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BlumShapiro has significant expertise in tax matters affecting independent schools. We monitor tax developments affecting your organization and communicate those developments to you.

Our tax services include:

  • Federal and state tax return compliance
  • Unrelated Business Income Tax (UBIT) planning
  • Sales and use tax planning
  • Planned giving consulting
  • Intermediate sanctions consulting
  • Consulting on charitable contribution issues
  • Consulting on payroll tax issues

Considering the current turbulent times, ranging from a down economy to changes in legislation, new accounting standards and increased tax reporting compliance, it is more important than ever to partner with a firm that has experience with independent schools and will keep you abreast of current issues while also taking a proactive role in helping you address them.

BlumShapiro has extensive technical resources and specialized knowledge combined with responsive, personal attention and accessibility to our partners and managers. Communication and timely response are the keys to the successful working relationships we have with our clients. We understand the issues, demands and strict deadlines that you face, and we will work consistently with you, providing high quality service. Our philosophy of practice is to become valued members of your team, and we pride ourselves on partner and manager availability to answer your questions and other issues as they arise throughout the year.

Contact our School Services Team for more information:



Advisors | Auditors | Consultants | CPAs – BlumShapiro is one of the premier Education accounting firms in New England and a Top 100 CPA Firm in the U.S. Our professionals serve private schools, independent schools, colleges, universities and higher education institutions in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) and Quincy (MA) with audit, tax and business consulting services. We are members of the National Association of College and University Business Officers, Connecticut Association of Independent Schools, New York State Association of Independent Schools and Association of Independent Schools New England