Tax Services for Nonprofits
Take the worry out of nonprofit tax compliance so you can focus on your mission.
Running a nonprofit is rewarding work. It’s also relentless. Between managing programs, meeting donor restrictions, navigating governance requirements, and keeping the lights on, tax compliance can feel like one more burden piled on an already stretched team. And unlike for-profit businesses, the stakes for your organization go beyond dollars and cents – a misstep with the IRS can threaten the tax-exempt status your mission depends on.
You didn’t get into this work to spend your time worrying about Form 990 schedules. We get that. And we’re here to help and provide insights where compliance intersects with sound operations
Recognize the Tax Challenges Facing Your Organization
Tax-exempt status is not a set-it-and-forget-it designation. The IRS, donors, the media, and the public all scrutinize how tax-exempt organizations operate and report their finances — and they expect transparency. At the same time, the regulatory landscape for nonprofits continues to grow more complex. If any of these situations sound familiar, you’re not alone:
- Your organization has expanded its revenue streams or accepted alternative investments, and you’re uncertain whether unrelated business income (UBI) tax obligations apply to you.
- You operate a private foundation and are navigating rules around investment income, required distributions, and self-dealing transactions.
- You’re concerned that a poorly prepared Form 990 — a public-facing document that donors, watchdog groups, and prospective board members read closely — could reflect poorly on your organization.
- You’ve had changes in executive compensation or governance structure and aren’t sure how they need to be reported.
- You simply don’t have the internal bandwidth to manage nonprofit tax compliance with the care and attention it requires.
These are real pressures, and they deserve more than a one-size-fits-all solution.
Connect with a Nonprofit Tax Professional
Nonprofit Tax Services from BPM
At BPM, our professionals work exclusively with tax-exempt organizations throughout the year – not just during filing season. We understand the nuances of nonprofit tax law, and we bring that knowledge to every engagement.
Form 990 and Form 990-PF Preparation
Accurate, thorough preparation of IRS Form 990 and Form 990-PF is the foundation of what we do for nonprofits. Whether you're a public charity, an association, a social welfare organization, or a private foundation, we manage the full preparation process — from gathering financial data and completing required schedules to reviewing executive compensation disclosures, public support test calculations and board review. We treat your Form 990 and 990-PF as the strategic document it is, not just a compliance checkbox.
Comprehensive Nonprofit Tax Compliance and Planning
Beyond annual return preparation, BPM supports your organization with a full range of nonprofit tax services, including unrelated business income (UBI) tax analysis and cost allocation, private foundation excise tax compliance, analysis of tax implications related to alternative and complex investments, IRS audit support and representation tax-exempt status assistance, and organizational structure consulting.
Year-Round Guidance You Can Count On
Tax questions don’t wait for due dates. Our team is available throughout the year to help you think through the tax implications of new initiatives, funding sources, and structural decisions before they become problems. We stay current on IRS guidance, Treasury regulations, legislative changes and state and local changes affecting tax-exempt organizations — and we keep you informed so you’re never caught off guard.
Working With Organizations Like Yours
We serve a wide range of tax-exempt organizations, including public charities, private foundations, trade and professional associations, social welfare organizations, and faith-based organizations. Whether you’re a small community-based nonprofit or a large multi-entity organization, we scale our approach to fit your needs.
If you’re looking for a tax advisor that understands the pressures you’re under and knows how to navigate nonprofit tax compliance with care and precision, we welcome the conversation.
Meet our Nonprofit Tax Leaders
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.