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.

We offer various programs to educate organizational staff and board members about structures, how to work with related organizations, best practices and pitfalls to avoid.

Back to Top