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.
Audit & Assurance — 12/11/2019
Preparing for your annual audit can be a bit of a juggling act as you work to close out the year, report preliminary financial results to your board and other constituents, while preparing for the audit. As you continue to prepare for your upcoming audit, here are several common areas to consider that hopefully will help facilitate a smooth audit, reduce any internal control findings, and minimize significant audit adjustments.
Exempt Organization Tax — 10/14/2019
On September 30, 2019, a federal judge struck down two provisions in a 2016 state ethics law in New York that required nonprofit organizations to disclose their donors in public filings with the state, citing first amendment violations.
Insights — 10/02/2019
Nonprofit Accounting-Tax-Technology — 10/02/2019
Podcasts — 10/02/2019
In this podcast, we discuss how charity watchdog organizations such as Charity Navigator, BBB Wise Giving Alliance, and GuideStar typically monitor and rate charitable organizations and what nonprofit leaders should be thinking about with respect to their organization’s ratings.
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.