INDUSTRIES

Nonprofits & Charities

Keep your mission supported by a clear filing and tax plan. Review annual information returns, payroll responsibilities and activities that may need separate tax treatment.

WHO WE HELP

Built around the way
you do business.

Whether you work independently or lead a growing team, we start with your business model, your records and your goals.

Public charitiesCommunity organizationsEducational nonprofitsFoundationsMembership organizationsMission-led teams

COSTS WORTH A CONVERSATION

Costs to organize by program.

Organize spending by program, funding source and purpose. We review how expenses are reported for your organization.

See what records to keep

Program & service costs

Employee compensation

Fundraising & outreach

Office & facilities

Professional services

Technology & equipment

Contract labor & subcontractor services

Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.

HOW WE HELP

Tax planning first.
Support through the year.

A plan before decisions. The right returns when it is time to file.

Year-round tax planning

Review annual filing responsibilities, restricted funding and activities that may require separate tax analysis.

Tax preparation & filing

Prepare applicable exempt-organization information returns and review any separate tax filings your activities may require.

Payroll & contractor tax reporting

Support payroll, payroll tax filings and applicable contractor tax reporting. The right treatment depends on the working relationship and relevant requirements.

Exempt-organization filings

Support applicable annual information returns and review filing requirements for your organization.

Activity & income tax review

Review activities that may create unrelated business income or other separate filing responsibilities.

Payroll & outside-service tax review

Review employee and contractor tax reporting as part of the organization’s filing plan.

A SIMPLE PLACE TO START

Bring the records.
We’ll bring the questions.

Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.

Already a client? Use the secure portal ↗

Donation & grant records
Program and restricted-fund reports
Payroll & contractor records
Prior returns & exemption documents

BEFORE WE BEGIN

Your questions,
answered.

Can we start with a free consultation?

Yes. Tell us about your business, your current setup and what you need help with. We will outline a proposed scope and a personalized quote before you decide.

Are all of these costs tax-deductible?

Expense classification for a nonprofit differs from a taxable business. We review program costs, restrictions and any activities that may have separate tax reporting requirements.

Which documents should I prepare?

Start with donation & grant records, program and restricted-fund reports, payroll & contractor records. Our intake questionnaire and follow-up questions help build a checklist for your situation.

Can you support us throughout the year?

Yes. We can discuss year-round tax planning, tax preparation and payroll support as part of a scope that fits your business. Timing, responsibilities and fees are agreed before work begins.

Your situation is one part of the picture.

Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.

Find your starting point Explore pricing

BRAMA TAX

Your next chapter
starts with clarity.

Let’s talk about your goals, your business, and what comes next.

Nonprofits & Charities

Built around the wayyou do business.

Costs to organize by program.

Program & service costs

Employee compensation

Fundraising & outreach

Office & facilities

Professional services

Technology & equipment

Contract labor & subcontractor services

Tax planning first.Support through the year.

Year-round tax planning

Tax preparation & filing

Payroll & contractor tax reporting

Exempt-organization filings

Activity & income tax review

Payroll & outside-service tax review

Bring the records.We’ll bring the questions.

Your questions,answered.

Your situation is one part of the picture.

Different businesses.The same thoughtful approach.

Professional Services

Real Estate

Restaurants & Food Services

Your next chapterstarts with clarity.

Built around the way
you do business.

Tax planning first.
Support through the year.

Bring the records.
We’ll bring the questions.

Your questions,
answered.

Different businesses.
The same thoughtful approach.

Your next chapter
starts with clarity.