Annual Compliance Preparation, Reimagined

We will meet or otherwise coordinate with you to obtain supporting documentation to meet this filing requirement, and then submit to the IRS on your behalf. If state Forms are needed, these are separately billed.

Two services in one, all of our services begin with meeting with you to understand your operations and needs. Together we decide a timeline and needed access and collect your data in a meaningful manner, for seamless data entry into your federal Form 990-EZ. Data is vetted for accuracy per the Internal Revenue Code, ensuring that all entered data is final as pulled, allowing us to timely file your return. 

This service is not only submission but includes data gathering. Similar to our Form 990-EZ services, your service is tailored to your specific needs. Timelines are created and adhered to, and the process meets all IRS standards in reporting. As collected, data is simultaneously vetted for completeness and accuracy.

If your Form 990 is already completed, our experts will examine the accuracy of its reporting for cohesiveness and adherence to IRS requirements to identify and correct any potential concerns prior to finalizing and submitting to the IRS.

We meet with and collaborate with you to collect data in whatever method prescribed by your e-file provider. Vetted as it is collected, we then submit on your behalf and are available to any subsequent information requests or verification. 

Similar to our Form 990-EZ data gathering service, data is collected using the methodology your e-file provider requires. We remain available to you until your Form 990 is accepted by the IRS to respond to any subsequent inquiries.

Are you starting a new nonprofit entity in the US? We've helped clients gather and submit applications and receive their determination letters in as little as eight weeks. This service is billed at standard hourly rates, and generally starts at $3,000. It is the perfect service to book with us compliment your future annual compliance needs.