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Tax, audit, & advisory services for nonprofits. Professionals who understand your challenges & can help you reach your goals.

Help drive your mission and plan for the future with FORVIS’ nonprofit knowledge and experience.

Our professionals support nonprofit management teams, boards, and audit committees with strategies surrounding revenue sources and operational efficiency while upholding donor trust in your ability to carry out the organizational mission.

We know nonprofits come in a multitude of shapes and sizes. FORVIS can leverage experience with a wide variety of nonprofit organizations to help you stay on track and reach your goals. Some of the types of organizations that we work with are:

  • Membership Organizations including: Professional Associations, Chambers of Commerce, Country Clubs, Unions & Employment Organizations
  • Foundations: Public, Community, Private & Family
  • Religious Organizations & Religious Affiliates
  • Community & Social Service Agencies
  • Cultural Arts: Museums, Fine Arts Programs, Theatres
  • Educational Institutions: Primary/Secondary (Private, Districts, Charter), Higher Education
  • Social Welfare Organizations
  • Public Co-ops
  • Employee Benefit Plans

We pride ourselves on working with nonprofits and their boards to provide a greater understanding of their financial resources and the risks they face. We understand your challenges and stay current on industry and regulatory changes that affect organizations like yours. The world is fast-moving, which is why we aim to provide proactive ideas ahead of your needs and work to develop innovative approaches to address issues you face.

2023 State of the Nonprofit Sector Report

This year’s report takes a deep dive into the industry, exploring how nonprofits are meeting urgent needs while adjusting to persisting global crises.

Download Your Copy



Our team has the knowledge and on-the-ground experience to understand your funding sources and implement effective auditing and reporting. We view our role as business advisors while maintaining independence and objectivity to be one of our most important services.

Nonprofit organizations are faced with challenges, including increased regulation, heightened media scrutiny of organizational finances, and mounting stressors due to economic conditions. At the same time, they must take steps to help ensure they maintain their tax-exempt status, develop ways to increase revenue sources, maintain the public’s trust in their ability to provide services and programs, and show that funds are being spent wisely and appropriately.

FORVIS assists nonprofit organizations with audit, accounting, and assurance needs:

  • Financial Statement Audits & Reviews
  • Uniform Guidance/Single Audit & HUD
  • Internal Auditing & Internal Controls
  • New Accounting Standard Implementation
  • Agreed-Upon Procedures
  • Employee Benefit Plan Audits
  • Compilations, Preparations, & Accounting Assistance


Our tax services professionals work closely with clients to provide a thorough understanding of critical issues while offering practical insights and strategies. FORVIS has a dedicated group of tax professionals focused on providing quality professional tax services at a reasonable cost while helping address highly technical tax issues that specifically impact nonprofit organizations. We help clients with tax-exempt status application and maintenance as well as preparation of exempt and corporate tax returns.

Inflation Reduction Act (IRA) Clean Energy Tax Credits

To further promote new clean energy investments, the IRA allows direct payments from the IRS to specified entities, including nonprofit organizations, of clean energy tax credits, simplifying access to key incentives that support the environment. FORVIS professionals can work with your organization to identify tax credit opportunities under the Inflation Reduction Act, quantify the potential financial impact of these tax incentives, and help your organization stay in compliance if you claim any of these credits or deductions.

FORVIS’ tax-exempt services include:

  • Form 990 Preparation or Review
  • Unrelated Business Income (UBI) Consulting
  • Tax Risk Assessments
  • IRS Examination Representation
  • Transfer Pricing Studies
  • Foreign Withholding Tax Assessment
  • Foreign Reporting
  • Calculation on Tax-Exempt Bond Issues
  • Private Foundation Compliance & Consulting
  • Community Benefit Compliance
  • New Business and Joint Venture Consulting
  • Welfare Benefit Plan Compliance & Consulting
  • Risk Analysis Associated with Board of Director Membership


Our nonprofit team at FORVIS performs advisory engagements for many nonprofit entities and their affiliates. Our team is available to work with your organization through any board education or presentations at the organization’s request. We will serve in the capacity that best fits your needs.

  • Strategic Financial Outsourcing & Accounting Support
  • Financial & Operational Assessments
  • Budget & Cash Flow Planning
  • Grants Management & Compliance
  • Implementation of Accounting Standards
  • Policies, Procedures, & Processes
  • Job Succession Planning
  • Capacity Planning
  • Nonprofit Governance, Strategy, & Communication Services
  • Nonprofit Impact Studies & Organizational Assessments
  • Compensation Consulting Services
  • Cybersecurity & IT Risk
  • Fraud & Ethics Hotline
  • Technology Solutions
  • Environmental, Social, & Governance (ESG) Consulting 


Client Experience Stories

The American Board of Trial Advocates (ABOTA) Foundation looked to FORVIS during a transitional time for the nonprofit.

The exceptional manner in which they have streamlined all of our efforts to be able to report to our leadership in a consistent manner has given us a comfort level that you just can’t get from any organization."

Brian Tyson, Executive Director – ABOTA

Trusted Advisor

FORVIS’ Nonprofit team can provide solution-driven services to help you drive growth and make informed decisions.

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