Our goal is to help tell your story as a nonprofit organization to donors and granters, and one of the best ways to do this is by establishing credibility with accurate tax documentation. While not all nonprofits need tax planning, our CPAs specialize in all nonprofit tax strategy and are knowledgeable enough to determine if your organization could benefit from this service so you’re not wasting time or funds.

FEDERAL FORM 990
We have tax preparers that specialize in preparing and filing all 990 forms. Form 990 is a primary tool for prospective grantors and donors. Our role is to prepare a tax return that’s accurate so your nonprofit is appropriately represented to the public, donors, and granters.

FORMING YOUR NONPROFIT
Our experts can help you with creating your non-profit entity and filing for tax exempt status. Here’s how we do it: 1. Create the corporation 2. Obtain an EIN and 3. Apply for Tax Exempt Status.
Your organization’s information is available for public review. Our nonprofit tax services ensure your tax return information is accurate, promoting your nonprofit’s credibility.
Contact us today to discuss tax planning
Get in-touch with the Smith Marion & Co. team today to schedule your free consultation.