Souza Roy recognizes the important work of non-profits in our community and beyond and appreciates the opportunity to assist non-profits in their various endeavors.

When a client comes to us with a desire to establish a non-profit, we can get them off to the right start by forming the entity and preparing the governance documents that will be acceptable when ultimately reviewed by the IRS upon application for tax exempt status.

Further, we help non-profit organizations obtain tax exempt status by preparing the appropriate IRS application, allowing the client to focus on their non-profit work rather than delving into the IRS rules, regulations, requirements and schedules.

Once tax exempt status is obtained, we advise our clients on the legal duties of boards, including fiduciary and ethical obligations, best practices for board members and avoiding conflicts of interest.