Ensure your organization remains compliant and in good standing with professional IRS Form 990 preparation and filing. We handle the technical data entry and electronic submission so you can focus on your mission. Our service includes a thorough review of your financial data to ensure accuracy before we e-file directly with the IRS:
 
Comprehensive Service Includes:
Full Financial Synthesis: Expertly mapping your Statement of Activities to IRS categories.
Public Support Testing: Detailed Schedule A calculations to protect your Public Charity status.
Governance & Narrative: Professional reporting of Board policies and Program Service Accomplishments (Schedule O).
Asset & Liability Review: Full reconciliation of your balance sheet and restricted assets.
IRS Authorized E-Filing: Secure submission with guaranteed IRS confirmation.
 
The Full-Service Process:
Guided Intake: Download our detailed Document Request List instantly.
Expert Review: We analyze your records for compliance and "red flags."
Draft & Approve: You receive a full draft for Board review before we file.