Tax Planning and Tax Compliance

For not-for-profit organizations, tax planning and tax compliance are more than financial tasks in an ever-changing regulatory environment. At Fontana CPAs, we help our clients stay compliant to their tax obligations, while unlocking future tax-saving opportunities through tax planning and expertise.

What Is Tax Planning?

Tax planning looks to the future. It involves a great understanding of tax laws making informed and strategic decisions throughout the year.

We assist our clients with:

• Protect your tax-exempt status
• Structure programs and activities to avoid unrelated business income tax (UBIT)
• Maximize the impact of donor contributions and grants
• Ensure you’re meeting public support tests and other IRS thresholds
• Prepare for long-term sustainability and growth

With thoughtful planning, Fontana CPAs help you make choices that align with IRS expectations and keep your organization financially healthy.

What Is Tax Compliance?

Tax compliance is the foundation of responsible financial management and making sure you are meeting the IRS’s requirements. Compliance protects your reputation and helps maintain the trust of your board, donors, and community.

We assist our clients with:

• Timely and accurate filing of annual forms like Form 990
• Proper documentation of donations, grants, and expenditures
• Adhering to state and federal filing requirements
• Ensure your financial reporting meets the standards expected by funders and the public.

At Fontana CPAs our firm ensures you stay in good standing with the IRS and other tax authorities by preparing accurate returns, managing deadlines, and identifying every allowable deduction available to your organization.

Contact Us for a FREE Initial Consultation

Or call us today at 727-799-9533 to discuss your not-for-profit or small business tax needs with an experienced CPA.