Form 990 Series
Your federal information return tells the financial, program, governance, and public-support story of your nonprofit.
- 990-N eligibility review
- Form 990-EZ preparation
- Full Form 990 preparation
- Schedules based on your activities
Nonprofit tax & compliance filing support
Get your Form 990 and state filings completed with confidence.
CPA-led preparation for nonprofits nationwide that need their federal return, applicable state forms, and state Attorney General filings coordinated, accurate, and ready to submit.
- Form 990 Series
- Applicable State Forms
- State Attorney General
Same-day appointments available · No-pressure initial review
Nonprofit-focused CPA supportFiling work informed by nonprofit accounting experience
FederalForm 990-N, 990-EZ and 990
State FormsApplicable tax and information returns
State AGCharity registration and renewal filings
The filings we coordinate
Three filing categories. One clear compliance picture.
Your organization may have separate federal, state tax or information-return, and charitable-registration obligations. We help connect the financial information across each filing.
State Forms
Many states require a separate nonprofit tax return, information return, registration, or exemption-related filing.
- State requirement review
- Federal-to-state reconciliation
- Applicable state form preparation
- Extension coordination when available
State AG Filings
Many charitable organizations must register or renew with a state Attorney General, charities bureau, or similar regulator.
- Registration or renewal preparation
- Revenue and asset reporting
- Required attachment review
- Coordination with your Form 990
Not sure which version applies? Filing requirements depend on factors such as gross receipts, assets, entity status, activities, and registration history. We confirm the expected filing package before beginning.
More ways we can help
Behind on filings or books? We can help you move forward.
Filing problems often begin with incomplete records, QuickBooks issues, or missed prior-year returns. We can address the underlying work as part of a practical path back to good standing.
Late and Delinquent Forms
We help identify missing federal and state filings, organize the needed records, and prepare prior-year returns. Deadlines, penalties, and available remedies depend on the facts.
Nonprofit Bookkeeping Support
Get help organizing transactions, reconciling accounts, correcting classifications, tracking restricted funds, and producing reliable financial statements for filing preparation.
QuickBooks Support
We can clean up your existing QuickBooks file, improve the chart of accounts, resolve reconciliation problems, and establish a monthly process that supports future Form 990 preparation.
Form 1023 Reinstatement Support
If a 501(c)(3) lost tax-exempt status after missed annual filings, we can help evaluate the reinstatement path and prepare Form 1023 or Form 1023-EZ, as applicable, including a request for retroactive reinstatement when appropriate.
A straightforward process
From financials to filing-ready
You get a defined request list, professional preparation, and a chance to review the story your return tells.
Filing check
Tell us about your organization, fiscal year, revenue, locations, and filing history.
Document request
We provide a focused list of financial, payroll, governance, and program information.
Preparation
We prepare the applicable federal and state filings as one coordinated package.
Review & submit
We walk through key disclosures and next steps before authorized submission.
Simple starting price
All three filing categories starting at $99.
Get coordinated preparation for your federal Form 990 series return, applicable state form, and applicable state Attorney General filing.
One coordinated filing package
We help determine the appropriate federal and state forms, gather the required information, prepare the filings, and review the completed package with you.
All three filing categories starting at$99Get Started
The starting price applies to qualifying, straightforward filings. More complex returns, additional schedules, bookkeeping cleanup, delinquent filings, or amended returns may require additional work.
Your nonprofit finance advisor
Work with a CPA who understands what happens before the return.
A good Form 990 starts with reliable books and a clear understanding of your programs, restrictions, grants, and governance. Matt Fogler, CPA, brings that nonprofit accounting perspective to the filing process.
Certified Public AccountantNonprofit Accounting FocusNationwide Filing Support
When the filing reveals a bookkeeping or reporting issue, you do not have to start over with another provider. We can help clean up QuickBooks, improve the monthly close, build board-ready reporting, and support your finance team throughout the year.
QuickBooks cleanup
Monthly accounting
Board reporting
Controller support
Common questions
Nonprofit filing FAQs
Do all nonprofits file the same Form 990?
No. Depending primarily on gross receipts and assets, an organization may file Form 990-N, Form 990-EZ, or the full Form 990. Certain organizations and activities have different rules. We confirm the likely form based on your facts.
Do nonprofits have to file separate state forms?
Often, but requirements vary. A state may require a nonprofit tax return, information return, exemption filing, charitable registration, or other annual report. We review the requirements that apply to your organization and its activities.
What is a state Attorney General filing?
Many states require charities that solicit contributions to register or renew with the state Attorney General, charities bureau, Secretary of State, or another regulator. The form name, attachments, exemptions, and deadlines vary by state.
When are nonprofit returns due?
Form 990 series returns are generally due on the 15th day of the fifth month after the fiscal year ends. State filing deadlines and extension rules vary and should be confirmed for each applicable jurisdiction.
Can you help if our bookkeeping is not ready?
Yes. We can assess the books and define any cleanup needed before preparing the returns.
Can you help with late or missing nonprofit returns?
Yes. We can review your filing history, identify missing federal and state forms, help organize the necessary records, and prepare prior-year filings. The consequences and available corrective steps depend on the number of missed years and the agencies involved.
Can Form 1023 be used to reinstate tax-exempt status?
For a 501(c)(3) automatically revoked after failing to file required annual returns or notices for three consecutive years, reinstatement generally requires a new exemption application using Form 1023 or Form 1023-EZ, as applicable, plus the IRS user fee. Retroactive reinstatement may be requested when the applicable requirements are met; approval is determined by the IRS.
Do you also provide ongoing accounting support?
Yes. Services can include QuickBooks setup and cleanup, monthly close, restricted-fund and grant tracking, financial statements, board reporting, and controller-level support.
Ready to get organized?
Start with a clear review of your filing needs.
Tell us about your nonprofit, and we’ll help identify the federal and state filing package that fits your organization. Same-day appointments are available.