steps
990-EZ or 990 Return
To have your return completed, follow these simple steps.
Create your profile and select service
Click here to create your account in our portal. Select “Nonprofit Tax Return” as the service requested.
Fill out organizer
Complete the organizer that shows up in the dashboard. Here you will provide general information about your organization and submit key documents.
We review your information
Once you submit the organizer, we’ll review the information to determine the form that your organization is required to file. We’ll reach out to you using our portal’s built-in chat and let you know the correct form.
Pay the down payment to start the engagement
We will send you an invoice to pay the down payment to start the engagement. The down payment for Form 990 is $500 and for Form 990-EZ is $250. This down payment will be applied to the final fee.
Schedule first meeting
After you make the payment, we will send you a link to schedule our first virtual meeting. In these meetings, we’ll go over the requirements of each section and share some documents for you to provide the required information.
Submit documents
As you complete the documents we send, you will be able to upload them to our portal for us to prepare your return.
Pay the remainder of the fees
When your return is finished and it has passed an accuracy and completeness test, we will send you an invoice to pay the remainder of the fees.
Review your return
After you pay the full fees, we will make the completed return available for review. You will be able to request any changes at no additional cost as long as they do not alter substantially the original work.
Approve your return
Once you are satisfied with the results, mark the return as approved. This will let our team know your return is ready for filling.
We e-file your return
Finally, we e-file (if applicable) your Nonprofit return with the IRS and/or state. The filed copy of your return as well as confirmation of receipt by the IRS and/or state will be provided once the return is accepted.
