Nonprofit Tax Consulting

The financial expertise to support your mission

BerryDunn’s nonprofit tax team works exclusively with tax-exempt organizations throughout New England and beyond. We understand and embrace the unique challenges faced by nonprofits—and recognize the vital importance of putting the mission first. Our team has deep expertise in partnering with nonprofits to develop comprehensive, coordinated, and compliant tax strategies.

Services

The BerryDunn nonprofit tax team offers a full range of tax consulting, compliance, and education services for exempt organizations like yours.

Tax consulting

Tax compliance

Tax education

Tax consulting

Nonprofit tax has unique complexities and ever-changing regulations. Our team works with nonprofits of all sizes, every day, all year long. We help you navigate the nuances, positioning you to make the best decisions for your organization.

Unrelated Business Income (UBI) tax

We help you distinguish tax-exempt revenue from UBI, protecting your tax-exempt status and informing your revenue decisions.

Conflict of interest reviews

Our team works with you to identify and avoid potential conflicts between your organization and your board.

Multi-entity planning

We advise on the risks and benefits of a multi-entity corporate structure, and help you decide if it’s right for your organization.

501(r) consulting

We work with tax-exempt hospitals in a mock audit setting to help ensure compliance with 501(r) regulations.

Alternative investments

We help you understand the impact of foreign activities and investments, including foreign reporting requirements.

Audit representation

We stand by you in the event of an IRS or state audit, guiding you through the process each step of the way.

Tax compliance

We know that compliance for tax-exempt organizations goes beyond filing a Form 990. Our nonprofit tax experts know the ins and outs of staying compliant with issues unique to you, including unrelated business income and foreign investments.

IRS Forms 990 and 990T

We don’t just “check the box” when it comes to filing your Form 990. We partner with you in using it as a strategic tool.

Unrelated Business Income (UBI) tax

We help you navigate the rules that distinguish tax-exempt revenue from UBI and help ensure that your reporting is accurate.

State and local tax returns

We know that UBI tax issues go beyond the federal level, and will prepare state and local tax filings when needed.

Foreign tax reporting

Our team understands the impact of alternative investments and will guide you through required reporting requirements.

Contract review

Our team will review royalty, affinity, and sponsorship contracts to help you comply with UBI rules.

Tax education

Our team goes beyond the tax and compliance work we do for your organization. We are here as your guides to help you, your management, and your board understand the details you need to know to make strategic financial decisions to enable your mission.

Management training

Our team is skilled at preparing clear and concise trainings for management and across the organization.

Board training

We educate boards on how to fulfill their fiduciary responsibility, and provide guidance on board governance.

Benefits of nonprofit tax consulting with BerryDunn

Customized solutions

We analyze the specifics of your operations and recommend proven solutions to meet your unique goals, needs, and preferences.

Industry expertise

Using our industry knowledge, we bring clarity to the complex challenges and opportunities facing nonprofits to help you make better-informed financial decisions.

Continuous support

We focus on fostering strong client relationships and are responsive to your evolving needs.

How BerryDunn can help

Our team brings a clear understanding of nonprofit funding, in-depth knowledge of complex compliance requirements, and the industry-specific knowledge necessary for accurate, complete financial reporting. As consultants to tax-exempt nonprofits of all sizes throughout the US, our team has a clear understanding of industry best practices.

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Colleges and Universities

Long-Term Care, Assisted Living and Senior Living

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Community Health Centers and Rural Health Clinics

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BerryDunn Listed in Boston Business Journal's Largest Massachusetts Accounting Firms

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Charitable organizations: Filing requirements of 501(c)(3) entities

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Nonprofit Insights April 2024

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"Families in Transition's relationship with BerryDunn is definitely viewed as a partnership! Not only does the staff help to make the audit and tax process as simple as possible, but the staff is always responsive to questions that may arise during the course of the year. Everyone that we have worked with at BerryDunn has always been professional and knowledgeable and makes us feel that our questions are important. FIT is happy to have had BerryDunn become part of the FIT family!"

Families in Transition

Nonprofit tax services

Guiding the nonprofits that strengthen our communities

The financial expertise to support your mission

Services

Tax consulting

Tax compliance

Tax education

Benefits of nonprofit tax consulting with BerryDunn

How BerryDunn can help

Meet our professionals

Industries we serve

Featured content

Articles

Podcasts

Press Releases

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