Nonprofit Tax Compliance and Tax Consultant
IRS Enrolled Agent with 20 years of experience in assisting the nonprofit community exclusively with their tax compliance and tax consulting needs; including but not limited to the following:
* Preparation of IRS such as Form 990, 990-EZ, 990-N and its related state tax filings
* IRS tax exemption applications Forms 1023/1024 under Internal Revenue Code section 501 (c)(3); 501(c)(4); 501(c)(5); 501(c)(6); 501(c)(7); and related state tax exemption
* Applications for sales tax exemption
* Assisting organizations revoked by the IRS in reapplying for tax exemption
* Successful abatements with IRS tax penalties relating to late filings of such forms
* Drafting policies and policies, such as Conflict of Interest Policy; Gift acceptance policies, whistleblower policies, document retention/destruction policies, etc.
* Drafting nonprofit business plans, visions, mission statements, and grant proposals
* Tax consulting issues re: unrelated business income, reasonable compensation, tax compliance issues and good governance practices