Tax Prep Essentials for Nonprofit Organizations
Join us on September 9, 2025 at 9 am PST
Your Form 990 tells more than just numbers—it tells your nonprofit’s story. In this practical and engaging webinar, Carlos Carazo, CPA, EA, Kendra Dockham, CPA, and Hannah Baldwin, SHRM-CP, Lean Six Sigma Green Belt will share strategies to help you simplify tax season while also strengthening your organization’s public narrative. Together, they’ll cover how your 990 reflects your mission, vision, programs, and governance—and how to align it with the story you want the public to see.
Key takeaways include:
✅Telling your story with your 990.
✅Tips on how to make tax preparation as easy as possible.
✅Understand how to make changes now to save you time later.
Don’t miss this opportunity —register today!
Key takeaways include:
✅Telling your story with your 990.
✅Tips on how to make tax preparation as easy as possible.
✅Understand how to make changes now to save you time later.
Don’t miss this opportunity —register today!
Location
Zoom
Date & Time
September 9, 2025, 9:00 AM - 10:15 AM PST
REGISTRATION
This webinar is offered free for SmithMarion clients
Not a client? You are still welcome to join us for just $55.
Registration is open until September 8th.
Space is limited register today!
Not a client? You are still welcome to join us for just $55.
Registration is open until September 8th.
Space is limited register today!
Speakers
Kendra Dockham
CPA
Kendra is a Principal at SmithMarion, specializing in audits, reviews, and compilations for Non-Profit Organizations. With a passion for helping nonprofits succeed, she leads key firm programs and actively volunteers with organizations like the Susan G. Komen Breast Cancer Foundation, inspiring those around her through her dedication and leadership.
Carlos Carazo
CPA, EA
Carlos is a Principal at Smith Marion with extensive experience in nonprofit compliance, financial reporting, and consulting. A CPA and Enrolled Agent, he has supported nonprofit organizations since 2015. In addition to his professional work, Carlos serves as president of his homeowners’ association (HOA), applying his financial expertise and leadership skills to support his community.