We Offer Tax Services for Foundations and Philanthropic Families

We advance beliefs bigger than ourselves. Our expert solutions take the guesswork out of foundation tax returns and accounting, allowing you to concentrate on what matters most – to do more good in the world.

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Foundation Tax Preparation

Every year, private foundations are required to submit a tax return on IRS Form 990-PF. We partner with you to ensure that your foundation tax return, as well as your annual state filings and registrations, are filed securely, correctly, and on time. We take more weight off your shoulders by providing grant due diligence and by calculating your foundation's annual minimum distribution requirements. To better assist you, we archive your prior year tax returns and supporting documentation. We also provide you with knowledgeable guidance on how to efficiently operate your foundation.

Kyle has been a wonderful partner to my organization.

His expertise, support, and communication skills have eased my stress when tax season rolls around and have helped to keep our financials on track.

Shankar Chadha
President, Chadha Fund

Foundation Bookkeeping

CPA KPA provides private foundations and philanthropic families nationwide with hassle-free bookkeeping and accounting services. Our solutions are never one size fits all. Rather, we tailor our accounting services to your foundation’s unique needs. We specialize in:

Financial statements

Categorization of transactions

Reconciliation of invoices, payments, and bank statements

Maintaining accounts receivable and accounts payable

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Private Client Tax Solutions

We provide exceptional private client tax services to high-net-worth individuals and families. We have the capability and experience to help you with the complicated business and financial entities you may own or control, but your family always comes first. Our expertise will simplify complicated tax processes, assuring a more tranquil financial journey for you and your loved ones.
We offer the following private client tax services:

Individual income tax planning and compliance

Business tax compliance and reporting

Trust accounting and tax compliance

Residency planning

Coordination with financial advisors and other professionals

Updates on tax law changes for new tax planning opportunities

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I know I can completely trust Kyle

I am not a tax accountant and I don’t have the time or expertise to do taxes. I had no idea I could actually enjoy working with an accountant until Kyle started helping me. I know I can completely trust Kyle and having him on my side really brings peace of mind during tax season. I highly recommend using CPA KPA to those thinking of seeking professional accounting services.

Jake Warner
Canva Association

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