Tax-Exempt Tax Strategies

Tax-exempt organizations face increasingly complex compliance issues. Using our extensive technical knowledge and broad experience in the tax-exempt sector, SBC assists associations, foundations, charities, hospitals, schools and other 501(c) entities with their tax compliance issues. Our professionals provide guidance and planning to help these organizations maintain exempt status, minimize taxes and comply with the applicable federal and state laws and regulations.

Our goal is to ensure both quality and service for clients in need of:

  • Internet transactions
  • Planned giving
  • Unrelated Business Income Tax (UBIT)
  • Preparation of IRS Forms 990 and 990T
  • State tax returns required for income, sales, use or property taxes
  • Application for Exemption Forms 1023 or 1024
  • State charitable registration and/or annual filing
  • Leadership

    Our team strives to provide outstanding client service using industry and business knowledge to effectively and creatively meet clients’ needs..
  • Commercial

    Our goal when working with commercial organizations is to help you expand while increasing production with accountancy and advisory services, as we've done for Fortune 500 clients in the United States and around the world.
  • Public Sector

    We assist governmental organizations in developing strategies to improve efficiency and effectiveness, identifying risks, ensuring efficient use of resources, and meeting operational requirements.
  • Tax Exempt

    SBC combines extensive experience serving nonprofit clients with industry leadership and insight to address the nuances of tax exempt financial and operational management.