Labor Organizations

LABOR UNION AUDITORS SINCE 1975

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Rely on Us

Lindquist’s professionals have served as labor union auditors since the firm’s inception. We are proud of the reputation we have earned by working with many of the nation’s trade, service, public employee and industrial labor unions.

We have expended tremendous resources, training and forethought to learn, and sustain, our knowledge of the unique language, structure and operations of labor organizations. 

Our union auditors understand Department of Labor (DOL) and Internal Revenue Service (IRS) reporting requirements and the necessity of properly designed and maintained labor accounting records. Clients rely on us for assistance with DOL Form LM-2 filings, IRS Form 990 filings, and development of related policies (e.g., conflict of interest, whistleblower, and document retention and destruction policies).

We Understand You

Adaptable to Your Needs

We recognize the unique needs and resources of each organization, from labor unions with a single bookkeeper to those with full-scale accounting departments. Labor union officers and accounting staff appreciate this knowledge and flexibility. 

Our Compliance Approach​

Laws and regulations governing the operations of labor organizations dictate your fiduciary responsibilities in overseeing the management of your union.  During an audit, we work closely with your officers and accounting department, legal counsel and other service providers to assist you in addressing compliance with laws and regulations and ensuring that the assets of your organization are safeguarded.

During an audit, our standard evaluation includes a review of:

  • Government filings 
  • Minutes and other documents
  • Expenses paid 

Lindquist Compliance Awareness Program

If you would like additional reassurance that your organization is in compliance with governmental regulations and that it is operating as efficiently and effectively as possible, you should consider the Lindquist Compliance Awareness Program (LCAP). LCAP is an in-depth consulting service designed to evaluate your organization’s operations, internal controls, and compliance with DOL and IRS regulations, beyond what is examined during a financial statement audit. 

LCAP typically encompasses a study of:

  • Internal controls 
  • Fraud risk 
  • Policies and procedures 
  • Best practices 

 

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Audit and Accounting Services

  • Our professionals help organizations comply with the Labor-Management Reporting and Disclosure Act of 1959 (LMRDA) and regulations of the Internal Revenue Code and applicable local taxing authorities.
  • Labor union audits, reviews and compilations
  • Preparation of government forms (e.g., Forms LM-2, 990, 990-T, 1120-POL)
  • Agency fee calculations (Fair share / Beck / Hudson / Financial core audits)
  • Assistance with political contribution reporting
  • Outsourced accounting / bookkeeping and QuickBooks consulting
  • Assistance in responding to regulatory agency inquiries (Internal Revenue Service, Department of Labor)
  • Guidance / filing for tax-exempt status
  • Supervision of elections

InsightsView All

The individualized attention to our company and the willingness to do whatever it takes to meet dead lines.

Angela Mckinley

Accountant / Bookkeeper ILWU Local 63

The employees at Lindquist are always helpful and knowledgeable.

Joan Semeniuk

Accountant / Bookkeeper Teamsters Joint Council No. 7

Your staff is very friendly, efficient in their timing of doing the audit every year, and a pleasure to work with. They have gone above and beyond to clean up our books and serve as a point of contact for assisting us in our financial needs.

Eva Curtiss

CFO / Controller / Finance AFSCME 3299

The two primary reasons are the professionalism and the reputation that Lindquist has.

Don Garcia

Officer Teamsters Local 315

Reports are easy to understand and findings explained fully.

Antonio Christian

Officer and Board Member  Teamsters Local 853

Thought we would ask...

Does your local union have a credit card usage policy?

Rely on Us

Lindquist’s professionals have served as labor union auditors since the firm’s inception. We are proud of the reputation we have earned by working with many of the nation’s trade, service, public employee and industrial labor unions.

We have expended tremendous resources, training and forethought to learn, and sustain, our knowledge of the unique language, structure and operations of labor organizations. 

Our union auditors understand Department of Labor (DOL) and Internal Revenue Service (IRS) reporting requirements and the necessity of properly designed and maintained labor accounting records. Clients rely on us for assistance with DOL Form LM-2 filings, IRS Form 990 filings, and development of related policies (e.g., conflict of interest, whistleblower, and document retention and destruction policies).

Audit and Accounting Services

  • Our professionals help organizations comply with the Labor-Management Reporting and Disclosure Act of 1959 (LMRDA) and regulations of the Internal Revenue Code and applicable local taxing authorities.
  • Labor union audits, reviews and compilations
  • Preparation of government forms (e.g., Forms LM-2, 990, 990-T, 1120-POL)
  • Agency fee calculations (Fair share / Beck / Hudson / Financial core audits)
  • Assistance with political contribution reporting
  • Outsourced accounting / bookkeeping and QuickBooks consulting
  • Assistance in responding to regulatory agency inquiries (Internal Revenue Service, Department of Labor)
  • Guidance / filing for tax-exempt status
  • Supervision of elections

We Understand You

Adaptable to Your Needs

We recognize the unique needs and resources of each organization, from labor unions with a single bookkeeper to those with full-scale accounting departments. Labor union officers and accounting staff appreciate this knowledge and flexibility. 

Our Compliance Approach​

Laws and regulations governing the operations of labor organizations dictate your fiduciary responsibilities in overseeing the management of your union.  During an audit, we work closely with your officers and accounting department, legal counsel and other service providers to assist you in addressing compliance with laws and regulations and ensuring that the assets of your organization are safeguarded.

During an audit, our standard evaluation includes a review of:

  • Government filings 
  • Minutes and other documents
  • Expenses paid 

Lindquist Compliance Awareness Program

If you would like additional reassurance that your organization is in compliance with governmental regulations and that it is operating as efficiently and effectively as possible, you should consider the Lindquist Compliance Awareness Program (LCAP). LCAP is an in-depth consulting service designed to evaluate your organization’s operations, internal controls, and compliance with DOL and IRS regulations, beyond what is examined during a financial statement audit. 

LCAP typically encompasses a study of:

  • Internal controls 
  • Fraud risk 
  • Policies and procedures 
  • Best practices 

 

InsightsView All

The individualized attention to our company and the willingness to do whatever it takes to meet dead lines.

Angela Mckinley

Accountant / Bookkeeper ILWU Local 63

The employees at Lindquist are always helpful and knowledgeable.

Joan Semeniuk

Accountant / Bookkeeper Teamsters Joint Council No. 7

Your staff is very friendly, efficient in their timing of doing the audit every year, and a pleasure to work with. They have gone above and beyond to clean up our books and serve as a point of contact for assisting us in our financial needs.

Eva Curtiss

CFO / Controller / Finance AFSCME 3299

The two primary reasons are the professionalism and the reputation that Lindquist has.

Don Garcia

Officer Teamsters Local 315

Reports are easy to understand and findings explained fully.

Antonio Christian

Officer and Board Member  Teamsters Local 853

Thought we would ask...

Does your local union have a credit card usage policy?