Specialized Labor Union Experience
Samuel Goldstein & Co. has served labor unions for over 50 years. Our auditors are knowledgeable and experienced in the unique reporting and accounting needs of labor organizations. We regularly assist in Department of Labor (DOL), ERISA and Internal Revenue Service (IRS) filings, and are well-versed in the Labor Management Reporting and Disclosure Act of 1959 (LMRDA). We are skilled at guiding clients through the related policies and forms.
Reporting and Auditing Services
Labor organizations need properly designed and maintained accounting records to ensure union resources are properly maintained. We work with unions of all types and sizes. Our audit team is highly trained and continue their professional education to keep current with the changing reporting requirements.
Some of the areas we regularly assist labor unions with include:
- Labor union financial statement audits
- Preparation and filing of government forms:
- DOL Form LM-2
- IRS Form 990
- Reporting requirements for the Labor Management Reporting and Disclosure Act
- Reviews of operating and internal control systems, including refinement ideas
- Fair share or agency fee audits
- Risk management
Call to Start a Relationship
Whether it’s conducting an audit, preparing financial statements or annual reports for your labor organization, Samuel Goldstein & Co. has the expertise you need.