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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.

“As a nonprofit, long-term care provider, the Heinzerling Foundation searched for an accounting firm that had experience in our particular business and had an understanding of our relationships. After reviewing many accounting firms, Plante Moran was the only choice for us.”

John Taylor, CEO
Heinzerling Foundation, Columbus, Ohio