Tax Planning

Tax Planning

The not-for-profit sector is defined by its diversity.

We work with a broad spectrum of not-for-profit groups, such as charities, housing associations, educational institutions, health care providers and private foundations and help make the most of taxes and reliefs. Our not-for-profit tax team helps to ensure your charity is fully tax compliant and structured optimally and to make the best use of the reliefs you’re entitled.

Here are some ways we could help you:

Tax-Exempt Status and Sales tax advice

Help non-profits obtain and maintain their tax-exempt status under the relevant section of the tax code and guide them through the application process and ensure they meet the necessary requirements.

Identifying Tax Deductions

Non-profits are eligible for certain tax deductions, such as contributions from donors and specific expenses directly related to their exempt purpose. We work with you to identify eligible deductions and maximize their tax advantages.

Structuring Fundraising Activities

Advise non-profits on structuring fundraising activities to ensure compliance with tax regulations and help determine which fundraising methods have tax implications and suggest tax-efficient approaches.

Grant Compliance

Non-profits often receive grants, and the tax treatment of these funds can vary depending on their nature. We assist in understanding the tax implications of different types of grants and ensure proper reporting.

Foreign Activities and Reporting

If a non-profit engages in activities outside its home country, there may be tax implications. Our experts could advise on tax reporting requirements related to international activities.

Tax Reporting, and Filings

Prepare and file various tax forms which provides information about the non-profit's activities, finances, and governance. Ensuring accurate and timely filings is essential for maintaining tax-exempt status.

Tax Compliance Review

Perform regular reviews to ensure the non-profit is compliant with all tax laws and regulations thus, helping prevent potential penalties and issues with tax authorities.

By offering expert tax planning advice and navigating the complexities of tax regulations, our experts enable non-profits to make informed financial decisions that support their mission while maximizing tax benefits and ensuring compliance with applicable tax laws.

How we can help?

Our specialists will guide you and your company through every stage of the business life cycle, from start-up, through Series A and beyond. With various services under one roof, we work collaboratively with you to provide a one-stop-shop service for all your financial requirements. 

Our financial service includes :

  • Support in arranging corporate finance
  • Management accounting and Outsourced bookkeeping
  • Business valuations
  • Preparing your financial statements
  • Audit
  • Reclaim R&D expenditure
  • Corporation tax filings
  • Sales Tax compliance
  • Payroll services
  • Setting up a benefits structure and staff rewards system

You can focus on and grow your business by outsourcing your finance needs to our expert team.

Call us, find us, contact us

Tell us what you need or ask us a question

+44 74928 86053 / +44 74900 78652 / +91 99992 54365 / +91 98110 94733 connect@optimyze.finance

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Optimyze Finance LLP India
10 , Basement Vinobapuri Lajpat Nagar II ,Delhi
110024
Optimyze Finance UK
Sutton Point 6 Sutton Plaza, Sutton Court Rd, Sutton
London, England
SM14FS