Preparation and management of IRS Form 990, state tax-exempt filings, and consulting on compliance, public charity classifications, and records retention.
For over two decades, Alan served as the financial controller for a famous global non-profit corporation. This deep experience — integrating accounting, payroll compliance, tax preparation, and tax-exempt filings — gives him a rare understanding of non-profit financial management at scale.
Alan handles IRS Form 990 preparation, guides organizations through public charity classification, ensures proper record retention, and advises on unrelated business income tax (UBIT) implications. His experience serves non-profits across Texas and nationwide.
Whether you're a new organization applying for 501(c)(3) status or an established non-profit navigating annual compliance and Form 990 filing, Alan ensures your tax-exempt status is protected and your filings are accurate.
Non-profit organizations, charitable foundations, religious organizations, educational institutions, and any group pursuing or maintaining tax-exempt status.
20+ years as controller for a global non-profit. Deep expertise in federal and state non-profit tax compliance. Single CPA providing consistent guidance year after year.
Contact Alan to discuss your non-profit's compliance needs and get expert guidance.
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