Private Foundations

We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status.

We understand the interaction between the California Non-Profit Integrity Act and the ensuing audit requirements.

Services include:

  • Tax planning and compliance

  • Accounting, audit, and other attest services

  • Consulting and advice in connection with accounting systems, private investment rules and tax planning for federal excise tax

More Client Types

CLOSELY-HELD BUSINESSES
Mowat Mackie & Anderson - closely held businesses
We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established.
Read More >>

EMPLOYEE BENEFIT PLANS
employee benefit plans_b_sq
As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business.
Read More >>

HIGH NET WORTH INDIVIDUALS
high net worth individuals
Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law.
Read More >>

NON-PROFITS
Mowat Mackie & Anderson - no-profits
We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity.
Read More >>

REAL ESTATE
real estate
For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships.
Read More >>

TRUSTS & ESTATES
trusts and estates_b_sq
Mowat Mackie & Anderson provides skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries.
Read More >>