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Nonprofit Tax Services

Our Approach

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 1024 with the IRS.
  • Review of Internet Transactions: Nonprofits face increasing regulatory scrutiny for their online fundraising activities. Our experts can help you prevent costly mistakes. 
  • 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.
  • Contract Review: Our experts will help you review your organization’s royalty, affinity and sponsorship contracts to ensure you comply with the complex rules that differentiate tax-exempt and taxable income.
  • 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.
  • IRS Private Letter Ruling Requests: We’ll ensure that you meet the specific and strict IRS technical guidelines for submission.



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DraftMates Brings Gamification to Fundraising

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How to Evaluate a Nonprofit Before Donating

Make sure you understand the key financial ratios and other considerations when performing your financial due diligence.

How to Be An Effective Nonprofit Board Member

The greatest value you can contribute does not come from your pocketbook. It is your unique combination of talent, experience and connections.

The TCJA and the Future of Giving: Should You Be Worried?

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How to Protect Your Nonprofit’s Future

In addition to typical business concerns like financial and operational performance, nonprofits also must worry about whether they are acting in ways that could jeopardize their tax-exempt status.

Democratize the Budget Process

Providing greater visibility and instituting regular planning meetings, will start to engender a culture where individuals across the organization can take responsibility for financial goals.
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Lodging Provided to Employees: Taxable or Not?

The value of employer-provided housing is not subject to income or payroll tax withholding if the situation passes three tests.

Going for the Gold: Apply Solid Grant-Writing Techniques to Your Quest

Competition in the world of nonprofit grants grows fiercer each year. Learn how can your organization break away from the crowd.

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Make sure you don’t miss any important 2018 tax deadlines. Be aware that some deadlines have been moved up or pushed back compared to previous years.
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After months of speculation and changes to various details, Congress passed the Tax Cuts and Jobs Act. Here’s how the law will impact nonprofits.

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This summary of when various tax-related forms, payments and other actions are due will help you make sure you don’t miss any important 2017 tax deadlines.

How to Detect & Reduce the Risk of Fraud

When it comes to your nonprofit, it is important to be on the lookout for the warning signs of fraud. implementing strong financial controls can help protect your organization.

What Sets Attorneys General on the Warpath Part 2: Excess Benefit Transactions

Nothing raises more ire with your state attorney general than excess benefit transactions—someone in your organization receiving more benefit from a transaction than your nonprofit.

24 Hours of Fundraising: How to Maximize Giving Days

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What Sets Attorneys General on the Warpath Part 1: State Registration

One of the quickest ways to raise the ire of a state attorney general is to drop the ball on charitable solicitation registration.

Passing the Baton

Does your organization have key people who are nearing retirement? Is there a concrete plan to replace them? A succession plan is what your nonprofit needs to carry on its mission.

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Highway Funding Law Brings Important Tax Law Changes

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New Trade Law Hikes Penalties for Tax Reporting Errors

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From “ice bucket challenges” to Kickstarter campaigns, crowdfunding is redefining how many nonprofit organizations raise money.

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The IRS recently released guidance on two major areas affecting businesses—the Work Opportunity Tax Credit (WOTC) and the tangible property regulations, and ...

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Employers with medical reimbursement plans need to review them to ensure they don’t accumulate heavy tax penalties from noncompliance with Affordable Care A ...

How to Recruit Your Nonprofit’s Next High Performer

It’s an age-old challenge: finding top finance talent when everyone is fishing in the same pool, from your nonprofit peers to deep-pocketed, for-profit corporations.

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In the nonprofit world, risks are everywhere and unwary organizations can be blind-sided. Consider these key areas of exposure and ways you can protect your nonprofit.

Nonprofit: Bits and Pieces

There is a lot of miscellaneous news about the nonprofit industry to report, so I have broken it down into bits and pieces for you.

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A fascinating fad … or the next evolution of nonprofit fundraising?

What about Donor Restrictions?

Recently, an issue arose that brought the issue of donor restrictions into the spotlight. Sometimes nonprofits receive donations with very specific limitations. What’s an organization to do?

Nonprofits: Seeing Your Way Through Transparency

Since the IRS revised Form 990 more than five years ago to require additional disclosures, transparency has taken center stage with nonprofits.

Investing the Other 95%

You’ve met the 5% Minimum Distribution Requirement. Now, what do you do with the other 95%?

Fundraising Events and Deductibility

We’re dusting off a couple of classic Revenue Rulings (Rev. Rul.) and moving them to the front of the shelf: Rev. Rul. 67-246 and Rev. Rul. 89-51. Each provides guidance that is as relevant today as when it was iss ...

IRS Controversy Continues: So What’s the Big Deal?

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Nonprofits Aren't “Exempt” from ACA Penalties

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Disclosure of Uncertain Tax Positions: Are You in Compliance?

As a tax-exempt organization, you might think that the subject of “uncertain tax positions” doesn’t apply to you. Think again.

When is Non-Profit Income Taxable?

Your 501(c)(3) organization generally is required to pay tax on income that isn’t related to its main purpose — even if that income keeps the not-for-profit afloat.

Nonprofits, I’m Looking Through You

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Dueling for Dollars

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Nonprofit Form 990 and Plan 403(b) Receive Makeovers

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IRS to Increase Investigations of Nonprofit Hospitals and Other Exempt Orgs.

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Nonprofits: New Reporting Requirements for Tax-Exempt Bonds

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