990 Tax Preparation
Your Form 990 is public. Your donors are watching.
Expert 990 preparation for 501(c)(3) organizations — accurate, compliant, and filed with the care your mission deserves.
What's included
Nonprofit-exclusive preparation, backed by IRS Electronic Return Originator (ERO) status.
Form 990 / 990-EZ preparation
Complete annual return preparation, matched to your organization's actual structure.
Schedule preparation
Every required schedule, including Schedule A for the public support test.
Financial statement alignment
Your return reconciled to your organization's books — no gaps, no contradictions.
Board review package
Complete presentation materials that satisfy IRS governance review requirements.
Federal extension filing
Form 8868 extension processing handled for you when more time is needed.
IRS inquiry support
Direct assistance responding to IRS questions about a return we prepared.
A three-step process, not a scramble
- 1
Free 990 interview
A short conversation to scope the engagement and understand your organization's structure.
- 2
Document collection & preparation
We organize what's needed and prepare the return against your financial statements.
- 3
Board review & e-filing
You review a board-ready package before we e-file — nothing goes to the IRS as a surprise.
Common questions
When is Form 990 due, and can we get an extension?+
990 due dates depend on your fiscal year end. We can also file a Form 8868 extension if you need more time.
What happens if we miss the deadline?+
Missed deadlines can carry IRS penalties and put your tax-exempt status at risk — we build in buffer time specifically to avoid that.
Does this conflict with our existing bookkeeper?+
No — we work from your existing books. If gaps come up during preparation, we'll flag them, but this isn't a bookkeeping replacement.
Do smaller nonprofits really need professional 990 help?+
Form 990 is a public document — donors, funders, and watchdog groups read it. Smaller organizations often have the most to lose from an error, not the least.
Can you help if a prior return was flagged by the IRS?+
Yes — we can review a previously flagged return and help prepare a response or amended filing.
How is this priced?+
Flat-fee, scoped to your organization's size and complexity — no surprise hourly billing.
Let's get it right
Your Form 990 is the most public financial document your organization produces. It deserves more than a rush job.
Book my free 990 interviewPrefer to talk it through first? Call us at 866-648-8408