Cause IQ vendor profile

Creative Planning Tax LLC


Creative Planning Tax LLC is a firm that provides tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota and Iowa (although they are present in other states as well).

Most Creative Planning Tax LLC clients are elementary and secondary schools and grantmaking foundations with revenues ranging from $191,261 to $9.5 million.

Primary location:
Overland Park, KS
Clients in:
PA, DE, NE, SC, KS, VA, MO, MN, IA
Identified clients:
516
Avg client size:
$3.5 mil revenue
Median client size:
$517 thou revenue

Creative Planning Tax LLC client list

  Name Type Location
1 Iowa Donor Network (IDN) 501(c)(3) North Liberty, IA
2 Iowa Natural Heritage Foundation (INHF) 501(c)(3) Des Moines, IA
3 United Way of Central Iowa 501(c)(3) Des Moines, IA
4 Three Rivers Community Action 501(c)(3) Zumbrota, MN
5 Cedar Valley Hospice (CVH) 501(c)(3) Waterloo, IA
6 Boys and Girls Clubs of Central Minnesota 501(c)(3) Saint Cloud, MN
7 Otto Schoitz Foundation 501(c)(3) Waterloo, IA
8 Cedar Rapids Public Library Foundation 501(c)(3) Cedar Rapids, IA
9 American Council of the Blind 501(c)(3) Alexandria, VA
10 Ampact 501(c)(3) Minneapolis, MN
... and 506 more Creative Planning Tax LLC not-for-profit tax-exempt clients identified by Cause IQ

Creative Planning Tax LLC competitors

Competitors to Creative Planning Tax LLC in the nonprofit sector include Berger Lewis Accountancy Corporation, SS&G Inc, Akt LLP, Spire Group PC, Sorority Solutions Inc, Briggs and Veselka Company, Blum Shapiro and Company PC CPA's, Seim Johnson LLP, Seligman Friedman and Co PC, and Lindsay and Brownell LLP.

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