Nonprofit Tax & Form 990 Filing
Prepare nonprofit information returns from your financial records and organizational information.
Online service across all 50 states
What this service is
A tax-exempt organization doesn't pay income tax on its mission work, but it must file an annual information return with the IRS, the Form 990 series, and the return is public. Which form you file depends on size: the 990-N e-Postcard for organizations with gross receipts normally $50,000 or less, Form 990-EZ below $200,000 in receipts and $500,000 in assets, the full Form 990 above that, and Form 990-PF for every private foundation. We prepare the right return, file New York's CHAR500 with the Charities Bureau, report unrelated business income on Form 990-T, and set up the books so restricted funds and expenses are tracked the way the 990 asks.
Forms & documents involved
What we actually do
Confirm exemption and filing history
Check that your exemption is current and every prior year was filed, so a missed year doesn't become a revocation.
Pick the right form
Apply the receipts and asset tests to decide between 990-N, 990-EZ, 990, or 990-PF.
Prepare the return and schedules
Complete revenue, functional expenses, programs, governance, compensation, and the schedules your activity triggers, such as public support (Schedule A) and donors (Schedule B).
Review with the board
Walk the board through the public disclosures before filing, many organizations' policies require it.
File New York CHAR500
File the annual charity report, attaching the CPA review or audit report required at your revenue level.
Report unrelated business income
Identify advertising, rental, or sales income outside the mission and file Form 990-T when gross UBI reaches $1,000.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Smallest organizations with normal gross receipts of $50,000 or less.
- Annual e-PostcardGross receipts normally $50,000 or less$120
Scales with schedules required, programs, and book condition.
- Form 990-EZGross receipts under $200K, assets under $500K$880
- Form 990, smallUnder $1M revenue, up to 3 schedules$1,880
- Form 990, mid-size$1M–$5M revenue, Schedule A, B, D and more$3,280
- Form 990, largeOver $5M revenue or related organizationsFrom $4,880
Added to the annual 990 engagement when they apply.
- CHAR500New York charities annual filing$280
- Form 990-TUnrelated business income$780
What You Get
Form 990 Series Preparation
Preparation of Form 990, 990-EZ, or 990-PF with every required schedule, or filing the 990-N e-Postcard for the smallest organizations.
New York CHAR500 Filing
Annual filing with the New York Attorney General's Charities Bureau, coordinated with the CPA review or audit report the form requires at your revenue level.
Unrelated Business Income (990-T)
Review of non-mission revenue streams and preparation of Form 990-T when gross unrelated business income reaches $1,000 or more.
Exemption Status & Reinstatement Support
Checking that your exemption is current and coordinating reinstatement steps if it was automatically revoked for missed filings.
Nonprofit Bookkeeping Alignment
Setting up the books to track restricted and unrestricted funds and functional expenses the way the 990 asks for them.
- Filed Form 990, 990-EZ, 990-N, or 990-PF with schedules
- New York CHAR500 annual filing package
- Form 990-T when unrelated business income applies
- Board review copy of the 990 with a summary of key disclosures
When this service may fit
- You are not sure which version of Form 990 your organization must file
- A filing was missed or the IRS sent a notice about your exemption
- Your revenue is approaching New York's review or audit thresholds
- You earn income from advertising, rentals, or sales outside your core mission
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Organization and filing history review
Confirm exemption status, fiscal year, prior filings, and the state charity registrations that apply to the organization.
Books, fund, and expense classification check
Review the books for restricted funds, functional expense classification, grant revenue, and any income outside the core mission.
Return and schedule preparation with board review
Prepare the correct Form 990 version, schedules, state filings, and Form 990-T where needed, then walk the board through the public disclosures.
E-filing and state charity filing
File electronically after board review, deliver copies for public-inspection requests, and calendar next year's deadlines.
Your Role
Provide board-approved financial records, grant and donor restriction documents, governance information, and timely answers to program and compensation questions.
Service Scope
Annual information returns and listed state filings. Exemption applications, reinstatement filings, review or audit reports, and legal governance advice are separately scoped.
Start Nonprofit Tax & Form 990 Filing online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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