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, individual and family services, and grantmaking foundations with revenues ranging from $205,000 to $8.9 million.

Primary location:
Overland Park, KS
Clients in:
SC, MO, MA, NE, IA, MN, PA, DE, KS, VA
Identified clients:
551
Avg client size:
$3.5 mil revenue
Median client size:
$506 thou revenue

Creative Planning Tax LLC client list

  Name Type Location
1 Good Tidings Foundation 501(c)(3) Burlingame, CA
2 Iowa Natural Heritage Foundation (INHF) 501(c)(3) Des Moines, IA
3 Three Rivers Community Action 501(c)(3) Zumbrota, MN
4 United Way of Central Iowa 501(c)(3) Des Moines, IA
5 Cedar Valley Hospice (CVH) 501(c)(3) Waterloo, IA
6 Nova Center 501(c)(3) Kansas City, MO
7 Boys and Girls Clubs of Central Minnesota 501(c)(3) Saint Cloud, MN
8 St Cloud Area Family YMCA 501(c)(3) Saint Cloud, MN
9 Cedar Rapids Public Library Foundation 501(c)(3) Cedar Rapids, IA
10 American Council of the Blind 501(c)(3) Alexandria, VA
... and 541 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, PMB Helin Donovan LLP, SS&C Solutions Inc, Eks&h LLLP, Morrison Brown Argiz and Farra LLC, Hayashi Wayland Accounting and Consulting, Kevin P Martin Associates PC, Rina Accountancy Corporation, Aronson LLC, and Somerset CPAs and Advisors.

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