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Tax-Exempt Services

Get more information about our services, submit a request for proposal, or get in touch with a BKD Trusted Advisor™.

We Keep the Process Simple

BKD’s tax-exempt professionals prepare more than 2,000 Form 990s each year for organizations across the country. In addition, we proactively help identify potential tax and payroll risks, worker classification issues, and unrelated business income sources.

We have a number of specialized tools and services to help make fulfilling tax obligations a breeze. We provide sample policies and questionnaires that can be used to help meet Form 990’s reasonable effort standard. We also offer an exempt organization tax planning checklist to help identify potential tax risks in areas such as fringe benefits, employment taxes, benefit plans, unrelated business income, tax-exempt bonds, and fundraising.

Form 990 Assistance

To help nonprofit organizations address challenges associated with IRS Form 990, we developed BKD 990connect. This innovative tool saves time, simplifies the preparation process, and allows users to communicate directly with their tax advisor.

With 990connect, you can:

  • Compare this year’s information to previous years
  • Monitor progress and assign tasks
  • View questions only applicable to your organization
  • Ask questions and leave comments for your BKD advisor
  • Access video tutorials and frequently asked questions

Additional Tax-Exempt Solutions

Are you navigating unrelated business income (UBI)? Conducting a transfer pricing study? Need IRS examination representation? We offer a wide variety of solutions.

Compensation Consulting Services

BKD provides executive compensation consulting services to help nonprofits attract and retain qualified individuals. Find the right fit for your organization today!

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Foreign Withholding Tax: A Lost Opportunity?

BKD understands the difficulties nonprofit and public sector organizations face in obtaining funds to further their exempt purpose or secure retirement benefits for their plans’ beneficiaries. That’s why we’re passionate about helping organizations navigate the process of reclaiming foreign withholding taxes to avoid leaving money on the table.

Has your organization been informed of the opportunity to obtain refunds of foreign withholding taxes on investment income, but you don’t know how to manage the reclaim process? BKD can help provide proactive, tailored guidance, and the resources you require to file a claim for refund, including reclaim analysis, documentation preparation and assistance, preparation and submission of claims, as well as claim denial investigation and resolution.

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Tax Advisor

The resources found on this page were created to help you get up to speed on the latest happenings within the tax world, assist you with crucial year-end planning decisions, and provide helpful reminders for the year ahead.

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Tax Risk Assessment Tool

Built for the nonprofit, this tool helps identify red flags and risks, allowing our trusted advisors to better understand your organization. Tax-exempt organizations are highly regulated. Let us help you stay compliant and protect your tax-exempt status.

Sign Up for Year-Round Tax-Exempt Insights

BKD Thoughtware® is our award-winning series of accounting articles, webinars, and videos to help our clients navigate the financial landscape. Sign up for our tax subscription to receive topics relevant to your organization.

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Locations

We have 40 offices in 18 states, with BKD Trusted Advisors™ who offer solutions for clients across the country.

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