TriMerge Tax

Nonprofit leaders — your 990 deadline doesn't move, even when your calendar is full.

Don't let compliance fall through the cracks during your busiest season.

At TriMerge, we understand the growing concern nonprofits face around IRS compliance and protecting their tax-exempt status, which is why strong governance, financial oversight, and proactive compliance practices remain critical.

https://www.accountingtoday.com/news/nonprofits-fear-irs-will-revoke-tax-exemptions

Nonprofits fear IRS will revoke tax exemptions Nonprofit organizations are worried the IRS and the Treasury Department will take away their tax-exempt status and even sue or prosecute them.

Filed? Good.

Now keep your records. Here's how long:
3 years — general rule
4 years — employment tax records
6 years — if you underreported income by more than 25%
7 years — worthless securities or bad debt deductions
Indefinitely — if you didn't file or filed fraudulently

The IRS has a long memory. So should you.

Tax Day is here.
File it. Extend it. Handle it.
Let’s get it done.

Tax planning happens all year round.

File a tax extension by April 15, 2026, to receive an automatic six-month extension until October 15, 2026, to file your 2025 federal return.

Note: An extension to file is not an extension to pay. You must pay estimated taxes owed by April 15 to avoid penalties.

Tax Season Is Almost Over, But Don't Forget About Your Taxes After April 15

It is year-round tax planning, especially in retirement, that will help ensure your bill isn't a big surprise when tax season comes around again.

Tax Season Is Almost Over, But Don't Forget About Your Taxes After April 15 Don't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.

Running a small business? April 15, 2026 is right around the corner, have you filed?

If your books are not ready, then your return is not ready. April 15th is closer than you think.

The portability election allows a surviving spouse to apply the deceased spouse's unused lifetime estate tax exclusion amount to their own transfers during life or at death, potentially reducing the amount of the surviving spouse's estate that is subject to estate tax.

Minimize a Surviving Spouse's Estate Tax: The Benefits of the Portability Election The Form 706, also known as the United States Estate (and Generation-Skipping Transfer) Tax Return, is a critical document in estate planning and tax management.