Financial information review
Connect the year-end accounting records and supporting schedules with the financial information needed for the return. Identify missing items and differences that need resolution.
Nonprofit financial services
Nonprofit Form 990 preparation.
An annual return should connect with the records behind your organization.
We prepare Form 990 using financial records and organizational information, with review support to help resolve questions and prepare a consistent return.
What we help with
Preparation grounded in reliable information.
The return, schedules, responsibilities and filing arrangements are confirmed for each engagement.
Return and schedule preparation
Prepare the agreed Form 990 work from the organization’s financial and other required information. Organize questions so the people with the relevant knowledge can provide clear responses.
Draft review and clarification
Provide a draft for organizational review and work through corrections and unanswered questions. Financial totals and narrative responses should tell a consistent story.
Coordination with the accounting work
When we also support your bookkeeping and reporting, that work provides a foundation for annual preparation. A CFO or bookkeeping engagement does not automatically include Form 990 preparation.
Useful distinctions
Questions worth asking.
Can you help if another provider maintains our books?
We can discuss preparation based on the records your organization and its provider supply. The initial conversation identifies the information available and any accounting work needed first.
Does preparing a return certify our financial statements?
No. Form 990 preparation is not an independent audit or assurance opinion. It also does not replace the organization’s responsibility to provide and review accurate information.
Should we send tax documents through the contact form?
No. Use the inquiry form to describe the help you need. Sensitive records and the method for sharing them should be addressed separately after the initial conversation.
Tell us where your nonprofit needs financial support.
Whether you need dependable monthly accounting, help with grant requirements, or financial guidance for what comes next, tell us a little about your organization.