We are a CPA firm that specializes in nonprofits and can prepare your organization's Form 990 regardless of where your organization is located. Have your Form 990 prepared by a CPA that is an expert in the complex issues facing Not-for-Profit organizations.
We can work with the information you provide in a variety of forms. For example, the organization may provide:
a QuickBooks file reconciled and completely adjusted
a QuickBooks file with income and expenses input only
electronic data on excel
original bank statements and check stubs
Information from another software program such as AccountEdge
The complexities of preparing Form 990 have made it difficult for many small and mid-sized organizations to handle in house preparation. Another obstacle is that local accountants do not specialize in Tax Exempt organizations and larger firms’ costs are prohibitive.
Our Form 990 preparation services are optimal for organizations that want expert preparation service in an efficient, cost effective way. We can offer an expert Form 990 preparation service at a fee that can fit most organization budgets. Flat fee quotes are determined on a case by case basis but are always stated upfront, before we be service. Please note the minimum charge is $1,500.
The process will mainly entail these easy steps:
Acceptance and fee determination: We ask questions and may request to see some information in order to provide a flat-fee up-front quote
Pre-Engagement Process: We email you a standard tax engagement letter and deposit invoice. Before we begin major involvement on the work we need the signed engagement letter (electronically or through the mail) and deposit check. Our usual terms are 50% to begin and 50% after your receipt of the final documents.
Information Gathering: We will determine what initial info will be needed. We prefer a paperless process and request that information be sent via email, fax or uploaded to our secure server. Of course, data can be mailed or delivered to our office as well.
Work in Progress: As we work we will have questions and may request additional info.
Draft Approval: An initial draft is prepared and emailed in PDF format for approval.
Final Documents: Upon approval we email a final PDF copy. We can file the Form 990 electronically or send you instructions on how to print and file the form by mail. In order to file your return electronically we need you to sign and return the Efile authorization form.