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, real estate services, civic and social organizations, and grantmaking foundations with revenues ranging from $196,546 to $10 million.

Primary location:
Overland Park, KS
All locations:
NE, MO, PA, IA, MN, VA, KS
Identified clients:
423
Avg client size:
$3.3 mil revenue
Median client size:
$517 thou revenue

Creative Planning Tax LLC client list

 NameTypeLocation
1Iowa Donor Network (IDN)501(c)(3)North Liberty, IA
2Iowa Natural Heritage Foundation (INHF)501(c)(3)Des Moines, IA
3United Way of Central Iowa501(c)(3)Des Moines, IA
4Cedar Valley Hospice (CVH)501(c)(3)Waterloo, IA
5Boys and Girls Clubs of Central Minnesota501(c)(3)Saint Cloud, MN
6The Children's Place501(c)(3)Kansas City, MO
7American Council of the Blind501(c)(3)Alexandria, VA
8Ampact501(c)(3)Minneapolis, MN
9Hiawatha Academies501(c)(3)Minneapolis, MN
10Central Minnesota Mental Health Center (CMMHC)501(c)(3)Waite Park, MN
...and 413 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 DZH Phillips LLP, Elgee Rehfeld Mertz LLC, Ribis Jones and Maresca PA, Mcdermott and Miller PC, Carbis Walker LLP, Galusha Higgins and Galusha PC, Saxbst LLP, Mcenerney Brady and Company LLC, Melanson Heath and Company PC, and Brooks Mcginnis and Company LLC.

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