Auditing Services

The government authority in Everett, WA, requires a US-based vendor to provide offsite auditing and tax services. The buyer needs the vendor to evaluate compliance affecting financial statements, including partnership, operating, loan, regulatory, extended-use, and funding agreements. The scope includes evaluating related-party transactions, fees, restricted cash, reserves, residual receipts, surplus cash, debt covenants, capital contributions, and partner obligations. Furthermore, the vendor must coordinate confirmation requests and reporting with investors, lenders, trustees, management agents, and legal counsel. The vendor must also prepare or update tax-basis schedules, partner capital-account information, and carry forward schedules. Requirements include preparing and electronically filing Form 990-series returns with required schedules, providing review copies to management, and delivering tax planning, amended returns, tax-notice assistance, and examination support. Additional work includes audit or tax assistance for refinancings, restructurings, ownership changes, dispositions, or year-15 transactions, alongside protecting confidential information. The buyer requests proposals for the budget and requires all questions by September 23, 2026.