We understand the intricacies of federal and state compliance requirements for nonprofit organizations and can help your organization safeguard its most valuable asset - tax-exempt status.  We offer a complete spectrum of tax planning, compliance, and consulting services for nonprofit organizations.

We continually monitor pending legislative and regulatory changes and work with you to develop innovative tax strategies designed to comply with federal and state laws. This is critical to avoid unnecessary penalties and sanctions and helps to better manage your organization’s income tax liabilities.

Nonprofit Notes Newsletters

Other nonprofit services include:

Photo below: Sara Holbrook Community Center board members; nonprofit client since 2010.


Copper Leaf Financial is an affiliated and separately registered entity.