Associations, faith-based organizations, social services organizations, private foundations, private schools and other nonprofit entities need a tax partner with extensive experience with tax-exempt organizations. Our dedicated team of nonprofit tax experts understand that your Form 990 is more than just a tax return; it is an overview of your financials, and it outlines your mission and the achievements you’ve made throughout the year.
We also understand that the Form 990 isn’t the only tax-related hurdle nonprofit organizations face.
We excel at helping nonprofits address a full spectrum of tax issues including:
IRS Forms 990 and 990T: With more than 600 nonprofit clients, we have extensive experience with these crucial filings.
Instead of just taking a check-the-box approach, we can help you use your Form 990 as a strategic tool.
Unrelated Business Income (UBI) Tax: The distinctions between tax-exempt revenue and the taxable realm of
unrelated business income can be complicated. We’ll help you navigate the highly technical rules that separate the two.
Multi-entity Planning: For-profit companies aren’t the only ones that can benefit from a multi-entity corporate structure. Used properly, it can help nonprofit organizations manage risk and protect their tax-exempt status.
State and Local Tax Returns: Our nonprofit specialists can prepare state and local filings required for income, sales and use or property taxes with maximum efficiency.
Application for Exemption: We can help your organization obtain or reinstate its tax-exempt status by completing and filing Forms 1023 or 1023ez with the IRS.
State Charitable Registration: We can help you avoid nonprofit tax penalties by maintaining active state registration status in the states where your nonprofit solicits donations.
Planned Giving: Some donations can end up costing your organization more than the value of the gift. We can help you develop a strong, well-planned gift acceptance policy to prevent these types of surprises.