Why Choose Our Nonprofit Taxation Services?

• Specialized Expertise: We have in-depth knowledge of IRS regulations specific to tax-exempt organizations and foundations, including Form 990 filings, Unrelated Business Income Tax (UBIT), and compliance issues that can affect your tax-exempt status.
• Customized Strategies: Every nonprofit and foundation is unique. We provide tailored solutions that address your organization’s specific needs, ensuring that your financial operations and reporting meet all regulatory standards.
• Proactive Compliance: Our team helps you navigate evolving tax laws and regulatory changes, reducing the risk of penalties and protecting your tax-exempt status.
• Transparent Communication: We believe in clear, ongoing communication. You’ll always be informed about your filing status, compliance deadlines, and any changes in the tax landscape that could impact your organization.
• Mission-Focused Approach: By managing your tax obligations efficiently, we free you to concentrate on what matters most—advancing your charitable goals and making a positive impact.

Our Nonprofit & Foundation Taxation Services

Tax-Exempt Status Maintenance

• Application & Renewal Support: Guidance through the application process for obtaining or renewing tax-exempt status.
• Compliance Reviews: Regular assessments to ensure ongoing compliance with IRS rules and regulations.
• Advisory Services: Strategic advice on maintaining and protecting your tax-exempt status amid changing laws.

Annual Tax Filings & Reporting

• Form 990 Preparation: Comprehensive preparation of annual returns (Form 990, 990-EZ, or 990-N) to accurately report your organization’s financial activities.
• Financial Statement Reviews: Detailed analysis of financial statements to ensure transparency and compliance.
• Timely Filing: Assurance that all required forms and schedules are completed accurately and submitted on time.

Unrelated Business Income Tax (UBIT) Management

• UBIT Analysis: Evaluation of income from activities unrelated to your exempt purpose, ensuring proper tax treatment.
• Strategic Planning: Development of strategies to minimize or manage UBIT exposure while supporting your organization’s revenue needs.
• Compliance & Reporting: Assistance with the preparation and filing of UBIT returns to avoid penalties and maintain tax-exempt status.

Audit Support & Representation

• Audit Preparation: Detailed review and organization of records to prepare for potential IRS examinations.
• Representation: Expert representation during IRS audits to address inquiries and resolve issues efficiently.
• Post-Audit Consulting: Guidance on corrective actions and strategies to prevent future audit issues.

Strategic Tax Planning & Advisory

• Financial Strategy Alignment: Tailored tax planning services to align your financial strategy with your mission.
• Risk Management: Identification and mitigation of tax risks specific to nonprofit operations.
• Grant & Donation Guidance: Advice on structuring donations, grants, and fundraising events for optimal tax benefits.

Our Process

1. Initial Consultation: We start with a comprehensive review of your organization’s financial history, tax filings, and operational structure to understand your specific needs.
2. Customized Strategy Development: Based on our analysis, we develop a tailored plan addressing your unique tax challenges and compliance requirements.
3. Detailed Preparation & Filing: Our team manages all aspects of your tax filings—from gathering documentation to preparing and submitting the necessary forms.
4. Ongoing Monitoring & Support: We continuously monitor regulatory changes and periodically review your strategy to ensure your organization remains compliant and optimally positioned for future success.