Your Trusted Partner for Non-Profit Tax Preparation

Managing the financial and tax obligations of a non-profit organization is no small task. At Ludlow & Harrison, CPA, we specialize in non-profit tax preparation services, helping organizations in Chula Vista and beyond remain compliant while maximizing resources to support their mission.

Non-Profit Tax Preparation

At Ludlow & Harrison, CPA, we understand that leading a non-profit organization requires dedication, strategic planning, and flawless management of your tax responsibilities. That’s why we’re here to be your trusted partner in non-profit tax preparation.

Why Choose Ludlow & Harrison for Your Non-Profit Tax?

Expert Knowledge of Non-Profit Tax Regulations

We have extensive experience navigating the complex tax codes that apply to non-profit organizations, including 501(c)(3) compliance and reporting requirements.

Accurate Form 990 Preparation and Filing

From filing IRS Form 990 to state-specific filings, we ensure your organization meets all regulatory requirements.

Guidance on Maintaining Tax-Exempt Status

We help you understand and adhere to the rules needed to preserve your tax-exempt designation.

Customized Financial Strategies

Our team provides tailored advice to help you optimize your funding, reduce liabilities, and allocate resources effectively.

Audit Support and Representation

In case of an IRS audit or state inquiry, we offer expert guidance and representation to safeguard your non-profit’s interests.

What Our Non-Profit Tax Preparation Services Include

Accurate IRS Form 990 Preparation

We handle all variations of Form 990, including 990-N, 990-EZ, and 990-PF, ensuring your organization meets IRS reporting requirements.

State Compliance Filings

We prepare and file state-specific forms to maintain your organization’s compliance with California regulations and beyond.

Guidance on Tax-Exempt Status

Our team ensures your organization adheres to the rules necessary to retain tax-exempt status, helping you avoid potential penalties or revocation.

Unrelated Business Income Tax (UBIT) Management

We help you identify and address taxable income from unrelated business activities, reducing potential liabilities.

Audit Preparation and Representation

If your non-profit is audited, we provide expert support and representation to protect your organization.

Financial Review for Strategic Planning

We analyze your financial records to help you allocate resources effectively, optimize funding, and plan for growth.

Let’s Build Your Financial Future — Together

At Ludlow & Harrison, our mission is simple: your financial peace of mind. Discover the difference a trusted CPA firm can make.

(619) 427-5555

info@walterludlow.com

Or stop by our Chula Vista office — your financial future starts here.