To secure a firm quote for your $2.4 million raise, you should send a formal Request for Proposal (RFP) to the firms in Cheyenne. Since your maximum target is over $1.235 million, the audit must be conducted by an independent CPA in accordance with U.S. GAAP.

​Below is a template you can use. I have included the specific legal “triggers” that a Cheyenne auditor will need to see to understand the scope of work.

Request for Proposal: SEC Independent Audit Services

To: [CPA Firm Name, e.g., MHP or DAPCPA]

From: The Trustees of the GONEN Statutory Trust Date: January 3, 2026

Subject: Proposal for Independent Audit for Regulation Crowdfunding (Reg CF)

1. Engagement Overview The GONEN Statutory Trust, a Wyoming Statutory Trust, is preparing a capital raise under SEC Regulation Crowdfunding (Reg CF). Our Maximum Offering Amount is $2,400,000, which necessitates a full independent audit under 17 CFR § 227.201(t).

2. Scope of Work We require an audit of our financial statements for the two most recently completed fiscal years (or from inception to the present). The audit must result in an Independent Auditor’s Report suitable for inclusion in our SEC Form C filing.

  • Standards: Audit must be conducted in accordance with U.S. GAAP.
  • Project Type: Real Estate Operating Company (REOC) / Development (Lynchburg Project).

3. Specific Requirements Please include the following in your proposal:

  • Timeline: Estimated weeks to complete fieldwork and issue the final report.
  • Fees: Total estimated cost for the two-year audit.
  • Experience: Summary of your firm’s experience with SEC crowdfunding filings and real estate accounting.

4. Submission Deadline Please submit your proposal via email by January 15, 2026.

Contact Information: [Your Name/Trustee Name]

[Your Phone/Email]

Strategic Tips for the Trustee

  • Inception Date: If the GONEN Statutory Trust was formed recently (e.g., in late 2025), you only need an audit from inception to December 31, 2025. This can significantly lower your audit costs compared to a full two-year audit.
  • Electronic Records: To speed up the process and lower fees, tell the firm you can provide all records (bank statements, trust agreements, Lynchburg purchase contracts) in a digital format through a secure portal.
  • Intermediary Preference: Some crowdfunding platforms (like Wefunder) have preferred auditors who offer fixed pricing for Reg CF clients. It is worth checking if your chosen platform has a recommendation.

Would you like me to research the specific commission rates for the top three crowdfunding portals (Wefunder, StartEngine, and Republic) so you can accurately fill out your “Use of Proceeds” table?