Tax-exempt organizations must navigate complex federal and state reporting requirements while maintaining compliance with IRS regulations governing nonprofit entities. HBE provides specialized nonprofit tax services designed to help organizations protect their tax-exempt status, maintain transparency, and meet reporting obligations with confidence.

Our team works closely with nonprofit leadership and finance staff to ensure accurate reporting, proactive planning, and clear communication around tax matters that affect mission-driven organizations.

Our nonprofit tax services include:

• Form 990 Preparation and Filing
  Preparation of Form 990, 990-EZ, and related schedules to ensure accurate reporting of financial activities, governance practices, and program accomplishments.

• Unrelated Business Income Tax (UBIT) Analysis
  Identifying and evaluating activities that may generate taxable income and assisting with appropriate reporting and compliance.

• State and Local Tax Filings
  Assistance with state nonprofit filings, charitable registrations, and other required compliance reporting.

• Tax-Exempt Status Guidance
  Advising organizations on maintaining IRS tax-exempt status and addressing issues that may arise related to nonprofit operations or structure.

• IRS Notices and Correspondence Support
  Assisting organizations in responding to IRS inquiries, notices, or examinations related to nonprofit tax filings.

• Tax Planning for Nonprofit Activities
  Helping organizations understand the tax implications of new programs, partnerships, or revenue-generating activities.

Our nonprofit tax specialists help organizations remain compliant with IRS regulations while providing clarity around complex tax matters that affect nonprofit operations.

HBE provides nonprofit tax services to organizations throughout Nebraska and the Midwest, helping mission-driven organizations navigate complex reporting and compliance requirements.

Many nonprofit organizations need experienced financial leadership but may not require — or have the resources for — a full in-house accounting department. Outsourced accounting provides access to professional financial expertise while allowing leadership teams to remain focused on their mission and programs.

HBE provides outsourced nonprofit accounting services that support day-to-day financial operations, strengthen reporting processes, and help leadership teams maintain confidence in their financial information.

Our outsourced accounting services for nonprofits include:

• Monthly Accounting and Financial Reporting
  Maintaining accurate financial records and preparing timely financial statements that support internal management and board oversight.

• Budget Development and Monitoring
  Assisting organizations in building realistic budgets and monitoring financial performance against strategic goals.

• Board-Ready Financial Reporting
  Preparing clear and meaningful financial reports that help board members understand the organization’s financial position and performance.

• Cash Flow Management
  Helping nonprofit leaders monitor cash flow, plan for funding cycles, and maintain financial stability throughout the year.

• Grant Tracking and Financial Reporting
  Supporting organizations in tracking restricted funding, managing grant reporting requirements, and maintaining compliance with funding agreements.

• Controller and CFO-Level Support
  Providing higher-level financial oversight, guidance, and insight to support decision-making and long-term financial planning.

Our goal is to provide nonprofit organizations with the financial management support and reporting clarity they need to operate confidently, meet compliance requirements, and focus on advancing their mission.

HBE provides outsourced nonprofit accounting services to organizations throughout Nebraska and the Midwest, helping leadership teams strengthen financial oversight and operational efficiency.

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Nonprofit leaders are responsible not only for mission impact, but also for financial stewardship, compliance, and long-term sustainability. Our advisory services help executive directors, finance teams, and boards make informed decisions with confidence.

HBE works alongside nonprofit leadership to strengthen financial oversight, improve reporting clarity, and support strategic planning that aligns financial resources with organizational goals.

Our advisory and strategic support services include:

• Strategic Financial Planning
  Helping leadership evaluate long-term financial sustainability, develop financial projections, and align budgets with mission priorities.

• Board & Leadership Financial Reporting
  Preparing clear, meaningful financial reports that help boards and leadership teams understand performance, risks, and opportunities.

• Grant Tracking & Compliance Support
  Establishing processes to properly track grant funding, meet reporting requirements, and ensure compliance with federal and state regulations.

• Internal Controls & Financial Policies
  Reviewing and strengthening financial procedures to improve accountability, reduce risk, and support strong governance practices.

• Operational & Financial Process Improvement
  Identifying opportunities to improve accounting workflows, reporting processes, and financial management systems.

• Organizational Growth & Transition Planning
  Providing guidance as nonprofits expand programs, manage funding changes, or plan for leadership transitions.

Our goal is to provide nonprofit leaders with the financial insight and guidance needed to support their mission today while building a sustainable organization for the future.

HBE provides nonprofit financial advisory services to organizations across Nebraska and the Midwest, helping leadership teams strengthen governance, financial oversight, and long-term stability.