Advising Nonprofits on
Tax, Compliance & Operational Issues
I provide consulting for all types of nonprofit and tax-exempt organizations at every lifecycle stage. Assistance is available to form the nonprofit, secure tax-exempt status, file annual information returns, register for charitable solicitation and advise on governance, joint ventures, fundraising and volunteer programs, among other issues.
I am interested in discovering what inspires your nonprofit organization. Then I will help you apply the often complex tax-exempt rules to real world everyday operations and strategic decisions.
I can provide seamless tax and legal support for your organization so you can fulfill your mission effectively.
I have served on nonprofit boards and as a volunteer for numerous organizations so I know the hard work and dedication it takes to run a nonprofit. In particular, I love working with military-related nonprofits that encourage volunteerism, community philanthropy and increased opportunities for military spouses.
Formation, Operations, Filings, and More
Advice is available on the tax implications of every decision your nonprofit makes, from startup through annual return filings and beyond.
Formation & Operational Decisions
Handling Issues Over The
Supporting the mission of nonprofit clients by analyzing and recommending solutions to formation, compliance, and tax return issues at both federal and state levels.
When Issues Go Beyond Just Tax...
As an attorney with an LLM in Tax and an extensive background in litigation, I have the legal skills to handle research, analysis and opinions in order to represent your nonprofit when you need to make important decisions or when trouble arises.
Forming a US-Based Nonprofit
Federal and State Tax
Information Returns & Annual Filings
Providing end-to-end federal and state tax filing services, from Form 990-series filings to state annual returns and registration paperwork.