Financial Audit and Tax Services for Affiliated Entities

Overview

Financial, Legal, HR & Staffing

Charlotte, North Carolina, United StatesPosted about 1 month agoDeadline: April 9th, 2026

Fit Score

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SUMMARY

The university seeks an audit firm to provide financial statement audits and IRS tax preparation for its affiliated entities for a one-year contract.

KEY REQUIREMENTS

BUDGET

Estimate

$250,000 – $1,000,000

CONTRACT DURATION

60 months

TIMELINE

Issue RFP: March 24th, 2026

Submit Written Questions: March 31st, 2026 by 12:00 PM ET

Provide Response to Questions: April 2nd, 2026

Submit Proposals: April 9th, 2026 by 2:00 PM ET

Contract Award: April 21st, 2026

Draft financial statements due: September 1st

Final signed audited financial statements and footnotes due: October 15th

UNC Charlotte Investment Fund (UNCCIF) final investment valuations due: late September

UNC Charlotte Student Legal Services draft financial statements due: November 1st

UNC Charlotte Student Legal Services final signed audited statements due: November 15th

Initial request for tax organizers and supporting information due: September 15th

File all necessary extensions and submit copy of form 8868 due: No later than November 1st

Draft of Form 990 due: February 15th

File Form 990 and related forms due: April 15th

QUESTION DEADLINE

March 31st, 2026

Issuing Agency

University Of North Carolina At Charlotte

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in North Carolina is seeking a vendor to provide financial audit and tax services for its affiliated entities. The selected firm will conduct independent audit engagements on the annual financial statements of multiple entities that are either supported by or provide support to the university.

The scope of work also includes preparing the annual IRS Tax Form 990, and Form 990-T as needed, for these entities. The selected firm must ensure that financial statements are presented in accordance with the appropriate generally accepted accounting principles for each affiliated entity, which may include the preparation or reformatting of statements to ensure compliance. The contract is anticipated to be for a one-year period.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.