This publicly-available document is far more than a financial report – it provides extensive detail on your programs and operations; with a distinct focus on your governance policies, compensation practices, and foreign activities. Because it’s available at the click of a mouse, the Form 990 has become a primary source of information for regulators, the press, and the public.

Tate & Tryon is well-versed in Form 990 best practices, but we also know the pitfalls, and can help you avoid them. We pride ourselves on working closely with our clients and addressing their Form 990 questions with care. We will give your Form 990 the personalized and professional attention it deserves.

 

In addition to Form 990, our related compliance services include:

  • Forms 990, 990-T, 990-EZ, 990-PF, and 990-N

 

  • Federal and State Examination Assistance: Tate & Tryon assists nonprofits that have been selected for examination by the IRS or state taxing authorities – providing strategic advice, responding to document requests, and discussing issues with exam agents.

 

  • Exemption Application Preparation: Tate & Tryon prepares Forms 1023 and 1024, to assist organizations in obtaining Federal tax exemption. We also prepare state exemption applications for those jurisdictions that do not automatically recognize Federal tax exemption.

 

Form 990 Resources: 

INSIGHTS & RESOURCES

Modernizing the Budgeting, Planning and Forecasting Process

Posted on , updated on

Exempt Organization Tax08/06/2019

Insights08/06/2019

Nonprofit Accounting-Tax-Technology08/06/2019

Podcasts08/06/2019

In this episode of our Nonprofit Knowledge Center podcast series, we discuss how nonprofits are using technology to modernize the budgeting, planning and forecasting process.

Highlights from the 7th Annual Higher Education Taxation Institute

Posted on , updated on

Exempt Organization Tax07/22/2019

Insights07/22/2019

Nonprofit Accounting-Tax-Technology07/22/2019

Podcasts07/22/2019

In this podcast, T&T Tax Principal Mike Sorrells joins Laura Kalick, Esq. to discuss highlights and key takeaways from the 7th Annual Higher Education Taxation Institute.

Resources Center