Tax Consulting


We’re here to focus on your “Taxes” while you focus on your life and business.

  • Nonprofits are operating in challenging times. Amid evolving regulations, greater transparency requirements, and increasingly intense scrutiny from federal, state, and other government agencies, complexities abound for associations, hospitals, charities, schools, foundations, etc.
  • Estrategya’s Nonprofit Tax Services group provides partner-led, relationship-driven service dedicated to the unique challenges facing nonprofits. We work collaboratively with organization leadership to develop strategies that minimize both tax burdens and compliance risk associated with all relevant regulatory bodies
  • Our goal is to serve as a technical resource for the nonprofit community, providing insights and perspective on a wide range of regulatory and accounting issues.
  • While often lucrative from an investment standpoint, alternatives present a compliance challenge to nonprofits income earned may be subject to unrelated business tax liabilities for an otherwise tax-exempt entity. Alternative investments may include partnerships, which add further challenges to meeting proper reporting and tax treatment guidelines.
  • Estrategya offers the depth of experience needed to determine taxable income, adhere to proper filing requirements, and support all of it. We analyze whether there is unrelated business income, and how that income should be categorized. At all times, our approach is highly collaborative, both with clients and with professionals throughout the Estrategya team, ensuring that we understand the unique issues of every alternative investment class, and its implications for each nonprofit entity. Estrategya works with a wide range of nonprofit organizations, both large and small.


It’s easy: all we need is your email & your eternal love. But we’ll settle for your email.