TAAS is your trusted back-office partner, offering white-label tax, accounting, and audit support for U.S. CPA and wealth management firms so you can grow without the overhead.
Audit-Ready. Always.
With TAAS, you get reliable audit support tailored to your industry—whether it’s nonprofits or regulated advisors. We manage the details so your team can stay focused on growth, knowing every audit requirement is covered with care and precision.
Audit Support Services
Audit support is more than just gathering documents—it’s about providing organized, timely, and accurate financial data that makes the audit process smooth and stress-free. At TAAS, we specialize in delivering behind-the-scenes support that prepares your organization for financial, compliance, or regulatory audits.
For Nonprofits & NGOs
For RIAs
Internal Audit
We help nonprofit organizations prepare for smooth and successful audits by organizing financial data, aligning documentation with grant requirements, and staying ahead of auditor requests.
- Prepare audit-ready schedules and workpapers
- Support grant, donor, and fund-specific reporting
- Coordinate directly with auditors for data requests and responses
Why It Matters: Audits for NGOs can impact funding and public trust. Our support helps ensure you're always prepared—with clean records, timely responses, and full transparency.
RIAs operate in a highly regulated environment. We help ensure that your books, records, and documentation stand up to scrutiny from SEC or state regulators—without burdening your advisory team.
- Reconcile and prepare financial records for audit reviews
- Respond to SEC/state audit documentation requests
- Align financial data with regulatory expectations and fiduciary standards
Why It Matters: Regulatory audits can be complex and time-sensitive. With TAAS as your partner, you stay compliant, audit-ready, and free to focus on client advisory—not back-office firefighting.
Our audit support service helps companies prepare for internal audits by assisting them to evaluate and improve their internal controls and processes.
Our proactive review and documentation process maintains your audit readiness as always one step in advance.
Audit Support Tailored to Your Compliance Needs
Whether you’re preparing for a regulatory review or an annual financial audit, TAAS delivers the behind-the-scenes support you need to stay organized, responsive, and audit-ready. Our services are designed to help nonprofits, RIAs, and growing firms navigate audits with confidence and clarity.
Services
Facing an IRS audit can be daunting, but with TAAS, you don’t have to go through it alone. We help you stay organized, compliant, and confidently represented throughout the audit process.
- Review and organize financial records
- Respond to IRS notices and prepare documentation
- Communicate directly with IRS agents on your behalf
- Assist in resolving audit findings and follow-up actions
Why It Matters
The IRS demands accuracy and timeliness. With our expert guidance, you minimize risk, reduce disruption, and gain peace of mind during even the most complex federal audits.
State-level audits, whether for income tax, sales tax, or payroll, require meticulous recordkeeping and timely responses. We handle the details so you can stay focused on running your organization.
- Prepare supporting schedules and documentation
- Respond to state agency inquiries
- Coordinate with auditors and manage correspondence
- Guide you through resolution or appeals if necessary
Why It Matters
Each state has unique audit procedures. Our familiarity with multi-state compliance ensures you’re fully prepared, protected, and professionally represented.
Strong documentation and process compliance form the backbone of audit readiness. We help maintain financial clarity, ensure regulatory alignment, and create a paper trail you can rely on.
- Maintain accurate internal documentation and procedures
- Support grant/donor reporting (for NGOs) and fee disclosures (for RIAs)
- Review internal controls and policy alignment
- Prepare supporting materials for audits or internal reviews
Why It Matters
Clear documentation builds trust—with auditors, donors, regulators, and stakeholders. We make sure your records are not only organized, but audit-ready at any time.
Reliable financial statements are critical for audits, lenders, and board reporting. We prepare clean, GAAP-aligned reports that reflect your financial reality and withstand external scrutiny.
- Prepare balance sheet, income statement, and cash flow reports
- Ensure consistency with general ledger and supporting records
- Format financials per audit or funding body requirements
- Collaborate with auditors for clarifications and data requests
Why It Matters
Accurate financial statements are often the first item reviewed during an audit. We ensure yours tell a clear and compliant story—reducing errors, delays, and questions.
Why Firms Choose TAAS
TAAS is your fully white-labeled, scalable back-office platform — designed to help you grow without expanding your internal infrastructure.
Build Audit-Ready Confidence With TAAS
Behind every successful audit is a foundation of accurate records, organized processes, and dependable support. TAAS helps your firm stay prepared, responsive, and audit-ready—without the internal strain.
Let’s form a scalable, safe, and strategic partnership.
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