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Tax Exempt Organizations

The complexities of doing business as a nonprofit organization have never been greater. With significant experience in the nonprofit sector, Lumsden McCormick is uniquely qualified to help tax-exempt businesses operate more effectively in today’s demanding climate of increased regulations, growing competition, and shrinking resources.  

With a long tradition of experience in working with tax-exempt organizations and an in-depth knowledge of New York State and U.S. tax laws, our service team will oversee all tax matters related to your nonprofit. We’ll proactively track the latest industry developments to ensure that you are in compliance with regulatory requirements and meet all tax filing obligations.

Our nonprofit tax services include:

  • Forms 990 and CHAR500
  • Form 1099 series filings
  • Forms 1023 and 1024 (Application for Recognition of Exemption)
  • Unrelated Business Income Taxes (UBIT)
  • Federal and state tax audits
  • Sales tax reporting and compliance
  • Quarterly Tax Planning

Exempt Organizations Conference

Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics. Visit our Events page for more information; details to follow. Contact Maria Gambacorta with further questions. 

Our accessible team of professionals are committed to providing a wide range of services to support your needs. For more information on how Lumsden McCormick can help, contact Donna Gonser or complete the form below.

Services Leaders

Peter DeSabio

Peter J. DeSabio, CPA

Manager
Donna Gonser

Donna M. Gonser, CPA

Partner
Michael Grimaldi

Michael J. Grimaldi, CPA

Partner
Seth Hennard

Seth D. Hennard, CPA, CGFM, CHFP

Principal
Sarah Hopkins

Sarah M. Hopkins, CPA

Principal
Jill Johnson

Jill M. Johnson, CPA, CFE, CITP, FHFMA

Partner
Cathleen Karpik

Cathleen M. Karpik, CPA

Principal
Robert Torella

Robert S. Torella, CPA

Principal

Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

Learn More
AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

Learn More
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