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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Exempt Organization Tax — 12/21/2017
By: Lisa Heller, Tax Senior Manager
At this writing, the Tax Cuts and Jobs Act is all but signed into law. With this new tax bill comes sweeping changes that potentially impact all U.S. taxpayers, including exempt organizations. For the most part, these changes will be effective for tax years beginning after 2017.
The full text of […]
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.