Not-for-Profits

Broad-based Experience Addresses Widely Varying Needs.

Blair, Bohlé & Whitsitt’s tax professionals provide tax compliance and reporting services for a number of Charlotte area civic, charitable and family not-for-profit organizations. BBW’s services range from not-for-profit needs that include dealing with family sponsored Private Foundations to community and governmental sponsored not-for-profit organizations and Section 501(c)(3) Public Charitable organizations.

BBW’s offers the following compliance services:

• Preparation of IRS Form 990-PF for Private Foundations (includes Related State Filings)
• Preparation of IRS Form 990 and/or Form 990-EZ for Public Charities and Not-for-Profits
• Assistance Completing NC Charitable Solicitation License Applications and Annual Renewals
• Assistance with Not-for-Profit Accounting Functions (related to Tax Return Completion)

For newly formed not-for-profit corporations that are seeking to obtain IRC Section 501(c)(3) status, BBW can assist in the identification of a coordination of services with an attorney for the corporate formation and completion of the IRS Form 1023 application.

By approaching every engagement with integrity, attention-to-detail and personal service, BBW surpasses your typical expectations.

Contact our professionals.