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Tax-Exempt

Dedicated services and exceptional insight to empower your tax-exempt's success.
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#2

Preparer of Form 990s*

83

Net Promoter Score®

Show your strength as a tax-exempt organization.

Safeguarding your tax-exempt status goes beyond reporting and compliance. Delayed filings, a lack of resources, and team turnover can put a strain on resources—all made more difficult by the continual evolution of exemptions and requirements.

Our team at FORVIS is committed to helping you navigate these challenges with confidence, by assisting with timely fillings, streamlined workflows, effective team augmentation, and more, so you can focus on your mission. Whether you’re a nonprofit organization, healthcare provider, or educational institution, we leverage industry-leading experience and innovative technology to deliver services unique to tax-exempt entities.

From form preparation and filing to risk assessment and consulting, our dedicated professionals are committed to your success. Thanks to the extensive volume of forms we prepare, we have uncommon insight into the industry. When you need more than tax assistance, we can tap into our extensive resources as a top 10 firm and connect you to the right professional.

Serving you is our passion and privilege. As part of our Unmatched Client Experience®, we listen actively to gain a deep understanding of your organization and work alongside you throughout the journey.

  • *According to 2023 Cause IQ data

How FORVIS Can Help

Strategy: Identifying tax opportunities and aligning tax strategies with organizational goals

Compliance: Performing tax-exempt risk assessments and preparing and reviewing tax returns

Consulting: Assisting with tax credits, unrelated business income, identification and analysis, compensation, excise tax, state and local tax, tax-exempt bonds, and more

Nonprofit

Maintaining compliance, filing on time, and leveraging tax-exempt status demands a team of professionals who can provide a range of tax-exempt services, including:

  • Form 990 Series Preparation or Review
  • Unrelated Business Income Consulting
  • Tax Risk Assessments
  • IRS Examination Representation
  • Transfer Pricing Studies
  • Foreign Reporting & Withholding Tax Assessment
  • State & Local Tax Consulting
  • Tax-Exempt Bond Consulting
  • Private Foundation Compliance & Consulting
  • New Business & Joint Venture Consulting
  • Executive Compensation & Excess Benefit Analysis
  • Payroll Tax Consulting
  • Form 1023 Preparation
  • Section 4960 Compliance & Consulting
  • Inflation Reduction Act Clean Energy Tax Credits

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Healthcare

Leverage a team of industry professionals who understand your unique revenue streams and compliance requirements. We can help you navigate the complexities of tax-exempt audits and filings. In addition to our general compliance and consulting services, we also can assist with:

  • 501(r) Education & Consulting
  • Community Health Needs Assessments
  • Community Benefit Consulting
  • Health System Structuring Consulting
  • Systemwide Compliance, Including Forms 1120, 1065, Etc.
  • Split-Dollar Life Insurance Consulting

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Education

From tax deductions to payroll and benefits, our team can help answer your questions and provide guidance on how to improve. In addition to our general compliance and consulting services, we also can assist with:

  • NIL Consulting
  • Inflation Reduction Act Clean Energy Tax Credits
  • Employment Tax & Benefit Consulting
  • Large Endowment & Alternative Investment Compliance & Consulting

Learn More

990 Exempt Vision

Streamline your Form 990 filing process to help improve accuracy and compliance.

This easy-to-use tool helps automate data integration, create frictionless workflows, and improves accurate completion of Form 990. Leverage built-in checks to navigate your information gathering and filing process with confidence.

990 Risk Report

Protect your organization from costly penalties and reputational damage with a 990 Risk Report—a valuable tool to help avoid risks and enhance organizational stability.

By pinpointing and evaluating potential threats, a 990 Risk Report can help you proactively address issues before they escalate.

Grant key stakeholders a better understanding of your organization's financial health and compliance posture. A timely 990 Risk Report can empower your tax-exempt organization, helping you improve financial stability, mitigate risks, and identify opportunities and enhancements, so you can focus on your core mission.

“Our FORVIS advisors have helped us with important issues over the past few years, including the unrelated business income tax on parking, compensation issues as we transition executive leadership, and navigating PPP forgiveness.”
– Sarah Lohe, Kansas City Symphony

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“The FORVIS tax team reviews our Form 990 and provides helpful and timely information on various tax matters affecting higher education institutions.”
– Marty Mickey, National Louis University
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