Taxation In Utah

Many steps are involved in the process of establishing a non-profit entity, and qualifying such entity as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. The application for tax-exempt status with the IRS is a complex process that requires the expertise of one who can analyze your situation, evaluate the applicable laws, and present your application to the IRS. We can advise you as to the proper structure of your entity so that you can comply with the numerous IRS rules and regulations applicable to tax-exempt entities, as well as state law requirements. Our office has had extensive experience in assisting our clients in this area, and we have been very successful in getting our clients’ entities qualified for tax-exempt status with the IRS. In addition, we suggest that you have continuing representation so that your organization will remain in compliance with federal and state non-profit laws. Some of the services we provide and documents that we might prepare are listed below:

  • NON-PROFIT CORPORATIONS
  • CHARITABLE TRUSTS
  • PREPARATION OF IRS FORM 1023 TO OBTAIN 501(C)(3) TAX-EXEMPT STATUS
  • PREPARATION OF APPLICATION TO OBTAIN UTAH TAX-EXEMPT STATUS
  • CHARITABLE SOLICITATION APPLICATIONS AND COMPLIANCE
  • FEDERAL AND STATE NON-PROFIT LAW COMPLIANCE
  • IRS ADVANCE RULING PERIOD SUPPORT TEST FILINGS
  • NON-PROFIT TAXATION
  • EVALUATION OF PRIVATE FOUNDATION VERSUS PUBLIC CHARITY STATUS