Form 990 preparation support
For many small nonprofits, the annual Form 990 is a scramble: reconstructing functional expenses, chasing documentation, and hoping the numbers tie out. It does not have to work that way.
From $2,500 per filingWhat we do
- Prepare and organize the complete workpaper package your filing is built from
- Allocate functional expenses (program, management, fundraising) correctly from your books rather than by guesswork
- Reconcile the 990 figures to your financial statements so nothing raises questions later
- Coordinate directly with your referred CPA for signature and submission
We prepare and present; your signing CPA files. That separation is deliberate, and it keeps every professional in their lane.
Better with clean books
990 preparation is fastest and cheapest when the underlying books are structured for it all year. Our monthly nonprofit accounting tiers keep functional expense tracking, grant classes, and documentation audit-ready by default, which turns filing season into a routine.
Not sure where your books stand? Start with the $500 Financial Health Check.
Make this the last stressful filing season.
Tell us where your books stand and when your 990 is due. We will give you a clear path and a clear number.