125 N. Lakeshore Drive, Suite 9, Lake Junaluska, NC 28745

Non-Profit

Non-Profit organizations have many compliance requirements. We provide bookkeeping compliance reports, Form 990 preparation, and fund accounting systems.

“You can do what I cannot do. I can do what you cannot do. Together we can do great things.”

Comprehensive Financial Support for Non-Profits

At Somerset Tax Partners, we specialize in providing comprehensive financial support to non-profit organizations. We bring expert guidance to help optimize your organization’s financial health. We assist with budgeting, cash flow management, and ensure that your resources are used efficiently. Allow us to handle all aspects of tax compliance and reporting, helping you navigate regulatory requirements while maximizing tax benefits. Additionally, we work with you to develop long-term strategies, including fundraising plans and endowment management, to sustain and enhance your mission. With our expertise, we ensure your non-profit operates smoothly and remains aligned with its financial goals.

Financial Management & Planning

Tax Compliance & Reporting

At Somerset Tax Partners, we specialize in tax compliance for non-profits, ensuring you meet IRS regulations while maximizing tax benefits. Services include:

  • Tax Compliance:Handle all aspects of tax reporting and compliance to ensure adherence to IRS regulations and maximize tax benefits for the non-profit.
  • Tax Filing and Documentation: Prepare and file accurate tax returns, including Form 990, and maintain comprehensive records to support transparency and regulatory compliance.
  • Regulatory Guidance: Provide advice on regulatory requirements and ensure the organization meets all necessary legal obligations related to tax and financial reporting.

Q&A With R. Joseph Ritter, Jr. CFP® EA

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