We understand that your 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 like yours; 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 help you 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
Tate & Tryon’s tax & compliance services offer assistance in the following areas:
INSIGHTS & RESOURCES
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We are Tate & Tryon; CPAs exclusively serving nonprofits worldwide with insights that count.
Exempt Organization Tax — 12/19/2016
By: R. Michael Sorrells, CPA
In most years the Internal Revenue Service releases its work plan for Exempt Organizations, Government Entities and Employer Plans. This document summarizes its major activities and accomplishments in the sector for the prior year and discusses plans for the upcoming year, including information about its audit focus, determination and ruling processes, and […]
This tool contains sample elements that can be used in the creation of a document retention and destruction policy.
A sample self-assessment tool for nonprofit audit committee members to evaluate the effectiveness of the audit committee.
This sample Audit Committee Charter is intended to assist nonprofit audit committees in developing their own organization-specific charter.