Navigate Up
Sign In
Tax
From income tax preparation and planning, to tax research and nonprofit tax filings and returns, you'll benefit from a team of tax professionals who specialize in the not-for-profit industry.

Not For Profit Tax Returns

Meeting the tax needs of not-for-profits

Keeping you informed of recent and proposed tax legislation that may have an impact on your organization is our not-for-profit tax team's number one priority. Our goal is to help you become more financially viable through insightful tax planning and perceptive suggestions for improvements.

From income tax preparation and planning, to tax research and nonprofit tax returns and filings, you'll benefit from a team of tax professionals who specialize in the not-for-profit industry. We help not-for-profit organizations with structuring, including start-up entities and restructuring existing organizations. We can assist with nonprofit filings to obtain tax-exempt status, as well as compliance with excess benefit rules. Our experts also provide consulting, regarding not-for-profit tax returns and potential unrelated business income activities, including analysis to minimize tax effect. In addition, we can provide representation before the IRS and other taxing bodies relative to audits and other inquiries.

“Plante Moran’s financial expertise and keen understanding of our industry has helped us focus on effective strategies to meet the fiscal challenges facing organizations such as ours. John, our primary contact at Plante Moran, demonstrated excellent communication skills as he was able to explain complex financial matters to our board, regardless of their level of financial expertise.”

Niesa Halpern, Vice President and Chief Financial Officer, and David Gessner, Director of Finance and Accounting, National Board for Professional Teaching Standards, Arlington, VA