Tate & Tryon has an unparalleled commitment to excellence in Exempt Organization (EO) taxation and reporting.

The privilege of tax exemption requires strict adherence to laws, regulations, and special reporting requirements at the federal and local level. By virtue of our exclusive specialization in the nonprofit industry, our exempt organization tax specialists have an in-depth knowledge of the complexities facing tax-exempt organizations and offer a comprehensive array of tax planning, compliance, and consulting services that extend beyond basic Form 990 preparation. Our tax specialists 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, avoid unnecessary penalties and sanctions, and minimize both tax burdens and reputational risk resulting from inappropriate reporting.

Tax & Compliance Services

  • Form 990 Compliance & Preparation
  • Unrelated Business Income Tax Analysis & Planning
  • Related Entities & Taxable Subsidiaries
  • State & Local Taxes (SALT)
  • International Taxation & Compliance
  • Tax Exempt Status for Foreign Entities
  • Employee Benefit Plan Reporting
  • Lobbying & Political Activity Analysis
  • Special Event and Gaming Guidance
  • Applications for Exemption

We understand that your Form 990 is more than just a tax form.  It’s an overview of your organization’s financials, outlines your mission, and your yearly accomplishments for that mission.

Tax Blog Post

Upcoming IRS Partnership Audit Changes Could Affect your Organization

By: Deborah G. Kosnett, CPA A major change in how the Internal Revenue Service audits partnerships is quickly approaching. Effective [...]

Charitable Class – Size Matters!

By: Lisa W. Heller, CPA, Tax Senior Manager Charities exist to help people in need. For purposes of Section 501(c)(3), [...]

Automatic Revocation of Exempt Status for Subordinate Group Members: Reinstatement and Erroneous Revocation

By: R. Michael Sorrells, CPA, Tax Principal Automatic Revocation:  The Pension Protection Act of 2006 added a provision to the [...]