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.
Exempt Organization Tax — 04/03/2019
Insights — 04/03/2019
IRS is no longer mailing lists of parent and subsidiary accounts to central organizations (group ruling holders) for verification and return. Group ruling holders must now provide their own updates.
Insights — 03/28/2019
Videos — 03/28/2019
Since 1993, Tate & Tryon has been delivering trusted audit, tax, outsourced accounting, and technology services exclusively to nonprofit organizations. But there’s so much more to Tate & Tryon. See why more than 600 nonprofit organizations have chosen Tate & Tryon as a trusted advisor and partner to help them succeed.
Videos — 03/21/2019
In this video, you’ll hear from a number of our staff members who share their thoughts about why they enjoy working at T&T and what it means to be part of our talented, dynamic team of nonprofit experts!
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.