Cemetery Accounting & Consulting
While fully engaged in operating their businesses, cemetery owners and managers face simultaneous challenges unique to this specialized industry – making it critical to secure the support and resources only trusted, experienced advisors can deliver.
Our expert support promotes ongoing growth while freeing managers to provide the care families need during life’s most difficult moments.
An Enduring Commitment to the Cemetery Sector
The transformations, technological challenges and industry pressures facing cemeteries today are formidable. To help navigate them, our specialists deploy an in-depth understanding of cemetery accounting, tax planning and valuations, cybersecurity and fraud prevention. We help managers operate in a fiscally-sound manner that fulfills accounting, reporting, legal and compliance requirements – and helps position them to remain competitive. Our services include:
- Compliance Audits
- Governance of Boards and Committees
- IT Consulting and Management Advisory
- Tax Compliance, Planning, Representation and Structuring
- Risk Assessment
The Advantages We Deliver
Understanding that every cemetery is inherently a business equips us to be highly responsive to the particular needs and service model of each client. Throughout each engagement, our clients rely on, and benefit from, our outstanding commitment and professionalism. Unlike other firms, we offer a rare blend of important benefits:
Unsurpassed Sector Specialization
Our knowledge of cemetery financial management ensures exceptional audit and tax services – and expert assistance with an array of essential operational concerns, from IT fraud prevention to employee benefits and advisory board issues. As industry leaders, our partners are often called upon to participate actively in industry symposiums, including those sponsored by the New York State Association of Cemeteries, to advise on current industry issues.
Unmatched Exempt Organization Tax Experience
With extensive knowledge of tax laws governing exempt organizations, we regularly assist in the preparation of federal and state tax filings, serve as the “professionals of choice” for applications for initial tax exemptions or classification changes and represent clients before the IRS as required. Our clients rely on us for help ensuring continuation of their exempt status and minimizing exposure to unrelated business or corporate taxes.
Uncommon Regulatory Expertise
Proficient in state and federal regulations, our senior professionals stay current on evolving regulatory changes through representation on various committees that focus on cemetery issues. As a result, they are ideally equipped to direct team members in assisting clients with FASB and other administrative requirements.
With dedicated partners, specialists and an entire tax group focused on cemetery organizations, our clients benefit from full-time, senior-level attention through the active participation of two partners on each engagement.