Form 990 preparation and e-filing
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.
What's included →
Services
Form 990 filing services
Preparation, review and e-filing for every return in the Form 990 family, plus the extensions, late returns and state filings around them. Fixed quote before any work starts.
Form 990-EZ preparation and e-filing
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.
What's included →Form 990-N (e-Postcard) filing service
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.
What's included →Form 990-PF preparation for private foundations
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.
What's included →Form 990-T preparation for unrelated business income
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.
What's included →Form 8868 extension filing for exempt organizations
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.
What's included →Late Form 990 filing, penalty relief and reinstatement
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.
What's included →State charity registration and annual renewals
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.
What's included →How it works
A simple, transparent process
You always know what we need, what it costs and when it will be filed.
- 1Short consultationA call or a few emails to understand your organization, your fiscal year and what was filed before.
- 2Fixed quote and checklistYou get a price and a tailored list of the documents we need. Nothing starts until you approve.
- 3PreparationWe prepare the return and every schedule that applies, and file an extension if the books need more time.
- 4Review with youWe walk you through the draft, flag anything the public or your board will notice, and answer questions.
- 5Your signatureAn authorized officer signs Form 8879-TE electronically. No printing, no mailing.
- 6E-filed and confirmedWe transmit the return and send you the IRS acceptance, plus a copy for your records and public-disclosure requests.
Board review package
A short, plain-English summary of the return for your board: what changed from last year, what the public will see, and the governance questions the board should be able to answer. Form 990 asks whether your board reviewed the return before it was filed.
Form 990 training
A working session for staff, treasurers or new board members on how the 990 is built, what the IRS asks and how to keep records during the year so next year's return is easier.