Consulting & Compliance for
Tax Exempt and Charitable 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 Consulting & Compliance for Tax Exempt and Charitable Organizations includes:

  • Filing for determination of exempt status
  • Preparation of tax returns
  • Foundation and entity management
  • Private foundation and public charity issues
  • Charitable contribution planning
  • Split interest trusts
  • Charitable lead trusts (CLATS & CLUTS)
  • Charitable remainder trusts (CRATS & CRUTS)
  • Planning for unrelated business income

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