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 $185,909 to $9.6 million.

Primary location:
Overland Park, KS
Clients in:
MN, KS, MO, NE, DE, IA, PA, VA
Identified clients:
511
Avg client size:
$3.5 mil revenue
Median client size:
$478 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 Cedar Valley Hospice (CVH) 501(c)(3) Waterloo, IA
5 Boys and Girls Clubs of Central Minnesota 501(c)(3) Saint Cloud, MN
6 Otto Schoitz Foundation 501(c)(3) Waterloo, IA
7 The Children's Place 501(c)(3) Kansas City, MO
8 American Council of the Blind 501(c)(3) Alexandria, VA
9 Ampact 501(c)(3) Minneapolis, MN
10 Hiawatha Academies 501(c)(3) Minneapolis, MN
... and 501 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 Briggs and Veselka Co LLP, SS&C Solutions Inc, PMB Helin Donovan LLP, Peterson Sullivan LLP CPA's, Eks&h LLLP, Morrison Brown Argiz and Farra LLC, Bader Martin PS, Hayashi Wayland Accounting and Consulting, Kevin P Martin Associates PC, and Rina Accountancy Corporation.

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