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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

Manager

Upcoming Events

2019 Exempt Organizations Conference

2019 Exempt Organizations Conference

November 22, 2019

Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.

Learn More
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