Nonprofit Tax & Compliance

Nonprofit & Tax-Exempt Organization Services

Nonprofit registration and administrative filing assistance, federal tax-exemption applications, California filings, annual tax compliance, and reinstatement support for nonprofit and religious organizations.

Full-Cycle Nonprofit Support

Nonprofit Registration & Administrative Filing Assistance

Administrative assistance with applicable California nonprofit registration filings, Employer Identification Number (EIN) applications, initial tax registrations, and tax-account setup.

501(c)(3) Tax-Exempt Application Assistance

Assistance preparing United States Internal Revenue Service (IRS) Form 1023 or Form 1023-EZ, where appropriate, and supporting federal tax-exemption documentation.

California Tax-Exempt Status

Assistance with applicable California Franchise Tax Board exemption filings and related state tax-exemption matters.

California Attorney General Charity Registration

Administrative assistance with applicable initial registration and recurring reporting requirements before the California Attorney General’s Registry of Charities and Fundraisers.

Annual Federal & California Compliance

Form 990-series return preparation, applicable California information returns, recurring filings and compliance-calendar support.

Payroll & Employer Tax Compliance

Federal and California employer-account setup, payroll-tax compliance and related reporting assistance.

Organizations We Assist

Charitable & Community Organizations

Public charities, humanitarian organizations, cultural groups, youth programs and community organizations.

Religious Organizations & Churches

Tax and administrative compliance support tailored to churches, ministries, religious organizations and faith-based nonprofits.

Educational, Foundation & Membership Organizations

Tax-compliance support for educational organizations, foundations, associations and other qualifying tax-exempt organizations.

California Nonprofit & Tax-Exempt Filings

Federal tax-exempt recognition is only one component of nonprofit compliance. California organizations may also have separate Franchise Tax Board, Secretary of State, charitable-registration, employment and recurring filing requirements. Sharif Tax Firm assists with applicable California tax and administrative filings within the firm’s professional scope.

Suspension, Revocation & Reinstatement Assistance

Sharif Tax Firm assists nonprofit and tax-exempt organizations in identifying and correcting federal and California compliance problems that may have resulted in suspension, revocation, delinquency or loss of tax-exempt status.

  • United States Internal Revenue Service (IRS) automatic-revocation status review
  • Federal tax-exempt status reinstatement assistance under applicable IRS procedures
  • Delinquent Form 990, 990-EZ or 990-N compliance, as applicable
  • California Franchise Tax Board suspended/revoked status review and compliance assistance
  • California Secretary of State status review and delinquent administrative filing assistance
  • California charitable-registration compliance review where applicable
  • Federal and California filing-history review
  • Ongoing nonprofit compliance-calendar setup

Nonprofit Compliance & Status Review

When an organization is unsure why it is suspended, revoked or delinquent, we can review available federal and California status information, identify apparent outstanding tax and administrative requirements, and develop an appropriate compliance plan within the firm’s authorized scope.

Is Your Nonprofit Suspended or Revoked?

Request a status review to identify federal and California compliance issues and the filings that may be needed.