Tax Compliance
Expert Form 990 preparation and e-filing services for non-profit organizations. We handle the compliance, so you can focus on your programs and mission.
Form 990-N (e-Postcard)
For small tax-exempt organizations with gross receipts of $50,000 or less. We handle the electronic filing requirement to maintain your exempt status.
Our 990-N Services Include:
- Eligibility verificationWe confirm your organization qualifies for the simplified 990-N filing based on gross receipts and IRS requirements.
- Annual electronic notice preparationWe prepare all required information for your e-Postcard, including EIN verification, principal officer details, and fiscal year confirmation.
- Filing period trackingWe monitor your filing deadlines and send reminders to ensure you never miss the 4.5-month window after your fiscal year ends.
- Fast e-filing submissionYour 990-N is submitted electronically through our secure Tax990 partnership, with confirmation within 24-48 hours.
- Revocation risk assessmentWe review your filing history and alert you to any gaps that could put your tax-exempt status at risk of automatic revocation.
Filing fees $19.99 included. Fees vary based on the complexity and accuracy of your organization's accounting records.
Form 990-EZ
For organizations with gross receipts between $50,000 and $200,000, and total assets less than $500,000. This form provides a more detailed picture of your organization's finances while remaining simpler than the full Form 990.
Our 990-EZ Services Include:
- Complete form preparationWe handle all sections of Form 990-EZ, including revenue, expenses, balance sheet, and program accomplishments.
- Schedule A preparation (if applicable)Public charity status documentation and public support tests are calculated and included when required.
- Financial statement reconciliationWe reconcile your books to ensure the 990-EZ accurately reflects your organization's financial position.
- E-filing with IRSSecure electronic filing through our Tax990 partnership with IRS confirmation and acceptance tracking.
- Extension filing (Form 8868) if neededIf you need more time, we file for up to a 6-month automatic extension to avoid late penalties.
Filing fees $99.90 included. Fees vary based on the complexity and accuracy of your organization's accounting records.
Full Form 990
Required for larger organizations with gross receipts over $200,000 or total assets over $500,000. We handle all the complexity of the full Form 990, including all applicable schedules.
Comprehensive Support:
- Full Form 990 preparationComplete preparation of the 12-page core form covering all aspects of your organization's operations, governance, and finances.
- All necessary schedules (A through R)We prepare all applicable schedules including Schedule A (Public Charity), Schedule B (Contributors), Schedule O (Supplemental Info), and more.
- Governance and compliance reviewWe review your governance policies, conflict of interest procedures, and compensation practices to ensure IRS compliance.
- Financial reconciliationThorough reconciliation of your financial statements to ensure accurate reporting of revenue, expenses, and net assets.
- E-filing and submissionSecure electronic filing through our Tax990 partnership with real-time IRS acceptance confirmation.
- Board-ready summary reportsWe provide clear, executive-level summaries of your 990 filing that your board can easily review and understand.
Filing fees $199.90 included. Fees vary based on the complexity and accuracy of your organization's accounting records.
Ready to ensure compliance?
Let us handle your Form 990 preparation and filing. Schedule a consultation to discuss your organization's needs.
Schedule Consultation