Non-profit tax preparation

Tax preparation for non-profit organizations

Non-profit organizations have their own reporting requirements and their own standards for keeping tax-exempt status. Gregg prepares returns and provides ongoing guidance so your organization stays compliant, manages its finances well, and keeps its attention on the mission.

Services include

• Form 990 preparation and filing. Accurate, timely completion of Form 990, 990-EZ, or 990-N, depending on your organization’s size.
• Exempt status compliance. Guidance that helps your organization maintain its tax-exempt standing.
• Unrelated business income. Identifying and reporting income from activities outside your exempt purpose.
• Grant and donation reporting. Proper documentation of grants, contributions, and fundraising income.
• State and local compliance. State and local filings, including sales tax exemptions where they apply.

Organizations Gregg serves

• Charitable organizations
• Educational institutions
• Religious organizations
• Social advocacy groups
• Foundations and trusts

Year-round guidance

• Record-keeping practices that make annual reporting straightforward.
• Updates on tax law changes that affect non-profits.
• Strategies that strengthen financial transparency and accountability.

Why organizations choose Gregg

• Extensive experience. Decades of tax work, including the specific requirements non-profits face.
• Personal service. Gregg takes time to understand your mission and your board’s goals.
• Timely, accurate filing. Returns filed on schedule that help your organization meet its reporting obligations.