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Tax Exempt and Non-Profit Organizations


Tax Exempt and Non-Profit CPA near Dallas TX

Tax Law Firm Located in the DFW Metroplex Serving Texas and the United States – Dallas Tax Attorney + CPA

Tax Exempt Attorney near me

Tax-exempt organizations, including charities and non-profit entities, must adhere to specific regulations to maintain their tax-exempt status. Proper documentation is essential for securing this status from the IRS and state authorities. For this reason, it’s advisable to engage a tax attorney experienced in representing non-profit organizations. At Bruce E. Bernstien & Associates, we offer expert guidance to ensure compliance and help you navigate the complexities of tax-exempt status in Dallas.

Based in Dallas, Texas, Bruce E. Bernstien & Associates offers expert legal services for individuals, businesses, and non-profit organizations across Texas and the U.S. Led by Bruce Bernstien, an attorney with an LL.M. in tax law and over 30 years of experience of non-profit CPA Dallas, we specialize in providing sound legal advice on the creation and maintenance of tax-exempt and non-profit organizations. Trust our expertise to help you navigate the complexities of non-profit compliance in Dallas.

Experienced Fort Worth/Dallas Texas Tax Exempt and Non Profit Organization Attorney + CPA

Dallas tax attorney Bruce Bernstien is a tax attorney and CPA with extensive experience representing tax exempt organizations, including charities, churches and other non profit organizations. He offers comprehensive services ranging from startup assistance for businesses and non-profits to tax planning, filing returns, and addressing compliance issues for board members, employees, and owners as a trusted non profit tax attorney near you in Dallas, TX.

We can assist with all organizational, tax planning and tax compliance matters for non profit and charitable entities, including the following:

  • Applications with the IRS to obtain tax exempt status
  • Nonprofit Tax Law
  • Private Foundations
  • Public Charities
  • Other tax exempt Organizations

Contact an Experienced Dallas/Fort Worth, Texas non profit/tax exempt Organizations Attorney + CPA

To discuss your tax-exempt status or matters related to charitable organizations with an experienced non-profit CPA near you in Dallas, schedule a confidential consultation with Bruce Bernstien. (214) 706-0837, or fill out our intake form and we will contact you.

Take advantage of our knowledge, skill, experience and connections. Call today.

We are available 24/7 for your convenience. For urgent matters, you can reach us after hours (214) 616-5320 (cell). As an attorney and non-profit CPA in Dallas, Mr. Bernstien understands that legal issues can arise unexpectedly and strives to be accessible when you need assistance. If he is in Tax Court, at the IRS, or in a client meeting, all calls will be promptly returned.

Please note that other professionals, including a non profit CPA near you in Dallas, may be retained to assist on certain matters, and some matters may be referred to another law firm.

Bruce E. Bernstien & Associates, located in Dallas, Texas, serves individuals and small to medium-sized companies throughout the Dallas-Fort Worth area and beyond. We specialize in a range of legal matters, including business startups, individual and business tax planning, tax disputes, and estate planning. Our expertise as a non-profit CPA near you extends to clients in Dallas, Fort Worth, Austin, San Antonio, Houston, Galveston, Plano, and Irving, Texas, as well as nationwide.

Frequently Asked Questions About Tax-Exempt and Non-Profit Organizations

Find answers to common questions about our services

How does a non-profit apply for 501(c)(3) tax-exempt status?
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Applying for 501(c)(3) status requires filing IRS Form 1023 (or the streamlined Form 1023-EZ for qualifying smaller organizations), along with supporting documentation including your organizational documents, a description of your activities, and financial information. The IRS reviews the application to confirm the organization’s purpose and operations meet the requirements for tax exemption. Having an attorney handle the application reduces the risk of delays, requests for additional information, or denials due to technical errors.

Can a non-profit lose its tax-exempt status?
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Yes. The IRS can revoke tax-exempt status if an organization fails to file required annual returns (Form 990) for three consecutive years, engages in activities that violate the terms of the exemption, or operates in a way that primarily benefits private interests rather than public purposes. Maintaining exempt status requires ongoing attention to compliance — something we help clients manage proactively.

What tax returns does a non-profit organization need to file?
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Most 501(c)(3) organizations must file IRS Form 990 annually. The specific version (990, 990-EZ, or 990-N) depends on the organization’s gross receipts and total assets. Private foundations file Form 990-PF. Texas also requires periodic state franchise tax filings and reports. We prepare all required federal and state returns for non-profits to keep them fully compliant.

Does Texas have its own tax exemption for non-profits?
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Yes. Texas offers exemptions from state franchise tax, sales and use tax, and property tax for qualifying non-profit organizations. Each exemption has separate application requirements with the Texas Comptroller and, for property tax, with the appropriate county appraisal district. Federal 501(c)(3) status does not automatically grant state tax exemption — each must be applied for separately.

What is unrelated business income tax (UBIT), and does it apply to our organization?
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Unrelated business income tax (UBIT) applies when a tax-exempt organization generates income from a trade or business that is regularly carried on and is not substantially related to the organization’s exempt purpose. If your non-profit earns income from activities outside its core mission — such as certain advertising revenue, rental income, or commercial services — UBIT may apply. This is a nuanced area of tax law where having experienced counsel is particularly valuable.

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