Nonprofit Tax

Your nonprofit organization has unique tax needs. Cherry Bekaert provides nonprofit tax services aimed at helping tax-exempt entities successfully navigate an evolving operational and regulatory environment.

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Need Assistance With Your Not-for-Profit Tax Returns? 

As a Not-for-Profit organization, you have unique tax needs that require specialized knowledge. At Cherry Bekaert, we understand the challenges that tax-exempt entities face in navigating an evolving regulatory environment. That's why we offer a range of tax services specifically tailored to meet the needs of Not-for-Profit organizations. Our team of tax professionals has deep knowledge and experience in providing tax services to tax-exempt entities.

Whether you need assistance with preparing your not-for-profit tax returns, navigating complex tax regulations, or developing tax strategies that help you achieve your mission while maximizing your tax benefits, we are here to help. Our focus on quality, accuracy, and timely service means that you can trust us to provide the professional tax advice and support that your organization needs to succeed.

Take Control of Your Nonprofit’s Tax Strategy

By taking a proactive approach to your nonprofit’s tax strategy, you can maximize savings, stay compliant, and make the most of your resources.

Explore Our Not-for-Profit Tax Services

Executive & Employee Compensation

  • Executive Compensation Planning
  • Payroll & Fringe Benefit Reviews

Tax-Exempt Status & Charitable Giving

  • Assistance With Obtaining & Maintaining Tax-Exempt Status
  • Charitable Giving & Planned Giving Strategies
  • Public Charity Status Redetermination Requests
  • Private Letter Ruling Requests
  • Charitable Solicitation Registration & Renewal

Tax Planning for Special Situations

  • Private Use Analysis for Tax-Exempt Bonds
  • Formation of Taxable and Non-Taxable Subsidiaries
  • Mergers & Acquisitions
  • Joint Venture Structuring
  • International Tax Compliance
  • Planned Giving Advisory Services

Tax Compliance & Planning

  • Tax Return Preparation
  • Tax Planning & Strategy Development
  • Compliance With Federal, State, and Local Tax Laws
  • Unrelated Business Income Tax (UBIT) Planning & Compliance
  • Sales & Use Tax Compliance
  • Representation before the IRS & Other Tax Authorities
  • Form 990 Preparation & Review
  • Review of Accounting Procedures for Compliance With Tax Regulations

Executive & Employee Compensation

  • Executive Compensation Planning
  • Payroll & Fringe Benefit Reviews

Tax-Exempt Status & Charitable Giving

  • Assistance With Obtaining & Maintaining Tax-Exempt Status
  • Charitable Giving & Planned Giving Strategies
  • Public Charity Status Redetermination Requests
  • Private Letter Ruling Requests
  • Charitable Solicitation Registration & Renewal

Tax Planning for Special Situations

  • Private Use Analysis for Tax-Exempt Bonds
  • Formation of Taxable and Non-Taxable Subsidiaries
  • Mergers & Acquisitions
  • Joint Venture Structuring
  • International Tax Compliance
  • Planned Giving Advisory Services

Tax Compliance & Planning

  • Tax Return Preparation
  • Tax Planning & Strategy Development
  • Compliance With Federal, State, and Local Tax Laws
  • Unrelated Business Income Tax (UBIT) Planning & Compliance
  • Sales & Use Tax Compliance
  • Representation before the IRS & Other Tax Authorities
  • Form 990 Preparation & Review
  • Review of Accounting Procedures for Compliance With Tax Regulations
Case Study

New Markets Tax Credit Case Study for Safe Harbor

Discover how Cherry Bekaert utilized New Markets Tax Credits to help Safe Harbor expand services for domestic violence survivors in Greenville, SC.

Our Professionals

Connect With Us

Brian Moore

Tax Services Leader

Managing Partner, Cherry Bekaert Advisory LLC

Contact Our Nonprofit Tax Team