Preparation of the 990 Series

Preparation of the 990 Series

We understand that your Form 990 is more than just another tax return, it’s an information return.  It’s an overview of your organization’s financial, outlines your mission, and your yearly accomplishments for that mission.

Being tax exempt, your organization is required to comply with strict adherence to laws, regulations, and special reporting requirements at the federal and local level. As an exempt organization tax specialists, I have an in-depth knowledge of the complexities facing tax-exempt organizations and offer tax planning, compliance, and consulting services that extend beyond basic Form 990 preparation. We continually monitor pending legislative and regulatory changes and will work with you to develop innovative tax strategies designed to comply with federal and state law, avoid unnecessary penalties and sanctions, and minimize both tax burdens and reputational risk resulting from inappropriate reporting.

Our tax compliance services for non-profits include:

  • Preparation of 990 tax returns
  • Complete and file application for exempt status 501(c)
  • Tax planning and compliance
  • Clergy taxes – tax planning and income tax returns
  • Payroll tax filing
  • Unrelated business income