We have 32 years of combined experience providing tax services to nonprofit organizations, focusing on trade associations, public charities, and private foundations. Whether you are setting up a new nonprofit, filing your annual tax return, trying to reinstate a lost exemption, or facing an IRS examination, the tax advisors at TrimnerBeckham will work with you to identify clear, understandable solutions.
Certified Public Accountant (CPA), Virginia
Master of Taxation, American University
Bachelor of Arts in Accounting, James Madison University
American Institute of Certified Public Accountants, Member
Greater Washington Society of Certified Public Accountants, Member
Florida Institute of Certified Public Accountants, Not-for-Profit Organizations Conference Committee
David has more than 20 years of experience in nonprofit tax consulting. He works with growing and established public charities, private foundations, trade associations, healthcare organizations, and higher education institutions. Devoted to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities, David helps enhance an organization’s image with contributors, the media, and the general public. His areas of concentration also include unrelated business income, intermediate sanctions, obtaining and maintaining exempt status, executive compensation & benefits disclosures, IRS examinations, and state solicitation registrations.
Enrolled Agent (EA).
Master of Business Administration, American Public University.
Graduate Certificate in Nonprofit Organizational Management, American Public University.
Bachelor of Science in Accounting, University of Maryland
Ivy has over 12 years of experience in nonprofit tax consulting. She has a passion for providing clients with valuable insights into how they can stay true to their mission and maintain their tax-exempt status. She focuses on federal and state tax planning and compliance for public charities, private foundations, and other tax-exempt organizations. Ivy has provided tax consulting and annual compliance services to hundreds of nonprofit organizations. She also performs tax planning, analysis, and research to help clients determine appropriate resolutions to their tax issues.