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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 Mazars 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 Mazars 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

Our Forvis Mazars 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 Mazars 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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