Maher Duessel is distinguished from other firms in that we have an integrated approach to nonprofit audit and tax services for our clients requiring both services. The team that works on the audit is the same team that produces the IRS tax exempt form filings. Two of our partners also serve on the American Institute of Certified Public Accountants (AICPA’s) Tax Exempt Organization Technical Resource Panel. Our involvement in developing the accounting industry’s response to IRS matters ensures that Maher Duessel is exceptionally well positioned to assist our non-profit clients with tax matters. Several of the nonprofits we serve are comprised of separate reporting entities including corporations, limited partnerships, and other affiliated organizations that support the main reporting entity. We prepare on an annual basis numerous tax filings for these entities and have experience completing numerous forms, some of which are highlighted below:

IRS Non Profit And Related Tax Filings

  • Form 990 (Return of Organization Exempt from Income Tax)
  • Form 990-T (Exempt Organization Business Income Tax Return)
  • Form 5527 (Split-Interest Trust Information Return)
  • Forms 1023 and 1024 (Application for Exempt Status)
  • Form 1041 Including Schedule K-1 (Tax Return for Estates and Trusts)
  • Form 1065 (Return of Partnership Income)
  • Form 1120 (U.S. Corporation Income Tax Return)
  • Form 3115 (Application for Change in Accounting Method)
  • Form 5500 (Annual Return/Report of Employee Benefit Plan)
  • Form 8940 (Request for Miscellaneous Determination)

Pennsylvania Non Profit And Related Tax Filings

  • PA-41 (Pennsylvania Fiduciary Income Tax Return)
  • PA-65 (PA S-Corporation/Partnership Information Return)
  • BCO-10 (Pennsylvania Bureau of Charitable Organizations)