Non-Profit Taxation

Our competence in understanding Form 990 is at the heart of our not-for-profit organization expertise. We use the Form 990 as a looking glass into the financial aspects of your organization, but importantly, the achievements you’ve made toward your organization’s mission throughout the year. The Form 990 has been transformed from a “fill-in-the-blanks” tax form to a powerful marketing tool, one that is researched and viewed by potential donors, investors, media and anyone who is looking for initial information about your organization. We can help you gain the most value from your Form 990. 

Our tax services, focused on the special needs of nonprofit organizations, include the planning and consultation regarding:

  • Unrelated Business Income Tax (UBIT)
  • Intermediate sanctions
  • Intercompany transactions
  • Healthcare organizations
  • Preparation of IRS Forms 990 and 990T
  • State tax returns required for income
  • Application for Exemption Forms 1023 and 1024
  • State charitable registration and/or annual filing