Nonprofit & Tax-Exempt Organizations
Form 990 preparation with a clear, defined scope
Annual information returns combine financial reporting, governance questions, program descriptions, and organization-specific schedules. We bring those pieces together in one coordinated filing process.
Who We Help
A good fit for
This service is designed for tax-exempt organizations that need a complete annual information return and a practical records review before filing.
- Public charities and other 501(c)(3) organizations
- Labor organizations and unions described in section 501(c)(5)
- Trade associations and business leagues described in section 501(c)(6)
- Other exempt organizations, including certain 501(c)(4) organizations
Annual Filing
Form 990 and Form 990-EZ preparation
We roll forward the prior return, reconcile it to the current-year records, and organize the financial and operational disclosures required for filing.
- Filing-form and threshold confirmation
- Revenue, expense, balance-sheet, and functional-expense reporting
- Officer, director, compensation, governance, and policy disclosures
- Program-service descriptions and prior-year comparison
Schedules & State Filing
Organization-specific reporting
The required schedules depend on the organization’s activities, financial accounts, political or lobbying activity, and state filing profile.
- Schedule C for political activity, lobbying, and applicable dues disclosures
- Schedule D for investments and supplemental financial disclosures
- Schedule O for narrative explanations and governance disclosures
- California Form 199; Form 990-T or California Form 109 quoted separately when applicable
Records Readiness
Clean records before the return is prepared
The fixed filing fee assumes reconciled books. If year-end adjustments or cleanup are needed, we identify that work before it changes the engagement.
- Prior-year return, current trial balance, general ledger, and financial statements
- Officer list, governing-body changes, and relevant policy updates
- Year-end adjusted trial balance package available as a separate non-assurance service
- Bookkeeping cleanup or historical reconstruction quoted separately
Quoting
What affects the quote
Fees depend on the filing form, required schedules, record quality, related entities, unrelated business activity, state filings, and changes from the prior year. After reviewing the prior return and current-year records, we provide a written fixed-fee scope.
Our Process
How the engagement starts
Send the prior Form 990 and a short summary of the current year, fiscal year-end, and known deadlines.
We review the filing profile, required schedules, state return, and condition of the books.
We prepare the return, resolve open questions, and review material disclosures with an authorized officer.
After authorization, we file electronically and provide final copies for the organization’s records.
Next Step
Start with the prior return and a short summary
Tell us the organization type, fiscal year-end, filing deadline, and whether the books are reconciled. Sensitive records are collected through the secure portal after engagement.