Tax Services
Nonprofit Tax Services
What nonprofits need to know about Form 990 and staying tax-exempt.
Keeping Your Nonprofit's Tax-Exempt Status Intact
Running a nonprofit comes with its own tax rulebook: annual Form 990 filings, state-level renewals, and unrelated business income (UBIT) all factor into whether exempt status stays in good standing. These filings fit naturally into the tax preparation and bookkeeping work we already do for clients.
990 filings, state renewals, and UBIT review, handled together for one flat rate.
Key Things to Know
- Form 990 basics
- Keeping exempt status in good standing
- Straightforward pricing
Ready when you are
Operational Milestones
Onboard
We start by going through your organizing documents, past filings, and current financials to get a full picture of where things stand.
Prepare
From there, the books get reconciled, board-ready financial statements come together, and the annual 990 gets prepared with close attention to governance and compensation disclosures.
File & advise
State registrations and renewals go in on schedule, and we stay available year-round for questions on UBIT, grant compliance, and changes in the law.
Included Services & Outcomes
Exempt Status Doesn't Just Fade — It Gets Revoked
Skip a single Form 990 filing and exempt status is already at risk. Skip three in a row and the IRS pulls it automatically, no warning issued. Staying ahead of that deadline is exactly what we watch for.
Questions
Nonprofit Tax Services FAQ
What exactly is Form 990, and who has to file it?
It's the annual informational return the IRS requires from tax-exempt organizations. Depending on gross receipts and total assets, most 501(c)(3) organizations file the full Form 990, the 990-EZ, or the 990-N. Go three consecutive years without filing and tax-exempt status is revoked automatically.
What counts as Unrelated Business Income Tax (UBIT)?
UBIT applies when a nonprofit brings in income from a trade or business that's regularly conducted and not substantially related to its exempt purpose — advertising revenue and rental income on debt-financed property are common examples. Reviewing your revenue streams for this kind of exposure, and reporting it properly, is part of what we do.
Do you take care of state charitable registration too?
Yes. Most states require any nonprofit that solicits donations to register and renew that registration each year, and we handle it in every state where your organization operates or raises funds.
How does pricing work for this?
Flat-rate, across the board. You get an upfront fee for Form 990 preparation, state filings, and ongoing advisory, with no hourly clock running and no invoice that catches you off guard.
What if our exempt status has already been revoked?
Yes. We help with the IRS reinstatement process, including preparing Form 1023 or 1024 along with the supporting documentation needed to get exempt status restored.
Resources
Nonprofit Tax Services insights
Have Questions About Your Nonprofit's Filings?
Set up a free consultation and we'll go over where things stand, quote a flat fee, and lay out exactly what we'd do differently.