Trust and Non-profit Tax Services.

As our client, you benefit from:

  • The personal attention of a boutique operation complemented by the resources of a large firm
  • A collaborative team that sees itself as part of your organization
  • Expert tax and financial guidance that gives you confidence in your goals
  1. Non-profit Tax Services

JL Wennes CPAs will guide you through the maze of forms that are required to be filed for you to maintain your tax exempt status.  We will prepare your annual filing with the Internal Revenue Service and submit the proper documents to the State.  We can also provide guidance on internal controls to safeguard your organization against embezzlement and theft.

  1. Estates and Trust Tax Preparation

JL Wennes CPAs knows that the administration of estates and trusts can be difficult.  We know the available elections, distribution rules, and filing deadlines that are necessary for trust administration.  We help trustees and fiduciaries avoid potential problems by following the trust document precisely and filing the appropriate tax forms.