Printer Friendly VersionTax Exempt Organizations
MBAF has extensive experience with tax exempt organizations. We work closely with clients to insure that the entities are compliant with federal and state operational and reporting requirements. Tax exempt organizations have philanthropic goals that must be merged with complex tax laws and regulations. Our tax professionals have the knowledge and creativity to assist you with challenging situations facing your nonprofit . We will assist you with the most efficient way to structure and manage your organization.
Planning and timely financial reporting are critical to sucess. We offer our clients the security and confidence that your nonprofit tax returns and compliance reporting have been prepared and evaluated by professionals with vast technical knowledge and experience in the nonprofit area.
Our firm’s tax exempt services focus on the unique needs of nonprofit organizations which include:
- Philanthropic Planning
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Gifting and estate planning strategies
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Planned giving and fundraising
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Charitable planning utilizing Charitable Remainder Trusts, Charitable Lead Trusts and Private Foundations
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- Private Foundations and Public Charities
- Preparation and filing of the application for tax exemption and the preservation of tax exempt status
- Review of organization to oversee full compliance with regard to the rules on prohibited transactions such as self dealing and excess business holdings.
- Accounting services and preparation of federal and state tax returns
- Tax Planning and Consultation
- Lobbying
- Internal Revenue Service and state tax examinations
- Tax compliance check-up and review of activities for unrelated business income
- Plan Giving and Fundraising
MBAF is independently ranked as one of the top 40 public accounting and consulting firms in the nation and as the largest Florida-based in the state.
MBAF's hallmark is the hands-on approach to service of its professional team of CPAs and consultants based on their ample business experience, broad industry knowledge and latest technical expertise.
MBAF provides a full range of services in audit, tax & accounting, litigation support & business valuation, and technology consulting .
Clients served include private and public corporate entities, entrepreneurs, nonprofit organizations and wealthy individuals and families.
