Simplify Your
Tax Return
(for Non-Profits)
What You Can Expect From Us. Running a non-profit is challenging enough. You shouldn't have to fill out tax forms as well. But we both know it has to be done if you want to retain your tax-exempt status. Our non-profit clients think of us as their trusted advisor, offering feedback on issues and processes important to them and the success of their organization.
Results. Gone are the days when the Executive Director or a board member prepared the 990. The thought process - a dangerous one we might add - was that since the organization didn't pay taxes, if you guessed at few entries, well no harm done, right?
Wrong. Most non-profits don't realize their tax-exempt status is not a given and mistakes can cost them their tax-exempt standing. Furthermore, the new 990 is more complicated and more involved and requires more detail than in the past.
We'll meet with you and ask questions about your organization. Then we'll prepare your Federal Form 990 and state information returns, ensuring that a partner reviews both. All you have to do is sign and mail them.
Fees. Our fees are based on a combination of the time it takes to properly prepare your return and the complexity of the return. The best way to save yourself money is to be organized and responsive when we have a question. Also, check to make sure you haven't given us duplicate or conflicting information, as the more we have to reconcile, the longer it will take. Good internal controls and accurate day-to-day transactions also will save you money.
While we're not the lowest cost provider, we do understand your return can be complex. We respect the implications of doing it wrong, so you can expect thoughtful attention to your return.
Next Step. Simplify your non-profit's tax preparation. Call us or fill out the form below and tell us how and when to best
contact you.
Call us at 603-788-4928
or let us know the best time to contact you
Related Topics:
Non-Profit Financial Planning | Compilations & Reviews | OnTrak Service