Income Tax Preparation
Nonprofit Tax Compliance, Done Right
From Form 990 filings and state returns to IRS audit defense and executive tax prep — we handle every layer of nonprofit tax compliance so your organization stays protected and your leadership stays focused on the mission.
Our Tax Services
Comprehensive Nonprofit Tax Coverage
Form 990 / 990-EZ / 990-N Preparation
We prepare the right Form 990 variant for your organization's size and revenue — accurately, on time, and with the narrative disclosures that protect your tax-exempt status and build public trust with donors and funders.
- Full Form 990, 990-EZ, and 990-N (e-Postcard) preparation
- Schedule preparation: A, B, D, F, G, H, I, J, L, M, O and more
- Narrative disclosures and governance policy documentation
- Prior-year review and amended return filing (990-X)
State Income Tax Filings
Many states require separate charitable registration and annual tax filings beyond the federal Form 990. We manage your state compliance obligations in California, Maryland, and Virginia so nothing slips through the cracks.
- State charitable registration and renewal filings
- California Form 199 / 199N and FTB exemption maintenance
- Maryland and Virginia annual report and tax filings
- Multi-state compliance tracking and deadline management
Tax-Exempt Status Applications
Starting a new nonprofit or reinstating a lapsed exemption? We guide you through the IRS Form 1023 or 1024 process — preparing a complete, compelling application that gives your organization the best chance of approval.
- IRS Form 1023 (full) and Form 1023-EZ preparation
- Form 1024 and 1024-A for 501(c)(4), (c)(6), and other types
- Narrative description of activities and financial projections
- Reinstatement of revoked tax-exempt status
IRS Audit Support & Representation
An IRS inquiry or audit doesn't have to be a crisis. We represent your organization, organize the documentation, and communicate directly with the IRS on your behalf — protecting your exempt status and your leadership's time.
- IRS correspondence audit response and documentation
- Field audit representation and examiner liaison
- Penalty abatement requests and reasonable cause arguments
- Post-audit compliance remediation and process improvements
Individual Tax Prep for Executives & Staff
Nonprofit executives often have complex personal tax situations — compensation reporting, housing allowances, deferred compensation, and more. We prepare accurate individual returns and help leadership understand their full tax picture.
- Federal and state individual income tax returns (Form 1040)
- Executive compensation and Schedule J reporting coordination
- Housing allowance and clergy tax planning
- Estimated tax payments and year-end planning
Free Resource
Nonprofit Tax Compliance Checklist
Download our free checklist to make sure your organization is on track for every filing deadline — Form 990, state returns, and more.
Download Free ChecklistWe'll email your checklist within one business day.
Common Questions
Nonprofit Tax FAQs
Ready to Get Started?
Let's Protect Your Tax-Exempt Status
Schedule a free consultation to discuss your organization's tax compliance needs.