Experience Excellence in Private Foundation Tax Services with CPA KPA
We understand the intricacies and challenges that come with preparing private foundation tax returns, specifically the complex Form 990-PF. We have extensive expertise in working with private foundations, ensuring accurate and error-free tax filings.
Trust us to streamline your tax process, safeguard your foundation's reputation, and empower you to focus on the impactful work of your foundation. Let us be your trusted tax advisor for all your private foundation needs.
Here are some of the ways we can assist you
Let us handle the complexities of tax compliance so that you can focus on your foundation's mission and drive lasting change.
Expert Preparation and Filing
State Reporting and Registration
Required Minimum Distribution Calculation
Form 990-PF Financial Statement Preparation
Grantee Verification
Quarterly Estimated Taxes
Donation Acknowledgment Letters
Payroll and Contractor Compliance
Substantial Contributor Tracking
IRS Audit Representation
Compliance Guidance
Kyle has been a wonderful partner to my organization.
His expertise, support, and communication skills have eased my stress when tax season rolls around and have helped to keep our financials on track.
Benefits of Partnering with CPA KPA for Private Foundation Tax Services
At CPA KPA, we go beyond tax compliance to provide comprehensive support and guidance for private foundations. Here are some of the key benefits of partnering with us:
Collaborative partnership
We view ourselves as more than just accountants. We aim to build a collaborative partnership with your foundation, working together to achieve your goals and maximize your impact. Our success is measured by your foundation's success in carrying out its charitable mission.
Coach in your corner
Navigating the complex rules and regulations of private foundations can be overwhelming. We provide year-round coaching and consultations, guiding you through the intricacies of compliance and sharing valuable insights to simplify the process. With our expertise, you can minimize errors, avoid regulatory pitfalls, and ensure smooth operations.
Operational development
Our services extend beyond tax preparation. We offer consultations and advice to help you efficiently run your foundation. Drawing on our deep understanding of the unique challenges faced by private foundations, we proactively monitor your operations to ensure compliance with IRS regulations. If any issues arise, we promptly alert you and provide guidance to resolve them.
Fair and simple service model
We believe in fostering open communication and eliminating barriers. Unlike strict billable hour models, we offer a flat annual investment for our private foundation tax service package. This approach encourages you to reach out to us with questions and concerns without worrying about additional charges.
Emphasis on privacy
We understand the importance of safeguarding your information. We take diligent measures to maintain the privacy and security of your data. When preparing your tax returns, we limit personal information to protect your privacy, reducing the risk of sensitive details being exposed. By reducing the disclosure of personal details such as home addresses, phone numbers, and email addresses, we add an extra layer of protection to your privacy.
Eye on tax benefits
As specialists in private foundation tax services, we stay up-to-date with the latest tax benefits available to private foundations. We provide guidance on maximizing tax benefits for you and your family, ensuring you take full advantage of eligible deductions and exemptions. Additionally, we work to minimize your foundation's tax burden by properly classifying tax deductions and expenses, reducing the impact of the private foundation investment income excise tax.
Private foundations are our focus
Unlike larger firms that may treat private foundations as an afterthought, we are dedicated specialists in serving private foundations. We prioritize your needs and provide the focused attention and expertise required to address the unique aspects of private foundation tax compliance. This is not just a job for us—it is our vocation.
We proudly serve
Private Foundations
Grant-making Foundations
Independent Foundations
Family Foundations
Operating Foundations
Corporate Foundations
Charitable Foundations
Non-Operating Foundations
Startup Foundations
What to Expect When Partnering with CPA KPA
At CPA KPA, we go beyond tax compliance to provide comprehensive support and guidance for private foundations. Here are some of the key benefits of partnering with us:
Quality Service and Advice
Our top priority is ensuring that your private foundation's tax requirements and compliance matters are handled accurately and efficiently. We actively listen to your needs and proactively offer assistance, leveraging our deep understanding of private foundations to support your success.
Close Relationship
We aspire to be more than just your accounting and tax compliance provider. Our goal is to build a strong and genuine connection with you and your foundation. We take the time to truly understand your organization and earn your trust.
Regular Contact
We pride ourselves on delivering exceptional client service, which includes highly responsive communication throughout the year. You can count on us to be available and accessible, not only during tax season but at any time you need assistance.
Flexibility
As a small and agile CPA firm, we are committed to being flexible and adaptable to your needs. We embrace new ideas and concepts, and we are well-equipped to fulfill diverse client requests promptly. Unlike larger firms with rigid hierarchies, we can swiftly address your concerns and provide innovative solutions that meet your specific requirements.
Security
Protecting your privacy and financial information is of utmost importance to us. We employ robust security measures, utilizing the same IT infrastructure and software applications trusted by the largest accounting firms. Our firm adheres to rigorous professional standards of confidentiality and privacy, surpassing the legal requirements. You can have peace of mind knowing that your sensitive data is handled with the highest level of security and discretion.
Interested in our Foundation Bookkeeping or Private Client Tax Services?
Our team is dedicated to providing top-notch tax and accounting support tailored to the unique needs of private foundations and high net-worth individuals. Whether you require assistance with private foundation accounting help or personalized income tax planning, we have the expertise to ensure your financial success. Trust us to handle your tax and accounting matters with precision and efficiency, allowing you to focus on what truly matters to you.
