Not-for-Profit Tax

Not-for-Profit Tax

Tax preparation and advisory services for Not-for-Profit organizations, including Form 990 filings, state compliance, and UBIT planning.

Financial Chart Display
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

Our experts combine decades of experience in Not-for-Profit Tax.

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.

keep scrolling

Consult with a trusted professional

Start a conversation focused on your specific needs and goals.

Start now
Person Typing on Laptop