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.
Nonprofit Tax & Compliance
Nonprofit registration and administrative filing assistance, federal tax-exemption applications, California filings, annual tax compliance, and reinstatement support for nonprofit and religious organizations.
Administrative assistance with applicable California nonprofit registration filings, Employer Identification Number (EIN) applications, initial tax registrations, and tax-account setup.
Assistance preparing United States Internal Revenue Service (IRS) Form 1023 or Form 1023-EZ, where appropriate, and supporting federal tax-exemption documentation.
Assistance with applicable California Franchise Tax Board exemption filings and related state tax-exemption matters.
Administrative assistance with applicable initial registration and recurring reporting requirements before the California Attorney General’s Registry of Charities and Fundraisers.
Form 990-series return preparation, applicable California information returns, recurring filings and compliance-calendar support.
Federal and California employer-account setup, payroll-tax compliance and related reporting assistance.
Public charities, humanitarian organizations, cultural groups, youth programs and community organizations.
Tax and administrative compliance support tailored to churches, ministries, religious organizations and faith-based nonprofits.
Tax-compliance support for educational organizations, foundations, associations and other qualifying tax-exempt organizations.
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.
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.
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.
Request a status review to identify federal and California compliance issues and the filings that may be needed.