As publicly traded corporations, unions are accountable to their dues paying members and to their shareholders. At the same time, their financial activity is monitored by the Securities Exchange Commission and by the Office of Labor Management Standards at the US Department of Labor. With the revamping of the federal financial disclosure forms several years ago, we understand the importance for financial accountability and the complexity of the reporting requirements.

Our expertise includes:

• Audit, review and compilation of financial statements
• Tax return preparation – Form 990, Form 1120-POL
• Preparation of US Department of Labor LM forms
• Preparation of Massachusetts labor forms specific to public employees