
Description
About the service
Tax preparation and advisory services for Not-for-Profit organizations, including Form 990 filings, state compliance, and UBIT planning.
Details
Not-for-Profit organizations face unique tax challenges that require specialized expertise. Our firm provides comprehensive tax preparation and advisory services to help your organization stay compliant. Our services include:
- Form 990 Preparation & Filing
Accurate preparation of Forms 990, 990-EZ, 990-PF, 990-N or 990-T.
- State Filing Compliance
Assistance with state charitable registration statements and other required filings.
- Unrelated Business Income Tax (UBIT)
Guidance and planning related to UBIT.
- Estimated Tax Payments
Calculate estimated tax payments in connection with the UBIT
- Tax Planning for Nonprofits
Strategies to maintain tax-exempt status or to minimize the UBIT.
Team

Daniel J. Rogers Jr. CPA, CMA, CFM, MST
Senior Partner

Kevin T. Rogers, CPA
Partner

Thomas C. Randecker, CPA

Kathlynn N. Farley, CPA

Mary K. McNutt
Accountant

Kara E. Care, CPA

Kristina K. Goss
Firm Administrator
Other Services
Strategic tax planning and compliance for businesses.
Accurate tax preparation and planning for individuals.
Specialized tax reporting for trusts and estates.
Assurance and financial reporting services.
Reliable payroll processing and compliance management.
Accurate bookkeeping and financial recordkeeping.
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