NonProfit Tax Services

Tax Accounting & Consulting

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 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.

Services

We 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:

Form 990: 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 can 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.