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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.

“What I’ve found with Plante & Moran versus some of the larger firms is that they’re more than competitive with their fee structure and available to answer questions throughout the year, not just when they’re here doing the audit. And they truly want their clients to succeed. They go above and beyond the prescribed contract to build relationships and allow both organizations to excel in their respective fields.”

Bob Dills, CFO,
American Red Cross, Greater Cleveland Chapter, Cleveland OH