NONPROFIT TAX SERVICES

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Our Approach

SD Mayer understands that nonprofits face challenging time, with evolving regulations, greater transparency requirements and increased scrutiny from federal, state and government agencies.  The complexities faced by associations, hospitals, charities, schools, foundations and other 501(c) entities are growing.

Our nonprofit tax team provides specialized services to our nonprofit clients and their unique challenges. SD Mayer has a significant nonprofit client base, which we are proud of, and it continues to grow because of our desire to provide high-quality services to the nonprofit sector. Our nearly 100% retention rate amongst nonprofit tax engagements is proof of our committment to provide substantial resources to nonprofits.

We understand that you have tight budgets, limited staff and a unique set of financial challenges that sometimes prevents you from carrying out your mission. Many of our staff have served or continue to serve on the boards of nonprofits and have a unique insight into the risks, complexities and rewards of working in the nonprofit sector. We understand the uphill battles these organizations face in their goal to achieve their respective missions, and we aim to apply that same direction to the work we do for you.

Contact us for more information on our nonprofit clients, Form 990 questions and/or to send us an RFP.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

The Team

Greg Blanton, CPA
Tax Manager
Angelica Beas
Supervising Senior
Dharmesh Patel
Senior Tax Associate

Insights

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