NonProfit Tax Services

Expert Form 990 preparation, advisory, and tax planning for nonprofit, charity and 501(c)(3) organizations.

Tax filings that protect your mission — and tell your story

Our tax services support the full lifecycle of your organization’s compliance — from annual Form 990 filings to state reporting, private foundation requirements, UBIT studies, and long-term planning. We work exclusively with exempt organizations, helping you stay compliant, reduce risk, and strengthen the financial story you present to donors, regulators, and your board.

Form 990 Services

Form 990N

For small nonprofits with gross receipts normally ≤ $50,000.

  • Filing of the annual e-Postcard

  • Confirmation of successful IRS submission

  • Eligibility review for continued 990-N usage

Form 990-EZ

For organizations with gross receipts under $200,000 and assets under $500,000.

  • Full preparation and review

  • Required schedules (A, B, O, etc.)

  • Governance, compensation, and public support disclosures

Form 990 Full

For larger organizations and those requiring complete reporting.

  • Comprehensive preparation and documentation review

  • All schedules (A, B, G, R, etc.)

  • Narrative support for program accomplishments

  • Advisory on governance, compensation reporting, and public support tests

Form 990-PF

Required for all private foundations, regardless of size.

  • Full 990-PF preparation

  • Excise tax calculations

  • Minimum distribution requirement guidance

  • Support for self-dealing, investment holdings, and grantmaking compliance

Request a tax filing quote

Other Nonprofit Tax Services

Unrelated Business Income Tax (UBIT) Studies

  • UBIT Review

    • A high-level evaluation of your organization’s revenue streams to identify activities that may generate unrelated business income. Helpful for leadership teams seeking clarity on potential risks or filing requirements.

  • UBIT Assessment

    • A detailed analysis of selected activities to determine how they may be treated under IRS UBIT rules. Includes documentation, recommended treatment, and guidance to support accurate Form 990 and 990-T reporting.

  • UBIT Study

    • A comprehensive, organization-wide review of all activities, agreements, and revenue sources to evaluate exposure, document positions, and outline reporting obligations. Ideal for organizations with complex operations or multiple potential UBI streams.

Tax Compliance & Advisory

  • Federal & State Filings – Preparation and review of exempt-organization returns and multistate compliance requirements.

  • Entity Formation & Exempt Status – Guidance on structuring organizations and maintaining 501(c) compliance.

  • Specialized Tax Matters – Support with international reporting, expatriate issues, and charitable gift planning.

  • Unrelated Business Income (UBI) – Assessment of revenue streams and assistance with required UBI reporting.

  • Employee Benefits & Governance – Advisory on benefit plan compliance and evaluation of compensation arrangements under excess benefit rules.

Schedule a Tax Consultation

Let's discuss your audit needs and how we can help ensure your organization's compliance.