Tax support that better serves your mission
Tax-exempt status is critical for nonprofits as they continue to work towards better support for their participants and members.
Staying ahead of tax obligations can help organizations prioritize mission-driven activities and minimize the risk of legal and financial complications. However, limited resources make navigating complex and ever-changing tax laws challenging.
Wipfli’s nonprofit specialty tax team is ready to assist you with extensive industry experience that helps you fully understand and address critical tax issues.
Why Wipfli?
We know that the right tax support and strategy are critical to achieving your mission. That’s why we apply a comprehensive approach to your tax challenges, built on years of collective tax law knowledge and tax preparation experience.
Whether you’re applying for tax-exempt status, analyzing unrestricted funding options or even training your staff, Wipfli’s tax services can help.
How we help you
Wipfli’s tax compliance and reporting services can help you achieve complete and accurate reporting to the IRS. Our team can help you with:
- Form 990 and ancillary reporting, including reporting for Form 990-T.
- IRS defense or representation for complex matters.
- State registration and compliance when seeking charitable dollars.
- 501(r) compliance for tax-exempt hospitals.
Wipfli can help you maximize your exempt status with support for applications, structuring multi-entity setup and reinstating tax-exempt status.
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.
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.
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.
Navigating new uncertainty
Stay ahead of potential policy changes and discover how nonprofits can adapt to the evolving regulatory landscape under the Trump administration.
