Non-Profit Tax
Kaufman Rossin’s tax-exempt experts help non-profit organizations understand their current tax-exempt status, filing requirements and (if necessary) steps to get back into compliance
We know the non-profit community from both sides of the board table, with decades of board service to some of South Florida’s most prominent organizations.
We assist our tax-exempt clients by:
- Preparing applications for tax-exempt status and helping clients navigate this complex process
- Preparing federal and state exempt organization tax returns
- Keeping informed of all developments in state and federal laws in order to advise clients throughout the year of changes that may affect their organization
Our Professionals



Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
She provides tax compliance, advisory and consulting services for a variety of clients including public charities, private foundations, estates, trusts, and high-net-worth individuals. Heidi has a passion for charitable planning and is one of the specialists in the firm's exempt organization pra…
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew has extensive experience advising individuals, families and fiduciaries on tax and administration matters for estates and trusts, and expertise with planning for individual retirement accounts and public and private charities. Matthew is one of the leaders in the firm’s private client grou…
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
She has presented numerous continuing education seminars on various tax-related topics to firm members and has conducted seminars for state and local CPA professional societies. She also assists in training new department members on estate, trust and exempt organization tax compliance requirements a…



Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
She provides tax compliance, advisory and consulting services for a variety of clients including public charities, private foundations, estates, trusts, and high-net-worth individuals. Heidi has a passion for charitable planning and is one of the specialists in the firm's exempt organization pra…
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew has extensive experience advising individuals, families and fiduciaries on tax and administration matters for estates and trusts, and expertise with planning for individual retirement accounts and public and private charities. Matthew is one of the leaders in the firm’s private client grou…
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
She has presented numerous continuing education seminars on various tax-related topics to firm members and has conducted seminars for state and local CPA professional societies. She also assists in training new department members on estate, trust and exempt organization tax compliance requirements a…



Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
She provides tax compliance, advisory and consulting services for a variety of clients including public charities, private foundations, estates, trusts, and high-net-worth individuals. Heidi has a passion for charitable planning and is one of the specialists in the firm's exempt organization pra…
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew has extensive experience advising individuals, families and fiduciaries on tax and administration matters for estates and trusts, and expertise with planning for individual retirement accounts and public and private charities. Matthew is one of the leaders in the firm’s private client grou…
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
She has presented numerous continuing education seminars on various tax-related topics to firm members and has conducted seminars for state and local CPA professional societies. She also assists in training new department members on estate, trust and exempt organization tax compliance requirements a…



Heidi Suarez, CPA
Senior Manager, Estate & Trust
Miami
Heidi is a senior manager in Kaufman Rossin's estate, trust and exempt organization practice, where she helps high-net worth individuals, charitable organizations, estates and trusts navigate complex tax issues.
Matthew Wahler, CPA
Principal, Estate & Trust
Boca Raton
Matthew Wahler is a principal in Kaufman Rossin’s tax advisory services department. He provides tax compliance, advisory and consulting services for estates, trusts, tax-exempt organizations and high-net-worth individuals.
Janet Fifer, CPA
Associate Principal, Estate & Trust
Miami
Janet Fifer joined Kaufman Rossin in 1996 and is an associate principal in the estate, trust and exempt organizations practice. Janet is in charge of fiduciary income tax compliance and oversees fiduciary accountings prepared in accordance with Florida law.
She also oversees the…
Latest Insights
Featured Blog
How Will Election Results Impact Tax Outlook for 2021 and Beyond?
Featured News
Tax law considerations for charitable NIL collectives in college sports

Law Firms | November 22, 2022
Tax law considerations for charitable NIL collectives in college sports

All Industries | February 24, 2022
What to Know About Filing a 2021 Income Tax Return if you Own a Business
Resources
Planning Tool
Tax Planning Guide
FAQ
Which Healthcare Industry Purchases Are Tax-Exempt?
Infographic
Women leaders sharpen focus on DEI
Video
Cybersecurity Steps to Maintain a Resilient Hybrid Workplace
Survey
2022 Broward Executive Survey Results
Video