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Nonprofit Tax Consultant

$85/hr Starting at $25

IRS Enrolled Agent with 20 years of experience in assisting the nonprofit community exclusively with their tax compliance and tax consulting needs. Services provided: * Preparation of IRS such as Form 990, 990-EZ, 990-N and its related state tax filings * IRS tax exemption applications Forms 1023/1024 under Internal Revenue Code section 501 (c)(3); 501(c)(4); 501(c)(5); 501(c)(6); 501(c)(7); and related state tax exemption * Applications for sales tax exemption * Assisting organizations revoked by the IRS in reapplying for tax exemption * Successful abatements with IRS tax penalties relating to late filings of such forms * Drafting policies and policies, such as Conflict of Interest Policy; Gift acceptance policies, whistleblower policies, document retention/destruction policies, etc. * Drafting nonprofit business plans, visions, mission statements, and strategies * Drafting of employment contracts, independent contract agreements, bylaws and other contracts * Tax consulting issues re: unrelated business income, reasonable compensation, tax compliance issues and good governance practices * Draft of Articles of Incorporation and bylaws in conformity with legal requirements * Assistance with creation of LLCs in compliance with state regulations * Research of grant-making opportunities (have access to a vast database providing grant awards); assistance with grant-making proposals and drafting/reviewing Non-profit Business Plans.

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$85/hr Ongoing

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IRS Enrolled Agent with 20 years of experience in assisting the nonprofit community exclusively with their tax compliance and tax consulting needs. Services provided: * Preparation of IRS such as Form 990, 990-EZ, 990-N and its related state tax filings * IRS tax exemption applications Forms 1023/1024 under Internal Revenue Code section 501 (c)(3); 501(c)(4); 501(c)(5); 501(c)(6); 501(c)(7); and related state tax exemption * Applications for sales tax exemption * Assisting organizations revoked by the IRS in reapplying for tax exemption * Successful abatements with IRS tax penalties relating to late filings of such forms * Drafting policies and policies, such as Conflict of Interest Policy; Gift acceptance policies, whistleblower policies, document retention/destruction policies, etc. * Drafting nonprofit business plans, visions, mission statements, and strategies * Drafting of employment contracts, independent contract agreements, bylaws and other contracts * Tax consulting issues re: unrelated business income, reasonable compensation, tax compliance issues and good governance practices * Draft of Articles of Incorporation and bylaws in conformity with legal requirements * Assistance with creation of LLCs in compliance with state regulations * Research of grant-making opportunities (have access to a vast database providing grant awards); assistance with grant-making proposals and drafting/reviewing Non-profit Business Plans.

Skills & Expertise

Article WritingConsultantContractsDraftingGrant WritingIncorporationLegalNon Profit ConsultingProposal WritingResearchTax Services

1 Reviews

  • The Dr. Annise Mabry Foundation says,

    I needed help creating a nonprofit business plan from a template based business plan. While it is true that a lot of people advertise "I can help write your business plan" few people understand the true requirements of a nonprofit business plan. Trust me when I tell you there are significant differences that unless you operate in this element you don't know what they are (and no a business plan nonprofit template is not going to get the job done). Elizabeth did an incredible job of walking me through the process and gave me lots of good insight.

    for Review/Feedback for 501c3 business plan on Jan 26, 2017