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Tax Services

BMWL delivers a full suite of tax services tailored to the needs of nonprofit organizations, ensuring compliance and support at the federal, state, and local levels. Our team of experienced tax professionals understands the unique operational and regulatory challenges nonprofits face, and we’re equipped to provide our clients with strategic guidance and hands-on support.

From navigating complex tax issues to ensuring accurate filings and compliance, BMWL offers one of the most comprehensive arrays of nonprofit tax services available in the United States.

Our relationship with BMWL has made a massive difference for our mission agency in helping us with ministry-specific accounting and tax issues! We highly recommend BMWL to other Christ-centered missionary sending organizations. - Joe Masshardt, Controller • ABWE International, Inc.

Explore Our Tax Service Offerings

  • BMWL’s Tax Advisory Services provide strategic guidance to help nonprofit organizations navigate complex tax issues and make informed decisions. Our team offers in-depth insight into areas such as organizational structure, compensation setting, and risk mitigation, which helps to ensure your nonprofit remains aligned with best practices and IRS expectations.

    Our specialized tax advisory offerings include:

    • Protecting your exempt status

    • Professional representation before the IRS and other tax authorities

    • Addressing unrelated business income issues

    • Use of subsidiaries and limited liability companies (LLCs)

    • Executive compensation-setting practices

    • Properly handling conflicts of interest

    • Safely engaging in transactions with related parties

    • Tax implications associated with intellectual property matters

    • Identifying and obtaining state and local tax exemptions

    • Identifying and obtaining Form 990 filing exemptions

    • Applying for recognition by the IRS of your tax exemption status

    • Compliance with political activity restrictions

    • Proper acknowledgment and receipting of:

      • Charitable contributions

      • Cash contributions

      • Non-cash contributions

      • Quid pro quo contributions (banquets, golf tournaments, auctions, etc.)

      • Direct charitable distributions from IRAs

      • Qualified sponsorship payments

    • Tax implications associated with charitable gift annuities, charitable remainders, and lead trusts

    • Donor-advised funds compliance considerations

    • Clergy-specific tax matters (payroll reporting, housing, etc.)

    • Tax compliance implications of foreign grants and activities

    • Conducting mission trips and support-raising activities

    • Tax compliance considerations associated with benevolence activities

    • Administering qualified tuition reduction benefit programs

    • Proper worker classification (employee vs. contractor)

    • Accountable plan expense documentation requirements

    • Payroll tax compliance and reporting

    • And more!

  • BMWL’s Tax Compliance Services are designed to help nonprofit organizations maintain full adherence to federal, state, and local tax laws and regulations. This includes support with filing requirements, documentation, and operational compliance.

    Our tax compliance offerings include:

    • Preparation of required IRS tax forms and returns

      • Forms 990-N

      • Forms 990-EZ

      • Form 990s

      • Form 990-Ts

      • Form 990-PFs

      • Form 1120s

      • And more

    • Preparation of FinCEN Form 114 (FBAR) filings

    • Evaluating and addressing state return filing requirements

    • Calculation of required estimated tax payments

    • Tangible personal property return preparation

Whether you require strategic guidance, compliance support, or assistance navigating complex tax issues, BMWL’s experienced professionals are here to help. Reach out to us to begin the conversation.

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