Our tax department has the expertise and knowledge to provide a variety of tax services for nonprofits with employee benefit plans including Form 5500 and 5500-SF compliance, filings with the Department of Labor, and employee benefit plan & executive compensation consulting/planning services (e.g., adhering to IRS rules and requirements regarding 457(b) and 457(f) non-qualified deferred compensation plans to avoid premature taxability to the participants).
Tax & Compliance Services
Tate & Tryon’s tax & compliance services offer assistance in the following areas:
INSIGHTS & RESOURCES
We’re here, so that you can take care of what matters, while we take care of what counts.
We are Tate & Tryon, CPAs exclusively serving nonprofits worldwide with insights that count.
Videos — 06/19/2019
Check out this short video featuring highlights from our attendance at the 2019 AICPA Not for Profit Industry conference on June 10-12th at the Marriott Wardman Park in Washington, DC.
Firm News — 05/30/2019
Insights — 05/30/2019
Help recognize the efforts and achievements of an exceptional CFO whose leadership has made an impact. Nominate a CFO for the 2019 Nonprofit CFO of the Year Awards. Winners will be formally recognized at the 2019 Nonprofit CFO of the Year Awards Luncheon on October 10, 2019 at the Capital Hilton in Washington DC.
Exempt Organization Tax — 05/29/2019
Insights — 05/29/2019
As states move to streamline their tax and reporting systems, more filings are being offered for submission through electronic channels such as state business portals. The District of Columbia has been no stranger to this phenomenon, with multiple portals available through their Office of Tax and Revenue (OTR), the Department of Consumer and Regulatory Affairs (DCRA), and the Department of Employment Services (DOES).
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.