Minimize tax exposure and maximize impact
With unique tax needs, including the powerful, public-facing Form 990, taxes are both a challenge and an opportunity for nonprofit organizations.
Tax compliance and financial reporting can be complex and difficult to manage when you lack internal resources 鈥� especially when you have an international presence. However, the right strategy and credits can help you expand your impact and build a more sustainable organization.
Discover how your organization can balance compliance and opportunity with Wipfli鈥檚 nonprofit tax services.
Why Wipfli?
Wipfli takes a comprehensive approach to our tax services. Whether you need to justify your tax-exempt status, navigate international tax compliance or train staff, we offer support based on our extensive tax law knowledge and over 45 years of experience serving nonprofits.
We鈥檙e ready to help you manage tax compliance and strategy so that you can focus on your mission-driven work.
Our tax services for nonprofits include:
Specialty tax services
Wipfli applies our industry experience to help organizations navigate the complexities of nonprofit tax compliance. We focus on helping you achieve complete and accurate reporting, including support for Form 990 and 990-T, setup of tax-exempt status and IRS defense or representation.
Energy tax incentives
Wipfli鈥檚 team of architects, engineers and tax professionals is ready to help you maximize potential credits for your next energy project. From planning to filing, we help you navigate a wide range of credit opportunities, such as renewable energy tax credits, alternative fuel infrastructure tax credits and Section 179D.
International tax services
Increase your tax efficiency, mitigate risks and stay ahead of changing regulations with Wipfli鈥檚 international tax services. We help you expand your impact with services including international tax compliance, global mobility, transfer pricing and entity structuring and optimization.
Outsourced finance services
Access innovative yet practical financial management solutions for your back office. Wipfli鈥檚 team of advisors, accountants and financial specialists can perform the day-to-day functions of an in-house financial team without the associated costs and complexities. We can also help guide financial strategy at the highest levels of your organization with our outsourced CFO services.
Our team
Michael J. Peterson, CPA
Michael Peterson is a senior tax manager specializing in tax-exempt organizations. He works closely with healthcare, traditional nonprofits, private foundations and state chartered credit unions regarding tax planning and compliance. Whether preparing Form 990s, helping set up new tax-exempt organizations, or navigating the complex Internal Revenue Code applicable to tax-exempt organizations, Michael is concerned with providing the highest level of quality and service.
Solomon Mardakhaev, EA
Solomon Mardakhaev is a senior tax manager who has spent more than two decades in public accounting and specializes in providing tax compliance and consulting services to tax-exempt organizations. He assists his nonprofit clients — whic include public charities, NGOs, healthcare organizations, higher education institutions and foundations — navigate complex tax issues and ever-changing regulations.
Samantha L. Brunson, CPA
Sam Brunson is a manager in Wipfli’s tax practice. She provides assistance in the planning and preparation of business tax returns with a focus on nonprofit organizations.
Doug Kolker, CPA
With 20 years of experience, Doug Kolker leads Wipfli鈥檚 energy incentives team, focusing on the energy incentives from the Inflation Reduction Act of 2022. He is also responsible for the overall planning, organization, supervision and completion of client engagements.
