NONPROFIT TAX • FORM 990 • COMPLIANCE
Nonprofit Tax Preparation & Form 990 Support
Prepare Form 990-series filings and organize nonprofit tax reporting with practical, secure guidance for charities and tax-exempt organizations.
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Nonprofit Tax Services
Clear guidance for annual nonprofit reporting
EZTAXACT provides nonprofit tax preparation and Form 990 support for charities, foundations, associations, and other tax-exempt organizations. We help organize the organization’s records, identify the appropriate Form 990-series filing, and prepare a clear path for current or prior-year reporting.
Our process supports organizations seeking practical guidance without losing sight of their mission, deadlines, governance information, and financial records.
Discuss your organization’s filing needsAnnual Return Selection
Which Form 990 Filing May Apply to Your Organization?
The correct annual filing depends on the organization’s size, type, finances, and IRS filing requirements. We review the facts before preparing the return.
Form 990-N
Eligible organizations whose gross receipts are normally $50,000 or less may generally satisfy the annual requirement with the IRS e-Postcard, subject to exceptions.
Form 990-EZ
Generally available when gross receipts are less than $200,000 and total assets are less than $500,000 at the end of the tax year, assuming no other rule requires a different filing.
Form 990
Used by larger or more complex exempt organizations and whenever the organization does not qualify to file a shorter Form 990-series return.
Filing thresholds do not by themselves determine every organization’s required return. Certain organizations have different filing rules or exceptions.
Organizations We Support
Nonprofit Tax Preparation for Mission-Driven Organizations
We work with a range of tax-exempt organizations whose annual reporting should accurately reflect their finances, governance, and charitable activities.
Charities & Foundations
Community charities, public charities, and grant-supported nonprofit organizations.
Religious & Faith-Based Organizations
Organizations with annual filing obligations that are not otherwise excepted from Form 990-series reporting.
Educational Nonprofits
Schools, scholarship organizations, educational programs, and learning-focused charities.
Community & Social Organizations
Mission-based organizations serving local communities, families, youth, arts, health, and public causes.
More Than Revenue & Expenses
Key Areas We Review in a Nonprofit Tax Return
Form 990 reporting can include financial, governance, compensation, fundraising, grant, and program-service information. The return should tell a consistent story across all required sections and schedules.
Revenue & Support
Contributions, program-service revenue, grants, investment income, fundraising, and other receipts.
Expenses & Functional Reporting
Program service, management and general, fundraising, payroll, professional fees, grants, and other expenses.
Governance & Officers
Board composition, officers, key employees, compensation, policies, and related governance disclosures where required.
Program Service Accomplishments
Description of the organization’s exempt-purpose activities and major program accomplishments.
Balance Sheet & Assets
Cash, investments, receivables, property, liabilities, net assets, and year-over-year balance-sheet reporting.
Schedules & Disclosures
Review of additional schedules and disclosures triggered by the organization’s activities and answers.
Preparation Checklist
Documents We Commonly Need to Prepare Form 990-EZ or Form 990
The exact list depends on the organization and return type. Complete, reconciled records make nonprofit reporting more accurate and efficient.
Request a document checklistStructured Preparation
Our Nonprofit Tax Return Preparation Process
We organize the filing around the organization’s books, annual activities, governance information, and required disclosures.
- 01
Collect Records
Financial statements, prior filings, governance information, and supporting schedules are gathered.
- 02
Reconcile & Review
We review balances, classifications, prior-year consistency, and items requiring clarification.
- 03
Prepare the Return
Form 990-EZ or Form 990 and required schedules are prepared from the reviewed information.
- 04
Organization Review
Authorized representatives review the completed return and key disclosures before filing.
- 05
E-File & Confirm
The approved return is electronically filed when required and filing confirmation is retained.
Compliance & Public Reporting
Why Accurate Form 990 Reporting Matters
Form 990-series returns are not only annual IRS filings. For many organizations, the return is also a public-facing financial and governance document reviewed by donors, grantmakers, regulators, and other stakeholders.
Maintain Filing Compliance
Meet annual IRS reporting obligations and reduce the risk created by missed required filings.
Support Transparency
Present financial and mission information consistently for stakeholders who may review the public return.
Strengthen Grant Readiness
Maintain current nonprofit reporting that may be requested during grant or funding due diligence.
Protect Organizational Continuity
Avoid recurring filing failures that can create serious compliance problems, including automatic revocation after three consecutive missed required annual filings.
Past-Due Nonprofit Filings
Missing a Prior Form 990-EZ or Form 990?
If an organization is behind on annual information returns, the filing history should be reviewed before simply submitting the current year. Required annual returns or notices that are not filed for three consecutive years can result in automatic revocation of federal tax-exempt status.
We can help organize prior-year financial records, identify missing filing years, prepare delinquent returns that fall within our service scope, and review IRS correspondence related to the filing history.
Related Compliance Services
Additional Tax & Compliance Help for Nonprofit Organizations
Annual Form 990 preparation may connect with accounting records, payroll, IRS correspondence, unrelated business activity, or other compliance needs.
Nonprofit Tax Questions
Frequently Asked Questions About Form 990-EZ & Form 990
What is the difference between Form 990-EZ and Form 990?
Form 990-EZ is a shorter annual information return generally available to organizations below specified gross-receipt and asset thresholds. Form 990 is the full annual information return used by larger or more complex organizations and organizations that do not qualify for a shorter filing.
When is a nonprofit Form 990-series return due?
Annual exempt-organization returns are generally due on the 15th day of the fifth month after the organization’s tax year ends, subject to applicable weekend, holiday, extension, and special rules.
Does every 501(c)(3) organization file Form 990?
No. Filing requirements vary by organization type, size, and applicable exception. Some organizations may file Form 990-EZ or 990-N, and certain organizations may be excepted from the annual Form 990-series filing requirement.
Can you prepare a prior-year nonprofit return?
Yes, we can review the organization’s filing history and available financial records and prepare prior-year Form 990-EZ or Form 990 returns that fall within our engagement scope.
What happens if a nonprofit does not file for three consecutive years?
An exempt organization that is required to file an annual return or notice and fails to do so for three consecutive years can have its federal tax-exempt status automatically revoked.
Are Form 990-series returns filed electronically?
Most Form 990-series annual returns are required to be filed electronically, subject to the rules applicable to the organization and filing year.
Focus on Your Mission
Need Help Preparing Form 990-EZ or a Full Form 990?
Tell us about your organization, fiscal year, approximate revenue and assets, and filing history. We can review which annual filing is appropriate and what records are needed to prepare it.