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06 / SERVICE

Compliance with context.

Tax support that understands the mission behind the numbers.

06
THE ENGAGEMENT

Specialized preparation and advisory for nonprofit organizations and leadership teams navigating Form 990, governance, unrelated activity and organizational change.

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WHEN THIS FITS

Situations we help connect.

  1. 01Form 990 and state filings
  2. 02Governance and policy disclosures
  3. 03Unrelated business income
  4. 04Fiscal sponsorship and related entities
  5. 05Executive compensation reporting
  6. 06Organizational changes and transactions
SCOPE

What the work can include.

Every engagement is scoped to the facts. The right combination may include preparation, analysis and ongoing advice.

01

Form 990-series preparation

02

State charitable registrations

03

Governance and disclosure review

04

UBIT analysis

05

Leadership and board guidance

THE OUTCOME

Compliance that protects the organization while respecting how it actually operates.

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Other expertise01Individual Tax02Business Tax03International Tax04Planning + Advisory05IRS Representation