Consulting & Compliance for Exempt Organizations

Tax-exempt organizations face a unique set of challenges and requirements under state and federal laws. Establishing and maintaining compliance with these laws is a key factor in preserving tax-exempt status. Therefore, careful attention to all the intricate details that compliance entails is essential to the continued success of your organization.

We take a different approach to providing tax planning and accounting services for exempt organizations. By partnering with The Tax Warriors® for your tax-exempt organization’s consulting and compliance needs, you ensure that you have a team of skilled and knowledgeable guides by your side every step of the way. Our tax-exempt organization consulting & compliance services include:
  • Filing for Determination of Exempt Status
  • Preparation of Tax Returns
  • Planning for Unrelated Business Income
  • Private Foundation and Public Charity Issues
  • Foundation and Entity Management
  • Charitable Contribution Planning
  • Split Interest Trusts
  • Charitable Lead Trusts (CLATS & CLUTS)
  • Charitable Remainder Trusts (CRATS & CRUTS)

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