Jacobson Jarvis can help guide you through the maze of tax laws regarding 501(c)(3), 509(a)(1)(2) and (3) support tests, required distributions, and compliance planning.

Our year-end services will help you evaluate your distribution requirements and estimate your tax liability. We can provide practical advice about unrelated business income tax (UBIT), lobbying constraints and post-9/11 developments for making grants overseas.

A sustaining resource for
the not-for-profit community

Charity Tax Returns

Tax Exempt Status Filing

Private Foundations

Trade Associations

Social Clubs

State and Local Taxes

Board Assistance & Training