Tax-Exempt Return Preparation

With the exception of churches or some other very small organizations, tax-exempt entities must file annual tax returns with state and federal agencies. Non-profits are required to make significantly more disclosures than their for-profit counterparts, but smaller organizations may qualify to file a simplified return.

Our tax-exempt return preparation service can help you determine what filing obligations your organization has, prepare the appropriate forms and ensure proper disclosures and elections are made.

Exempt status only extends to activities approved for exemption. If your organization has income from activities other than those approved for the exemption, that income may be taxable. We can evaluate activities for Unrelated Business Taxable Income (UBTI). If we find that the organization has UBTI we can help compute the obligation, file the appropriate tax documents and look for opportunities to help you reduce your taxable income.

Our tax-exempt return preparation service can help with:

  • Determination of compliance obligations for your tax-exempt entity
  • Tax computation and form preparation
  • Determination of Unrelated Business Taxable Income (UBTI)
  • Representation for inquiries, audits and assessments

We are the non-profit experts. Call us today to find out more about how our tax-exempt return preparation services can benefit your organization.

Podraza CPA's tax-exempt return preparation service can help you determine what filing obligations your organization has, prepare the return and ensure proper disclosures and elections are made.