Nonprofit Tax Services
Nonprofit Tax Services
Nonprofit Tax Services to Help You Stay Compliant and Focused on Your Mission
Supporting Nonprofits with Strategic Tax Guidance
Running a nonprofit means wearing many hats. You’re serving your community, fundraising, managing operations, and staying compliant with state and federal regulations. One of the most critical—but often overlooked—responsibilities is managing your organization’s tax filings and reporting requirements.
At Smaart, we specialize in helping small to mid-sized nonprofits stay financially organized, IRS-compliant, and tax-efficient. Our nonprofit tax services are designed to support you with clarity, accuracy, and strategic insights so you can focus on what truly matters: your mission.
Why Nonprofit Tax Compliance Matters
Just because your organization is tax-exempt doesn’t mean you’re exempt from filing. In fact, nonprofits face strict guidelines that, if ignored, can jeopardize their tax-exempt status. From annual Form 990 filings to state reporting and donor compliance, there’s a lot to stay on top of.
Our team ensures you meet all requirements, avoid penalties, and stay on the right side of the IRS. More than that, we help you use financial data to drive stronger decisions, maintain transparency with your board and donors, and strengthen your organization’s financial foundation.
Our Nonprofit Tax Services
We provide a full range of tax preparation and advisory services specifically tailored for nonprofit organizations, including:
Form 990 Preparation and Filing
Whether you need to file Form 990, 990-EZ, or 990-N, we handle the process from start to finish. We make sure every form is accurate, complete, and submitted on time, so you don’t have to worry about risking your tax-exempt status.
State Tax Filings and Renewals
Beyond the IRS, most states require annual charitable registrations, state-level tax filings, or renewals for nonprofit corporations. We manage all required state filings and keep track of deadlines across jurisdictions.
IRS Compliance and Audit Support
If your nonprofit receives an IRS notice or audit request, we’re here to represent you. Our team responds to IRS inquiries, prepares documentation, and guides you through the process, helping you avoid unnecessary stress or financial risk.
Unrelated Business Income Tax (UBIT) Analysis
Some nonprofit activities generate income that may be taxable. We help you identify potential UBIT issues and properly report them, while advising on how to structure programs to minimize tax exposure.
Strategic Tax Advising and Financial Reporting
We go beyond filing forms. Our nonprofit advisors offer year-round guidance on tax planning, program funding, and operational efficiency. Plus, we help you produce financial reports that satisfy board members, grant funders, and internal leadership.
Who We Help
We serve a wide range of nonprofit organizations, including:
- Charitable foundations and community organizations
- Faith-based organizations and churches
- Educational nonprofits and private schools
- Arts, cultural, and environmental groups
- Advocacy organizations and membership associations
Whether you’re just getting started or have been operating for years, Smaart can help you stay compliant, efficient, and financially sound.
What Makes Smaart Different
Many tax preparers aren’t familiar with the unique regulations that govern nonprofits. At Smaart, our team brings deep experience in nonprofit tax law, accounting, and strategy. We know how to navigate the complexities of nonprofit finance so you don’t have to.
- Personalized guidance for your specific mission and structure
Clear, timely communication with your team and board - Flat-rate pricing with no surprise fees
- Insight into financial health, not just tax compliance
- Integration with your bookkeeping and advisory services
Our goal is to make nonprofit tax season feel simple, not stressful—and to give you peace of mind that your filings are handled correctly.
Let Us Help You Stay Focused on Your Impact
You’re working hard to make a difference. Let us work hard to keep your financial and tax obligations under control. With Smaart by your side, you’ll be better positioned to protect your tax-exempt status, satisfy donors, and build a strong foundation for future growth.
Reach out today to schedule a free consultation and learn how our nonprofit tax services can support your mission.
Let’s Talk About Your Nonprofit’s Tax Needs
Your mission deserves the right financial support. With Smaart’s Nonprofit Tax Services, you get expert tax preparation, compliance support, and strategic insights tailored specifically to the nonprofit world.
Contact us today to schedule a consultation and find out how we can support your organization’s success.
FAQs About Nonprofit Tax Services
Form 990 is the annual tax return required by the IRS for most tax-exempt organizations. It provides financial information about your nonprofit and helps maintain your tax-exempt status. Filing late or not at all can lead to penalties or revocation of your exemption.
Yes. Even small nonprofits must file Form 990-N, also called the e-Postcard, if their gross receipts are $50,000 or less. Smaart can help you determine which version of Form 990 is required and make sure you’re filing correctly.
That income may be subject to Unrelated Business Income Tax (UBIT). We help you understand what qualifies, how to report it, and how to structure your operations to avoid unnecessary taxes.
Yes. Many nonprofits operate in more than one state and are required to register or file in each one. We help track state-specific deadlines and file the necessary documents to keep your nonprofit in good standing.
Absolutely. If you’re just launching a nonprofit, we can help you apply for 501(c)(3) status, file your initial IRS forms, and establish proper financial systems from day one.
