We have 32 years of combined experience providing tax services to nonprofit organizations, focusing on trade associations, public charities, and private foundations. Whether you are setting up a new nonprofit, filing your annual tax return, trying to reinstate a lost exemption, or facing an IRS examination, the tax advisors at TrimnerBeckham will work with you to identify clear, understandable solutions.
David has more than 20 years of experience in nonprofit tax consulting. He works with growing and established public charities, private foundations, trade associations, healthcare organizations, and higher education institutions. Devoted to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities, David helps enhance an organization's image with contributors, the media, and the general public.
David has more than 20 years of experience in nonprofit tax consulting. He works with growing and established public charities, private foundations, trade associations, healthcare organizations, and higher education institutions. Devoted to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities, David helps enhance an organization's image with contributors, the media, and the general public.
Services
Whether you want to create a new charity, start your own private foundation, establish a new social welfare organization or trade association, or form a new nonprofit subsidiary, we will walk you step-by-step through the process of organizing and operating a tax-exempt organization and applying for exemption from the IRS and the required states.
How can your tax services firm have an impact on your mission? First, our purpose in working with nonprofit organizations is to create a vibrant and sustainable sector designed to end poverty and deprivation, improve health and education, reduce inequality, and support economic growth. We strive to do this by providing superlative customer service and tax support exclusively to nonprofit organizations.
Many nonprofits prefer that the audit firm also prepare the tax return. Because the audit represents ten times the hours of the tax work (and ten times the fee), selections are often based on the audit personnel without much consideration of the tax department. For this reason, many firms won't even bring a member of the tax team to the interview.
Reviews (3)
T. K.
Jan 15, 2020
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I have worked with David professionally since 2013. During that timeframe he continually proves that he is an expert in the field of nonprofit tax compliance. He is thorough, yet mindful of what the needs of his clients are. I would recommend David for any nonprofit seeking help with their Form 990 preparation, 1023 application, IRS audits, or just general technical and/or compliance consulting and advisement work.
Charlie Schulze
Dec 13, 2019
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Aliko Mwaisela
Jul 01, 2019
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I work with David personally in several capacities and continue to be impressed by his mental acuity and organization. It comes as no surprise to me that he is nationally renowned in the field of non-profit tax. His company TrimnerBeckham would always be my first recommendation to any non-profit organization seeking to engage one of the best minds in the field. I would also highly recommend him as a speaker, as his style is clear and logical while still engaging.
