Nonprofit Tax Services - Returns, Filing, Form 990 | Armanino

Keeping your nonprofit strong doesn’t just benefit your organization, you also benefit the community you serve, as well as the specific populations and causes you support. We share your commitment and passion for the industry and offer a full range of services to help you pursue your mission more effectively.

Our Approach

From annual reporting and disclosures to tracking unrelated business income and multi-entity planning, nonprofit organizations wrestle with a wide variety of tax-related challenges. Lean on a dedicated nonprofit team who are among the nation’s foremost experts in supporting nonprofit organizations. We provide services designed to help you meet the full spectrum of challenges you face, addressing your concerns strategically and intentionally to effectively reduce risk and capture every opportunity to further your goals.

Services

Form 990 Reporting and Disclosure

Charitable Registration

Unrelated Business Income (UBI) Tax

Multi-Entity Planning

State and Local Tax Returns

Sales/Use Tax

Property Tax

Exemptions (Forms 1023 and 1024)

Fundraising and Internet Transaction Review

State Charitable Registration

Contract Review

Planned Giving Policies

IRS Private Letter Ruling Requests

Nonprofit Symposium 2023

Event

There’s a crossroads of today and the future: it’s where your nonprofit faces the critical choices that will shape your destiny.

Partner

Katy leads the Nonprofit Tax practice, a team of experts who work with tax-exempt organizations of all types.

San Francisco, CA

Partner

Matt is a nonprofit tax specialist who works with exempt organizations in a variety of capacities.

San Ramon, CA

Partner

Jennifer Vacha, Tax

Jen has more than 20 years of experience, specializing in nonprofit, individual and small business returns.

St. Louis, MO

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Resources

Building Future-Proof Foundations: Insights for Family Offices and Corporate Foundation Managers

Webinar

Future-Proof Foundations: Insights for Family Offices and Corporate Foundation Managers

Gain the tools to navigate the complexities of foundation management.

December 4, 2024 | 10:00 AM - 11:00 AM PT

How to Evaluate a Nonprofit Before Donating

Article

How to Evaluate a Nonprofit Before Donating

Make sure you understand the key financial ratios and other considerations when performing your financial due diligence.

August 17, 2023

Regulatory and Industry News Alerts from Armanino

Article

What Nonprofits Should Know About Accounting for the Employee Retention Credit

Here’s how to avoid noncompliance, plus tips for reporting the ERC on financial statements.

May 25, 2022

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Need to Talk?

If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.