Nonprofit Tax Services
Our Nonprofit Tax Services are designed to help mission-driven organizations navigate the complex regulatory and compliance requirements unique to the nonprofit sector. We support charities, foundations, associations, and other exempt organizations with precise reporting, strategic tax planning, and ongoing compliance guidance. Our goal is to ensure your organization remains fully compliant while maximizing resources so you can stay focused on your mission and community impact.
Formation, Tax Planning, and Exempt Status Compliance
Our Formation, Tax Planning, and Exempt Status Compliance services help nonprofits establish a strong and compliant foundation. We assist with entity formation, tax-exempt applications, governance considerations, and federal and state registration requirements. Once established, we help you maintain your exempt status by advising on allowable activities, unrelated business income (UBI), recordkeeping, and strategic planning for long-term sustainability. We work closely with boards and leadership teams to ensure your organization’s structure and activities align with IRS guidelines.
Nonprofit Reporting, Filings, and IRS Representation
Our Nonprofit Reporting, Filings, and IRS Representation services support the annual and ongoing requirements that exempt organizations must meet. We prepare and review Form 990 returns, state filings, and financial documentation to ensure accuracy, transparency, and public trust. If questions, audits, or compliance issues arise, we provide experienced representation before the IRS to help resolve matters efficiently. With a focus on clarity, precision, and regulatory compliance, we protect your organization while allowing you to focus on fulfilling your mission.
