Tax Services

Form 990 & State Annual Filings for Nonprofit Organizations
Comprehensive Tax Compliance for Mission-Driven Organizations

Nonprofit organizations operate under unique reporting requirements that demand accuracy, transparency, and deep knowledge of federal and state regulations. Our CPA firm specializes exclusively in supporting not-for-profit entities with their annual tax and regulatory filings—ensuring your organization remains compliant while you stay focused on your mission.

Form 990 Preparation & Submission

Every exempt organization must file an annual Form 990, and the quality of this return speaks to your organization’s governance, financial stewardship, and public accountability. Our team brings extensive nonprofit tax expertise to deliver:

✔ Complete Form 990 Preparation

Including all required schedules, functional expense allocations, program service accomplishments, and disclosures tailored to your nonprofit’s structure.

✔ Form 990-EZ, 990, 990-N, and 990-PF

We handle filings for organizations of all sizes, including private foundations and supporting organizations.

✔ Accuracy & Compliance Review

We ensure your filing adheres to IRS standards, reflects your financials correctly under GAAP, and avoids common compliance pitfalls.

✔ Board-Ready Drafts

We prepare a clear, board-presentation version of your return and support any questions from leadership prior to submission.

✔ Electronic Filing & IRS Submission

We manage the full e-file process and confirm receipt for your records.

State Annual Reports & Charitable Registration Filings

Beyond federal reporting, nonprofits must maintain good standing in each state where they operate or solicit funds. We assist organizations with:

✔ State Annual Reports

Preparation and submission of annual corporate filings for states where your organization is incorporated or registered to do business.

✔ Charitable Solicitation Renewals

Including NY CHAR500, NJ CRI, CA RRF-1, and all other state charity bureau filings.

✔ Multi-State Compliance

Support for organizations operating or fundraising in multiple jurisdictions, including deadlines, required attachments, audit thresholds, and fees.

✔ Secretary of State Filings

Including biennial reports, address updates, registered agent changes, and more.

✔ State Extensions & Deadlines Management

We track due dates and handle all extension requests to ensure timely compliance year-round.