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Tax Services

Nonprofits

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.

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Our Approach

Serving You as You Serve Others

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
Helping You Further Your Mission
Form 990 Reporting and Disclosure
Form 990 Reporting and Disclosure
Charitable Registration
Charitable Registration
Hand Cash Icon
Unrelated Business Income (UBI) Tax
Multi-Entity Planning
Multi-Entity Planning
State and Local Tax Returns
State and Local Tax Returns
Sales/Use Tax
Sales/Use Tax
Property Tax
Property Tax
Exemptions (Forms 1023 and 1024)
Exemptions (Forms 1023 and 1024)
Fundraising and Internet Transaction Review
Fundraising and Internet Transaction Review
State Charitable Registration
State Charitable Registration
Contract Review
Contract Review
Planned Giving Policies
Planned Giving Policies
IRS Private Letter Ruling Requests
IRS Private Letter Ruling Requests
Nonprofit Symposium 2023
Event
Nonprofit Symposium 2023
There’s a crossroads of today and the future: it’s where your nonprofit faces the critical choices that will shape your destiny.
View the Symposium Recap
Experts
Katy Brown - Tax| Armanino
Partner
Katy Brown, CPA
Katy leads the Nonprofit Tax practice, a team of experts who work with tax-exempt organizations of all types.
San Francisco, CA
Matt Petroski, Partner, Tax - Armanino
Partner
Matt Petroski, JD, LLM, MBA
Matt is a nonprofit tax specialist who works with exempt organizations in a variety of capacities.
San Ramon, CA
Jennifer Vacha 1
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
Nonprofit Tax Accounting News & Tips
Blog articles
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
Regulatory and Industry News Alerts from Armanino
Article
Donate to Universities? What to Know About the Public University Research Infrastructure Credit
Taxpayers could claim the proposed credit for contributions to public universities’ research infrastructure projects.
October 07, 2021
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