Auditing & Accounting • Tax Preparation • Business Consulting Services • Nonprofits • Individuals

AUGUST 2023

Massachusetts Attorney General – Online Charity Portal  


Massachusetts AG's Office will no longer be accepting paper submissions.


Effective September 1, 2023, charities will need to submit all initial registrations and annual Form PC filings to the AG’s Office using the online Charity Portal. The office will no longer accept paper submissions.

The Division will host monthly online webinars to demonstrate the use of the Charity Portal and respond live to questions from users about the filing process. These webinars are in addition to the live hotline, in-Portal support, and instructional materials and videos already available on the AG’s website. 

Click Here for Online Webinar Sign Up

If your engagement is currently in process and is finalized by 8/25/2023, we will paper file your Form PC for you after signatures and payments received. 


All engagements which are not finalized by 8/25/2023, will be completed by Smith, Sullivan & Brown, P.C. via the online Charity Portal. Please note, SSB will still be preparing the Form PC for your organization; however, all signers will be required to create individual accounts on the portal to review, approve, sign, and pay the Form PC filing fee once SSB completes the Form PC. You may create your free portal account now or wait until tax preparation is in progress and reviewers/signers are determined. 

Click here for Online Charity Portal Information
Click Here to Create Free Portal Account

This is a new process for SSB as well as our clients, and we are committed to making the process as easy as possible. 


If you have any questions, please contact: Lucy Pacheco (Lucy@ssbcpa.com)

or Jennifer DeVincent (jennifer@ssbcpa.com)

Partners, Maureen L. Sullivan,
Linda M. Smith and Sandra M. Brown


Questions?

Call us at 508.871.7178

or email: contact@ssbcpa.com  

or go to: www.ssbcpa.com 


At Smith, Sullivan & Brown, PC, our dedicated professionals listen to your auditing and accounting, tax preparation, and small business questions. We provide personalized solutions to you, your family, business or nonprofit, all at a reasonable price.


Our accounting team has extensive experience. We understand your frustration when you tell us that you've paid top dollar for accounting services-only to learn that there's a junior-level person working on your engagement.

Or, that it's mid-March and your accountant isn't returning emails or phone calls because your files have been put on the back burner so that they can focus on the tax return crunch.


At Smith, Sullivan & Brown, PC we only send senior-level accountants into the field and they remain accessible to you throughout the year. A dedicated team is assigned year-round specifically to our nonprofit clients, so that deadlines are met on time and your questions are never ignored.


Established in 1993, Smith, Sullivan & Brown, PC is for you if you value communication, one-on-one attention, and "hands-on" expertise from experienced senior-level accountants. Whether you have a project to bid on now, or in the near future, contact us to schedule an introductory meeting, we'd love to meet you! 

   

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