Cloud-Based
20 Years Experience
Woman-Owned

Nonprofit Law

Advising Nonprofits on Tax, Compliance & Operational Issues

McPhillips Law advises all types of nonprofit and tax-exempt organizations at every lifecycle stage.  The firm provides seamless tax and legal support so that the nonprofit organization can fulfill its mission effectively.

Assistance is available to form the nonprofit entity, secure tax-exempt status, file annual information returns, and comply with charitable solicitation and other state regulatory requirements.  In addition, the firm advises nonprofits on governance issues, joint ventures, fundraising and volunteer programs.

Candice has served on nonprofit boards and as a volunteer for numerous nonprofits.  In particular, Candice enjoys working with military-related nonprofits that encourage volunteerism, community philanthropy and increased leadership opportunities for military spouses.  Having lived overseas, Candice is also familiar with the unique issues faced by U.S. tax-exempt organizations operating overseas and can provide critical guidance on operating globally. 

Formation, Operations, Filings & More

The firm advises nonprofits on the tax and legal implications of every decision the nonprofit makes, from startup through annual return filings and beyond.

Nonprofit

Formation

Applying for tax-exempt status, examining state and local filing requirements, and filing required tax and regulatory reports.

Operations

Monitoring tax-exempt compliance, charitable solicitation registration, operational decisions, employment & payroll tax issues.

Tax Filings

Filing annual federal and state returns, audit representation, revocation & reinstatement issues.

Handling Issues Over the Nonprofit Lifecycle

Startup Issues

Guiding nonprofits through idea formation, entity selection, state and federal exemption requirements, and governance documentation issues.

State entity and incorporation

Governance documents

Federal and state tax-exemption filings

State and local registration requirements

Employment and compensation issues

Operational Issues

Analysis and recommendations for operational decisions and compliance issues.

Charitable solicitation registration

Donor disclosure requirements

Unrelated business income issues

Excess benefit transaction analysis

Volunteer program management

Online fundraising and professional fundraisers

Federal and State Filings

Providing end-to-end federal and state tax filing services, from Form 990-series filings to state annual returns and registration paperwork.

Federal tax-exempt organization filings (Form 990-series)

State annual returns

State and local registration filings

Fixing revocation and reinstatement issues

Late and amended returns

Audit representation

Operating a U.S.-Based Nonprofit Overseas

1. Tax-Exempt Status

Assistance in navigating the tax-exempt filing process from overseas locations.

2. Overseas Activities

Analysis of federal and state implications of global nonprofit activities, including fundraising, employment, and scholarship issues.

3. Ongoing Compliance

Ongoing tax and legal compliance support for nonprofits operating globally.

Get in Touch!

Contact the firm to see if your project is a good match.

+1 703-343-9675

candice@mcphillipslawpllc.com

Become a Client

Looking for Nonprofit Law Advice?

candice@mcphillipslawpllc.com

Meet Candice

Candice McPhillips

Founder & Managing Attorney

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