In The News

Tax Update  June 23, 2014
This article contains information pertaining to FBAR filings (due June 30, 2014) and PCORI fees (due July 31, 2014). Read More

NFP E-News Update  June 19, 2014
Some of the Latest Guidance for Tax Exempt Organizations from the Courts and IRS. This article includes information related to certain benefits extended to religious organizations, new regulations for tax exempt hospitals, and guidance for groups operated for the nonexempt purpose of raising funds for a for-profit entity. Read More

NFP E-News Update  June 12, 2014
The FASB is proposing the following changes to the financial statements for NFP organizations. The exposure draft is expected to be released in mid-2014 with the final Accounting Standards Update (ASU) likely issued in mid-2015. The effective date for this proposal is still uncertain at this time. We will keep you informed on how these changes will impact your organization. Read More


 


Resources [ Client Tax Organizer ]

 

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to us. Current clients should contact us to request a "pro forma" tax organizer that includes prior year information and carryover data.
The Client Tax Organizer is the last selection.