Tax Services

Where public documents protect your organization

Tax filings are not back-office paperwork. They are among the most visible financial documents a nonprofit produces. Form 990s are public. They shape how your organization is understood by regulators, funders, watchdog groups, and anyone curious enough to look.

For nonprofit organizations navigating complex operations, the tax process produces more than a filed return. Done well, it reinforces the confidence that stakeholders place in your stewardship, transparency, and governance. Done poorly, it raises questions that linger.

When filings reflect how the organization actually operates, when disclosures are complete, positions are defensible, and governance is clear, leadership remains in control of the narrative. Regulators encounter no surprises. Funders see alignment between mission and financial management.

That protection is what Han Group’s Nonprofit Tax team delivers.

Form 990 Preparation & Review

The annual information return is the public face of your organization’s financial management:

  • Form 990 and 990-PF preparation
  • Schedule preparation and narrative disclosures
  • Review of draft returns prepared by internal staff
  • Public disclosure optimization
  • Extension management and filing coordination

Unrelated Business Income Tax

Revenue-generating activities require careful analysis to determine tax treatment and reporting obligations:

  • UBIT exposure analysis for new and existing activities
  • Form 990-T preparation
  • Sponsorship vs. advertising analysis
  • Royalty and licensing arrangements
  • Debt-financed income calculations

State & Multi-State Compliance

Organizations operating across state lines face a patchwork of filing requirements:

  • State charitable registration and renewal
  • State income and franchise tax filings
  • Sales and use tax exemption maintenance
  • State-specific reporting requirements
  • Nexus analysis for expanding organizations

Tax Planning & Advisory

Proactive planning prevents problems and positions organizations for the future:

  • Tax implications of new programs and revenue streams
  • Entity structure and reorganization planning
  • Joint venture and partnership tax considerations
  • Private foundation compliance and distribution planning
  • Excess benefit transaction review

Compensation & Governance Disclosures

Executive compensation and governance practices face increasing scrutiny from regulators and the public:

  • Executive compensation analysis and benchmarking
  • Reasonableness documentation and contemporaneous substantiation
  • Governance policy review and disclosure alignment
  • Related party transaction disclosure
  • Conflict of interest policy implementation

How we deliver tax credibility

Proactive planning

Tax considerations are addressed before filing season. We review activities, revenue streams, governance changes, and new initiatives as they occur, not in a rush at year-end.

Risk-based judgment

We focus on disclosures and positions that affect compliance, public perception, and regulatory exposure rather than treating the return as a mechanical exercise.

Nonprofit complexity

Our work reflects the realities of nonprofit taxation: unrelated business income, sponsorships, special events, the distinction between grants and contributions, executive compensation, and multi-state obligations.

Public-facing preparation

Because these documents are public, we prepare them with boards, funders, regulators, and outside reviewers in mind.

Controlled outcomes

Issues are identified early and addressed deliberately, so leadership remains in control of the narrative.

Clarity starts with a strong POV.

Our starting point: a personal conversation.