Nonprofit & Charitable Organizations

The founders of nonprofit organizations often set out to pursue an incredibly worthy cause, but can struggle to understand and/or meet the wide-ranging compliance challenges facing such organizations.

To assist nonprofit and charitable organization clients, Milton Law Group tax attorneys and professionals provide the following services:

• Startup, Formation & Structuring: We provide counsel and advice from the initial idea phase through maturity, including counseling on the appropriate legal structure and tax-exempt status.  We also prepare the incorporating documents, bylaws, and applications for obtaining IRS recognition as a tax-exempt organization.
• Applying for Tax-Exempt Status: For charitable organizations, section 501(c)(3) status allows the organization to receive tax-deductible contributions, so this can be particularly helpful for organizations seeking to attract contributions from the public. Other exemption types may be more appropriate, depending on the nature of the nonprofit organization. Our lawyers help counsel clients on the right type of status and prepare the appropriate application seeking formal approval by the IRS.
• Bookkeeping: We provide monthly bookkeeping services.
• Return Preparation: Milton Law Group’s licensed tax professionals prepare and file the necessary annual information returns to allow our clients to maintain their tax-exempt status.

Reinstatement of Tax-Exempt Status

If an organization fails to file their required information returns for three straight years, the IRS automatically revokes tax-exempt status, which can lead to serious challenges and potential liabilities for the organization. We help nonprofit organizations who have had their tax-exempt status revoked gain reinstatement, retroactively in most cases.

Political Organizations & Campaign Finance Laws

Campaign finance laws are constantly changing, and any missteps can have potentially devastating consequences for political candidates, officeholders, corporations, nonprofit organizations, and political organizations. With increased media scrutiny over political fundraising and spending, the stakes have never been higher.

Our clients trust Milton Law Group to provide compliance counsel and advice on campaign finance laws, compliance, and ethics reporting issues.

If you are part of a tax-exempt organization looking for professional advice from a business and tax attorney, then please contact Milton Law Group today for a consultation.