Grant Thornton LLP

Grant Thornton LLP was engaged by a management organization overseeing the operations of eight nonprofits to assist with the annual audit process. The auditing process, which requires approval from the organization's membership, was successfully handled by Grant Thornton LLP. The firm worked closely with the management organization to establish an audit plan, identify necessary documentation, and set a schedule that accommodated potential logistical issues. The audit results were presented to the board and membership for approval. The partnership, which began around 2018 following an acquisition, has been ongoing for 4-5 years.

In another project, Grant Thornton LLP was hired by an advanced ophthalmic materials company to handle its yearly corporate tax returns. The firm took charge of the task independently after initially collaborating closely with the company. In addition to filing tax returns, Grant Thornton LLP also provided financial planning advice and assisted in filing for Scientific Research and Experimental Development (SR&ED) claims. The company worked with two Certified Public Accountants (CPAs) from Grant Thornton LLP, one specializing in SR&ED and the other in corporate tax returns. The engagement, which began in April 2019, is ongoing and has cost the company approximately $24,000 USD.