Nonprofit Tax Advisory Services
Optimize Financial Success so You Can Focus on Your Mission
Managing Tax and Compliance so You Can Serve Your Community
From increased donor and grant competition to ever-changing compliance requirements and the unique demands of nonprofit tax planning and reporting, running a nonprofit comes with distinct challenges. And, as a nonprofit executive, you’re expected to manage the day-to-day operations of your organization while ensuring your programs deliver the greatest possible benefit to your community. With responsibilities ranging from annual returns and payroll tax filings to entity formation and private foundation planning, it can be difficult to stay ahead of every requirement on your own.
At RKL, we have a deep bench of advisors who are passionate about helping you serve your community. We offer a wide range of nonprofit tax advisory services to support your tax planning and compliance needs, so you can focus on what’s next for your organization and community.
Contact Us
Nonprofit Tax Services for Your Organization
Consultation
- Form 1023
- Form 1024
- State registrations
Annual return preparation
- Form 990
- Form 990-T
- Form 990-PF
Additional tax services
- Assistance with federal and state tax credit programs
- Payroll tax filings
- Sales tax exemption filings
- Quarterly planning for private foundations
- IRC §501(h) elections
- Unrelated Business Income planning and structuring
- Special Purpose Entities
- International Tax
Why Choose RKL for Your Nonprofit Tax Advisory Needs?
Unparalleled nonprofit advisory services expertise. Our experience living and working in the communities you serve, as well as working more than 500 nonprofit organizations like yours, means we understand your organization’s unique needs and goals. We offer proactive guidance and expertise across the whole organization to deliver value beyond nonprofit tax services and compliance, helping you make informed decisions and drive sustainability.
Focus on what matters most. Our expert advisors offer a full scope of nonprofit tax services and compliance services so you can focus on what you do best: make your community a better place to live, work and play. We can help you establish an entity and file your annual returns and payroll tax while guiding you through state and federal tax credit programs and IRC §501(h) Elections.
Dedicated advisors. With RKL, you can feel comfortable letting go of the burdens of tax and compliance requirements so you can focus on mission-critical work. You can tap into top nonprofit tax and compliance experts who are just as passionate about the community as you are. With our values of Bold, Collaborative and Caring always at the forefront of what we do, our expert advisors believe in making our communities stronger. And that starts with you.
Frequently Asked Questions
What nonprofit tax services do you offer?
We can help you establish an entity; file your annual tax returns, payroll taxes and sales tax exemption; assist with federal and state tax credit programs; support quarterly planning for private foundations; and more. Contact us today for more information.
What is your experience working with nonprofit organizations?
Our nonprofit team stands apart for their dedication to mission-driven organizations, serving more than 500 associations, health and welfare organizations, colleges, cultural and arts organizations, social service agencies, religious groups and more. The team has unmatched industry-specific tax and accounting knowledge and experience. Working exclusively with nonprofits, they are allies in helping you connect with resources, implement best practices and achieve your mission.
Are you familiar with nonprofit accounting regulations and standards?
Yes. Our experts stay up to date on evolving nonprofit accounting regulations and standards and are always prepared to help your organization at any stage.
What annual tax filings are required for my organization?
You must file the appropriate Form 990 (990-N, 990-EZ, or 990-Long Form) based on your organization’s gross receipts and assets. RKL’s tax experts will help you ensure you meet all tax filing and compliance requirements. Contact us today for help with nonprofit tax services and filing your tax returns.
Do you offer additional services aside from tax and compliance?
Yes. We offer a wide range of nonprofit advisory services to help every aspect of your organization run smoothly. Visit our Nonprofit Advisory Services homepage for more information and to see everything we have to offer.