Form 990
The full Form 990 and every schedule it calls for, reconciled to your financial statements, reviewed with you and e-filed, with a board review package and a public copy.
We prepare and e-file Form 990, 990-EZ, 990-N, 990-PF and 990-T for nonprofits of every size, and we catch up returns that have fallen behind. You focus on the mission; we handle the IRS paperwork.
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One team for the federal return, the extension, the unrelated business income return and the state filings that follow it.
The full Form 990 and every schedule it calls for, reconciled to your financial statements, reviewed with you and e-filed, with a board review package and a public copy.
For organizations under $200,000 in gross receipts and $500,000 in assets. We confirm you qualify, prepare the return and its schedules, review it with you and e-file it.
For small organizations with gross receipts normally $50,000 or less. We confirm you qualify, check what the IRS has on file for your EIN, and submit the e-Postcard for you.
Every private foundation files Form 990-PF every year, whatever its size. We prepare it with the excise tax, distribution test and grants list done right, and plan estimated payments.
Advertising, a café, debt-financed rentals or partnership income can be taxable even for a tax-exempt organization. We sort out what counts, prepare the 990-T and plan estimated tax.
Books not closed yet? Form 8868, filed by the original due date, gives an automatic six months for Forms 990, 990-EZ, 990-PF and 990-T. We file it and calendar the new date.
Missed a year, or three? We work out what is missing, file it in the right order, help you request penalty relief for reasonable cause and guide reinstatement after revocation.
Many states want a copy of your Form 990 with an annual charity renewal. We prepare the state reports that go with your federal return and line up the deadlines.
You always know what we need, what it costs and when it will be filed.
A Form 990 is not a tax return in the usual sense. It is a public document that donors, grantmakers, journalists and state regulators read. Getting it right means more than matching the numbers to your books.
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Plain-English guides, each checked against the IRS instructions they cite.

The 990-N, 990-EZ, full 990 or 990-PF: the answer turns on your gross receipts, your total assets and whether you are a private foundation.

For returns due in 2026, $25 a day for most organizations and $130 a day for larger ones, and the same penalty applies to incomplete returns.

Three missed annual returns in a row and the exemption is gone, automatically, with no appeal. Reinstatement is possible, and moving fast keeps more options open.

Your return is due on the 15th day of the 5th month after your year ends. One Form 8868, filed by that date, buys an automatic six months.

How a 501(c)(3) proves it is a public charity rather than a private foundation, using a five-year support calculation, a 2% cap on large donors and a few important exceptions.

Eight pieces of information, filed online once a year. It takes minutes, and skipping it three years running costs an organization its exemption.
Form 990 is the annual information return most tax-exempt organizations file with the IRS. It reports the organization's mission, programs, finances, governance and pay. Smaller organizations may file the shorter Form 990-EZ or the online Form 990-N instead, private foundations file Form 990-PF, and churches are generally not required to file. See which form you file.
On the 15th day of the 5th month after your fiscal year ends: May 15 for a calendar-year organization. If that day falls on a weekend or legal holiday, the deadline moves to the next business day. Use our due date calculator.
Yes. Form 8868, filed by the original due date, gives an automatic six-month extension for Forms 990, 990-EZ and 990-PF. The 990-N can't be extended. We can file it for you.
For returns due in 2026, the IRS charges $25 a day for most organizations and $130 a day for larger ones, and three missed years in a row revoke your exemption automatically. See late-filing penalties and automatic revocation.
It depends on the form, the schedules that apply and the state of your records, so we give you a fixed quote after a short review of last year's return and your financial statements, before any work starts. Request a quote.
Yes. Form 990 is a federal return filed electronically, so we work with nonprofits anywhere in the United States, and we prepare the state charity filings that go with it.
Original and extended due dates, weekends and holidays included.
The daily penalty and its cap for a late or incomplete return.
Schedule A Part II: do you meet the 33⅓% test?
When three missed years would revoke your exemption.