Accurate. Timely. Compliant. Your annual filing, done right.
Form 990 is the annual information return that most tax-exempt organizations are required to file with the IRS. But it is far more than a compliance obligation — it is a public-facing document that donors, grantmakers, watchdog organizations, and the general public use to evaluate your nonprofit's financial health, governance practices, and mission alignment.
A well-prepared Form 990 builds trust and opens doors. A late, inaccurate, or incomplete filing can raise red flags with funders, trigger IRS scrutiny, and — if missed for three consecutive years — result in the automatic revocation of your tax-exempt status.
We handle the full preparation and filing process, so your organization stays current, protected, and transparent.
Form 990 is due on the 15th day of the 5th month after your organization's fiscal year ends. For calendar-year organizations, that is May 15th.
An automatic 6-month extension is available by filing Form 8868 before the original due date. We file extensions proactively when needed.
Penalty for Late Filing
$20/day (up to $10,000) for smaller organizations; $100/day (up to $50,000) for organizations with gross receipts over $1 million.
The correct form depends on your organization's gross receipts, total assets, and entity type. We determine the right variant for you and prepare it completely.
Organizations with gross receipts ≤ $50,000
Simplest filing — 8 basic questions, filed electronically only.
Gross receipts < $200,000 and total assets < $500,000
Abbreviated return with schedules for specific activities.
Larger organizations and those with complex financials
Comprehensive return; public document reviewed by donors and grantmakers.
Private foundations of any size
Includes excise tax calculations and mandatory distribution reporting.
We handle every step of the preparation and filing process — from gathering your financial data to submitting the return and explaining the results to your board.
Gather and review your financial data and prior-year returns
Complete all required schedules (A, B, C, D, and others as applicable)
Prepare a plain-language board summary of your filing
File your return electronically or submit a paper return as required
File an extension (Form 8868) when needed to avoid late-filing penalties
Review program service accomplishments and governance disclosures
Identify and flag any compliance concerns before filing
Many nonprofits face IRS and state agency issues that go beyond the Form 990. Employment and payroll tax compliance is one of the most common — and most consequential — areas of nonprofit tax risk.
Nonprofits with employees must file Form 941 quarterly to report federal income tax withheld, Social Security, and Medicare taxes. Late or missing filings trigger IRS notices and penalties.
Annual wage reporting to employees and the Social Security Administration. Errors or late filings can result in penalties of up to $310 per form.
Most states require separate quarterly payroll tax filings, unemployment insurance reports, and new-hire reporting. Requirements vary by state and must be tracked independently of federal filings.
The IRS Trust Fund Recovery Penalty can hold responsible individuals personally liable for unpaid employment taxes — even in a nonprofit. We help identify and resolve these situations before they escalate.
Schedule a free consultation and we'll review your organization's filing history, determine the correct form, and get you on a compliance calendar.