Value Proposition canvas- Customer needs and pains
Not-for-profit Tax Services
1. TAX PLANNING & CONSULTING Hands-on Experience and
Not-for-Profit Distinctive Technical Skills Help
Groups Organizations Fulfill Their Missions
Blair, Bohlé & Whitsitt, PLLC is fluent in the issues
that create challenges and inspire success for NFPs.
Locally entrenched. Today's Not-for-Profits have greater challenges than ever before. Growing
Professionally connected. limitation and restrictions, stringent compliance policies, shrinking resources
and tremendous public scrutiny make it imperative for them to seek know-
Uniquely qualified. ledgeable and compassionate business partners. BBW applies deep under-
standing of tax-exempt organizations' needs in putting innovative and practical
tax, accounting and operational planning strategies to work for them.
With experience and knowledge of issues surrounding NFPs, BBW profes-
BBW's Tax Group earns client sionals meet the widely varied needs of these organizations and helps them to
confidence by building viable manage their finances in ways that enable them to:
tax solutions. - Maintain adequate funding.
- Employ and retain good people.
By drawing from deep - Effectively maximize every situation and opportunity.
experience and knowledge - Leverage their donation dollars.
of tax legislation and industry
BBW looks at innovative and practical tax, accounting and operational
nuances, BBW offers tax planning strategies for tax-exempt organizations and applies the best course
compliance and strategies of action in each NFPs situation.BBW provides assistance and advice so
that support organizational goals. that they maintain adequate funding and employ good people.
The tax and accounting professionals at BBW are keenly in tune financial
requirements related to all types of NFP organizations, such as the processes
required for newly-formed NFPs to obtain IRC Section 501(c)(3) status.
With considerable regulatory requirements for all
NFPs, BBW has seasoned professionals who
provide the following services for clients:
Preparation of IRS Form 990-PF for Private
Foundations (including Related State Filings)
Preparation of IRS Form 990 and/or Form 990-EZ
for Public Charities and Not-for-Profits
Partner Contact:
Assistance Completing NC Charitable Solicitation
George W. Bohlé, Jr. CPA License Applications and Annual Renewals
10815 Sikes Place, Suite 100 Assistance with Not-for-Profit Accounting
Charlotte, NC 28277 Functions (related to Tax Return Completion)
704-841-9804 Direct
704-841-9800 Main
704-841-9802 Fax
Why Choose BBW?
gbohle@bbwpllc.com
BBW's professionals act as advisors to their clients and present them with a
team that will remain consistent and essential throughout the relationship
www.bbwpllc.com providing candid timely guidance.
BBW's strong core competencies may be supplemented by a network of
professional partner resources focused on quality, value-based services.
Through its network, clients can fulfill unique and specialized needs through
partners whose personal touch and attention to detail mirror that of BBW.
Integrity Attention to Detail Personal Service
Accountants first. Advisors foremost.
