislawski & Harrison to deliver the maximization of efficiencies and tax savings to our clients. Benefits to our clients with our team approach include: Tax projections, preparation Transaction consulting Insourced Accounting – we can take your accounting functions into our office Cost Segregation – to significantly accelerate tax depreciation Commercial, Residential Tenants in Common (TIC) reporting 1031 Tax-Deferred Exchanges If you are looking for an all inclusive approach on your real estate investments, look to Stanislawski & Harrison.

REAL LIFE SOLUTIONS A Team Approach At Stanislawski & Harrison, we take seriously the value of what a team can offer. A team rests not on the knowledge or insight of one individual, but on the knowledge and insight of multiple professionals from varying backgrounds. We use the experience of the team in our professional network for your best interest. For example, a client of ours with a large portfolio of rental properties was not familiar with the technical aspects of cost segregation. Because of their very high taxable income, they were in need of accelerated tax deductions. We used our associated engineering firm to identify first the most likely properties to be surveyed and then manage the engineering study to maximize and produce over $1.4M of accelerated tax depreciation. We even went further to schedule out the proposed surveys for the next few years so that we might maximize the accelerated tax depreciation for years in the highest tax bracket, all resulting in substantial tax savings. That's the benefit of Stanislawski & Harrison's team approach – experienced, knowledgeable professionals looking out for your best interests.

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