Tax-Exempt Business

The Marcum Tax-Exempt Advisory Services Group brings an unmatched depth and breadth of expertise in tax consulting and preparation services and has extensive experience in handling all aspects of tax planning, compliance and accounting issues for tax-exempt organizations.

Our clients range from small, charitable organizations to large, international membership associations. We work closely with the management, boards and staff of each organization in a team effort to meet the special challenges and issues they face. We also maintain a technical knowledge of current issues through continuing education and by monitoring federal and state legislative changes, IRS rulings and court decisions.

We provide tax and estate planning for industry leaders and their families, and help ensure that our tax-exempt clients stay that way. Our tax advisors have worked with owners and managers of substantial assets as well as with governing boards and executive staff of thousands of mission-driven organizations.

Types of Organizations & Associations We Assist

As client service is a main goal of Marcum, we work regularly with the other tax and business service groups within the firm to assure that we anticipate and exceed the needs and expectations of our tax-exempt organizations.

Educational, religious and charitable organizations.
Independent schools.
Trade associations.
Social clubs.
Fraternal organizations.
Private foundations.

Tax-exempt status comes with many strings attached.

As scrutiny of tax-exempt organizations by the federal government, state Attorneys General and your constituencies increase and nonprofit compliance issues become more complex, you need a tax team that is thoroughly familiar with the ever-changing tax laws, tax regulations and tax rulings specific to the nonprofit sector.

Marcum’s tax professionals provide associations, public charter schools, foundations, NGOs and public charities the tax education, advice and support they need to ensure they will remain exempt and able to continue their important work. With “exemption protection,” Marcum helps nonprofits protect their greatest asset: their nonprofit status.

From your organization’s initial application for tax-exempt status to your annual federal and state filings, Marcum’s tax professionals embrace your vision, ensure compliance and provide guidance.