In recent years, the IRS has increased its scrutiny of not-for-profits’ unrelated business income (UBI). Dividends, interest, rents, annuities and other investment income generally are excluded when calculating unrelated business income tax (UBIT). However, there are two exceptions where such income is taxable. 1. Debt-financed...
Tax Services for Businesses, Individuals and Nonprofit Organizations
We believe a tax accountant must be more than a historian. A tax accountant must be a forward-thinking planner. Our comprehensive tax services begin with assisting you in meeting your filing requirements, but then we look beyond mere compliance to the overall tax strategy. We have found that our clients value this proactive, forward-looking approach.
Tax Planning and Consulting
We offer consultation on a broad array of tax matters. In our role as your advocate, our goal is to assist in selecting the best alternatives from the host of viable tax strategies. Some of our services include:
We have the tools and expertise to prepare virtually any tax return, and most can be filed electronically with the taxing authorities. Tax compliance services include the preparation of both federal and state returns for:
Our web-based Private Folders allow you to securely access drafts of tax returns in order to review them prior to e-filing. In addition to fast delivery, this method of transmission is more secure than email or faxing.
Taxing authorities, such as Internal Revenue Service, are now auditing more returns than in previous years. All signs indicate this trend will continue. We provide you audit support, should your return be selected for examination.