Tax Preparation & Consulting

Our firm provides a wide range of tax preparation and consulting services to nonprofit organizations, charities and foundations that include:

  • Preparation of Internal Revenue Service (IRS) Form 990, 990EZ, 990PF, 990-T
  • Preparation California Forms 199 and RRF-1 as well as returns required by other states
  • Preparation of IRS Form 1023 and full support to apply to the IRS for approval of nonprofit status for a new nonprofit
  • Preparation of related state applications for approval of newly formed nonprofit organizations to be exempt from taxes on revenue and to be eligible to fundraise in the state
  • Ongoing support for payroll, nonprofit and other tax related items