Accounting services for

Tax Exempt Organizations

Tax-Exempt Organization Solutions.

Tax-exempt organizations face a number of financial and accounting challenges that are unique to the non-profit industry. Here at O’Brien and Panchuk, we have helped tax-exempt organizations manage these challenges effectively. Among the issues we’ve helped tax-exempt organizations with are:

• Determining the benefits and constraints of organizing as a public charity vs. a private foundation.
• Officer compensation and liability issues.
• Timely filing of tax returns to avoid the risk of losing public charity or 501(c)(3) status.

We also help tax-exempt organizations and donors benefit from provisions in the tax code that enable donors to give money in a more tax-efficient manner. For example, by donating appreciated assets such as shares of stock or collectibles, donors can avoid paying capital gains taxes on the appreciation of the assets. This can result in significant tax savings for donors and a larger donation to the tax-exempt organization.
Other charitable giving strategies can significantly reduce or even eliminate donors’ tax liability for generations. These strategies — like those utilized by Warren Buffett, Bill and Melinda Gates and other billionaires who have signed the Giving Pledge — enable tax-free shifting of wealth, low-taxed or untaxed current income and current tax deductions for donors. 
Schedule A Consultation SO WE CAN

Create a plan where your donors can utilize these strategies, increase donations and improve cash flow.

We’re a progressive Tax CPA firm that focuses on each on our clients’ needs and circumstances to provide tailored services and solutions that address their situation. It’s not the “one size fits” all approach that you find at the big box store—it’s a calculated and measured process to ensure that the result is only the very best.

“Great work follows great fit. We  promise our clients award‑winning and  strategically designed experiences for a  digitally driven world.”

Israel morris | business OWNER

In 2007 I started a non profit 501c3 corporation to promote arts programs in public elementary schools. I was in need of a reliable professional accountant that could help me through the process of implementing a strong and well planned accounting program. Max Panchuk was recommended and his support, skill, and dedication has been more than I ever expected.

Steve Petersen, CEO | Steve Petersen Productions, Inc. 501c3

“Great work follows great fit. We  promise our clients award‑winning and  strategically designed experiences for a  digitally driven world.”

Thomas Doe | business OWNER
Call us: (760) 424-2246