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

FinCEN Grants Automatic Extensions for Filing FBARs

By: Lisa W. Heller, CPA, Senior Tax Manager The Financial Crimes Enforcement Network (FinCEN) of the US Treasury Department has changed [...]

2017 IRS Tax Exempt Work Plan: What the IRS has in Store for Nonprofits

By: R. Michael Sorrells, CPA In most years the Internal Revenue Service releases its work plan for Exempt Organizations, Government [...]

The IRS 2016-2017 Priority Guidance Plan—Plans for Exempt Organizations

By R. Michael Sorrells, CPA Each summer, the Internal Revenue Service releases its Priority Guidance Plan (PGP) for the upcoming [...]