Our nonprofit tax specialists understand the intricacies of federal and state compliance requirements and can help your organization safeguard its most valuable asset – tax-exempt status. We offer a complete spectrum of tax planning, compliance, and consulting services for nonprofit organizations.
We continually monitor pending legislative and regulatory changes and will work with you to develop innovative tax strategies designed to comply with federal and state law, while avoiding unnecessary penalties and sanctions, and managing your organization’s income tax liabilities.
Our nonprofit tax services include:
Form 990 preparation
Federal and state tax compliance services
Unrelated business income tax issues, including appropriate expense allocations
Maximizing usefulness of related entities and taxable subsidiaries
Employee benefit plans
Compensation and benefits analysis
Intermediate sanctions safe harbor analysis
Lobbying and political activity analysis
FIN 48 consulting issues
Form 990 A major issue presently facing the nonprofit sector is the significant revisions that have been made to the IRS Form 990. In recognition of Tate & Tryon's long history of leadership in the area of nonprofit taxation, ASAE & the Center for Association Leadership engaged our exempt organization tax specialists to write an extensive guide to the revised Form 990. The guide is intended to serve as a handbook for members of the nonprofit community as they work through the intricacies of the new form. This Guide to the Newest IRS Form 990: Interpreting and Complying with the New Tax Reporting Requirements for Transparency and Accountability is available for purchase on ASAE’s Web site: http://www.asaecenter.org/Bookstore
"Back in 1992, we chose Tate & Tryon as our auditors because they have an excellent reputation and the expertise necessary to meet our needs. The quality of their services and their responsiveness has been outstanding. Recently, they helped us with understanding and implementing the reporting requirements for the new IRS form 990. We find Tate & Tryon to be a very worthy partner in helping us to do what's best for our organization."
Terry Del Prete Vice President, Operations Plasma Protein Therapeutics Association