Nonprofit Organization Formation and Tax Advice

Reed & Davidson’s clients often form advocacy groups to supplement their electoral efforts. Our firm offers a full range of services to such organizations, including:

General Corporate and Tax Advice
We offer clients advice on all corporate matters, including organizational and structural guidance from creation to dissolution and all steps in-between. We prepare articles of incorporation, bylaws, meeting minutes, and handle recordkeeping. Additionally, with respect to tax matters, we prepare tax returns and offer advice pertaining to nonprofit, tax-exempt entities. We have extensive experience filing federal and state tax returns for nonprofit organizations, including:

  • Form 990
  • Form 990-EZ
  • Form 990-N
  • Form 990-PF

Obtaining and Maintaining Nonprofit Status
Organizations must take several steps to establish and maintain nonprofit status. Reed and Davidson ensures clients meet these requirements, including:

  • Drafting Articles of Incorporation
  • Drafting Bylaws
  • Obtaining Federal Tax-exempt Status
  • Obtaining State Tax-exempt Status
  • Conducting or Facilitating Organizational Meetings

Issue Advocacy and Participation in Political and Legislative Process
Nonprofit organizations are allowed to engage in advocacy work. Reed & Davidson works with nonprofit organizations to devise plans to keep them compliant with all legal requirements related to issue advocacy. Further, Reed & Davidson offers advice to organizations pertaining to involvement in the political and legislative process.

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