Tax Exempt Organization Services

Tax Exempt Organization Services

We Help Phoenix Organizations Seeking Tax Exempt Status

The team at H&H Accounting Services provides a comprehensive suite of services designed to support tax-exempt organizations at every stage of their journey. 

How We Can Help Organizations

  • Planning & Compliance

    We offer strategic planning services to help your organization maintain compliance with all relevant tax laws. This includes ensuring that your activities align with your tax-exempt purpose and managing unrelated business income to avoid jeopardizing your exempt status.

  • Applying for Tax Exempt Status

    Business owners that are interested in obtaining tax exempt status will need to properly fill out and submit Forms 1023 and 1024, both of which require detailed documentation that clearly justifies why your organization is eligible for tax exemption. This process can be complicated. Our team can help ensure your mission and activities are presented in such a way that it bolsters your arguments and checks all the necessary boxes, increasing your chances for obtaining tax exempt status.

  • Help With Reports & Audits

    Maintaining your tax exempt status and justifying your operations does require some added effort. For example, you’ll need to file a Form 990 each year and may need to execute periodic audits, all of which we can help with. Our accounting team and CPA excels at helping businesses understand the totality of their financial situation.   

  • Designing & Implementing Good Governance Practices

    Like all businesses, tax exempt organizations can benefit from traditional business accounting and consulting services, including things like risk management, internal controls and good governance. We are passionate about financial transparency, reporting accuracy and enhancing operational efficiency, and we are ready to dedicate our resources to helping your organization thrive. 

What’s Involved in Getting Tax-Exempt Status?

Incorporating as a non-profit entity is an important step in establishing your organization. We’ve helped many businesses and organizations with incorporation in Arizona and throughout the country. 

Getting an employer identification number (EIN) – or a Federal Tax Identification Number – is another important step. The IRS won’t just take your word for your tax-exempt status. They will want to keep track of your financial operations to ensure you’re complying with all necessary regulations required for tax-exempt organizations like yours. 

Having an experienced consultant or accountant by your side to help you formalize your vision in clearly defined articles of incorporation and bylaws can be a significant benefit for organizations seeking to obtain tax-exempt status. For example, only certain categories of businesses, defined under section 501(c) of the Internal Revenue Code, qualify for tax exempt status. How your organization is defined as a charitable, religious, educational or scientific entity will be vital for obtaining and protecting your exemption status. We can help ensure you remain compliant. 

Filing an IRS Form 1023, or the 1023-EZ – also known as the Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, is a requirement for businesses seeking tax exempt status. This document clearly lays out organization structure, operations, finances and governance plans. We can help you determine whether your organization could qualify for the simplified 1023-EZ and help you ensure your filing is properly filled out and submitted. 

How difficult it will be to deal with the IRS review can vary depending on your organization and goals. Some organizations may need to wait several months before they hear back on approval, and it’s not unheard of for complications to arise. Our accounting team and CPA can help you deal with problems or hurdles that you face.  

Federal taxes aren’t the only complication your organization needs to worry about. There will be Arizona state tax implications as well – including a separate tax-exempt application process. The good news is any organization granted federal tax-exempt status is automatically granted state-level tax exempt status in our state. Things can get more complicated when it comes to local sales taxes. We can help with your jurisdiction and explain your options. 

Arizona organizations may also need to deal directly with the Secretary of State’s office if they plan to solicit donations or operate any fundraising activities. H&H Accounting Services can help you understand the rules for organizations like yours and assist with this process. 

Why Is H&H Accounting the Best Phoenix Accountant for Your Organization? 

It’s important to work with a local accountant who is willing to understand your vision and work hard to help you achieve your organizational goals. The furtherance of your mission is your top priority. Our top priority is making sure you have the financial and accounting foundation to run your operation without needing to worry about the minutia of everyday bookkeeping and tax preparation.


If your business needs assistance obtaining tax-exempt status or you’re already a tax exempt organization but you need a reliable accounting partner or CPA for help with bookkeeping, consulting or operational assistance – give us a call at (480) 561-5805.


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