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.

Blog

There are a lot of questions around whether nonprofits should cancel events and the potential tax issues of refunding money.

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Partner

Katy Brown, CPA

Katy leads the Nonprofit Tax practice, a team of experts who work with tax-exempt organizations of all types.

San Ramon, CA

Partner

Paul O’Grady, CPA

Paul heads up the nonprofit practice group and also serves on the firm's Accounting Standards Technical Committee.

San Ramon, CA

Director

Matt Petroski

Matt Petroski is a nonprofit tax specialist with 18 years of experience in the industry.

San Ramon, CA

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Resources

Regulatory and Industry News Alerts from Armanino

Article

Donate to Universities? What to Know About the Public University Research Infrastructure Credit

Taxpayers could claim the proposed credit for contributions to public universities’ research infrastructure projects.

October 07, 2021

Article

PPP Loan Accounting for 501(c)(6) Associations

Your 501(c)(6) can account for its PPP loan as a government grant or debt — know the key differences.

September 10, 2021

Article

ACE Act Proposes Tax Law Changes to Incentivize the Disbursement of Charitable Funds

The proposed bipartisan legislation would impact private foundations and donor-advised funds and their tax exposure.

June 17, 2021

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Nonprofit Tax Services

A Full Spectrum

Nonprofit Tax Considerations for Canceling or Postponing Events

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