Form 990 Series
Your federal information return tells the financial, program, governance, and public-support story of your nonprofit.
- 990-N eligibility review
- Form 990-EZ preparation
- Full Form 990 preparation
- Schedules based on your activities
Friendly nonprofit paperwork support
Whatever the paperwork problem, there is a path forward.
From a routine annual return to late forms, lost status, or books that need attention, we help nonprofits get clear, get current, and keep moving.
- Annual & Late Filings
- Reinstatement
- Books & QuickBooks
No judgment · No-pressure initial review · Clear scope before work begins
There is a way forwardCalm, practical help without judgment
Get currentLate returns and reinstatement support
Get organizedQuickBooks cleanup and bookkeeping
Stay currentFederal, California FTB and AG filings
The filings we coordinate
Three forms. One clear compliance picture.
Your organization may have separate federal, state tax, and charitable-registration obligations. We help connect the financial information across each filing.
California State Forms
California exempt organizations generally have a separate annual information-return requirement with the FTB. We help determine whether Form 199, 199N, or another state filing applies.
- Form 199 or 199N review
- Federal-to-state reconciliation
- California filing preparation
- Extension and late-filing coordination
Attorney General Forms
Charitable registration is separate from the FTB. We help registered charities handle annual renewals, supporting documents, and Registry follow-up.
- Form RRF-1 preparation
- CT-TR-1 and attachment review
- Revenue and asset reporting
- Coordination with your Form 990
Not sure which version applies? Filing requirements depend on factors such as gross receipts, assets, entity status, activities, and registration history. We confirm the expected filing package before beginning.
More than annual returns
There is no nonprofit paperwork situation we cannot help you work through.
Some fixes are simple and some take a few coordinated steps. Either way, we meet you where you are, explain the options in plain language, and help move the issue toward resolution.
Nonprofit Reinstatement
If your tax-exempt status was revoked or your organization fell out of good standing, it does not have to be the end of the story. We can identify the federal and state steps needed to get back on track.
- Revocation and filing-history review
- Completion of Form 1023 or Form 1023-EZ, when appropriate
- Past-due return coordination
- California reinstatement and compliance support
Late Forms & Delinquent Filings
Behind on one form or several years of filings? We will help untangle the timeline, prioritize what matters, and prepare a sensible catch-up plan—without judgment.
- Missing-return and notice review
- Federal Form 990 series catch-up
- California FTB and AG late forms
- Reasonable-cause and next-step coordination
QuickBooks Support
Whether QuickBooks needs a tune-up or a rescue, we can turn confusing records into reliable nonprofit financial information that supports your filings and decisions.
- QuickBooks setup and chart of accounts
- Cleanup and reconciliation
- Restricted-fund and grant tracking
- Filing-ready reports and training
Bookkeeping Support
Good records make every filing easier. We provide steady nonprofit bookkeeping support so your team, board, funders, and tax preparer can work from numbers they trust.
- Monthly transaction review and close
- Bank and credit-card reconciliations
- Financial statements and board reporting
- Year-round nonprofit accounting support
A straightforward process
From financials to filing-ready
You get a defined request list, professional preparation, and a chance to review the story your return tells.
Filing check
Tell us about your organization, fiscal year, revenue, and filing history.
Document request
We provide a focused list of financial, payroll, governance, and program information.
Preparation
We prepare the applicable federal and California filings as one coordinated package.
Review & submit
We walk through key disclosures and next steps before authorized submission.
A simple place to begin
Nonprofit support starting at $99.
Start with the help you need now—from a straightforward filing or review to a larger reinstatement, cleanup, or catch-up project.
Clear scope before work begins
Tell us what is happening, even if the situation feels messy. We will review the facts, explain the path forward, and confirm the work and pricing before we begin.
Services starting at$99Get Started
The $99 starting price applies to qualifying, limited-scope services. Final pricing depends on the forms, filing history, bookkeeping condition, deadlines, and complexity involved. You will receive a clear scope before work begins.
Your nonprofit finance advisor
Work with a CPA who understands the whole picture.
Paperwork problems rarely live in neat boxes. Matt Fogler, CPA, brings nonprofit accounting experience to filings, reinstatement, cleanup, and the ongoing systems that keep an organization healthy.
Certified Public AccountantNonprofit Accounting FocusCalifornia Filing Support
If one issue reveals another, you do not have to start over with a new provider. We can connect the dots across federal forms, California requirements, QuickBooks, bookkeeping, and board reporting—and keep the process calm and understandable.
Common questions
Nonprofit filing FAQs
Do all nonprofits file the same Form 990?
No. Depending primarily on gross receipts and assets, an organization may file Form 990-N, Form 990-EZ, or the full Form 990. Certain organizations and activities have different rules. We confirm the likely form based on your facts.
Is California Form 199 the same as the federal Form 990?
No. Form 199 is a California Franchise Tax Board information return. Some smaller organizations may qualify to submit Form 199N instead. It is separate from the federal filing.
What is the RRF-1?
Form RRF-1 is the annual registration renewal used by charitable organizations registered with the California Attorney General's Registry of Charities and Fundraisers. Required supporting filings vary by organization.
When are nonprofit returns due?
Form 990 series returns are generally due on the 15th day of the fifth month after the fiscal year ends. California filing deadlines and extension rules should be confirmed for your organization. Calendar-year organizations commonly face a May 15 deadline.
Can you help if our bookkeeping is not ready?
Yes. We can assess the books and define any cleanup needed before preparing the returns.
Do you also provide ongoing accounting support?
Yes. Services can include QuickBooks setup and cleanup, monthly close, restricted-fund and grant tracking, financial statements, board reporting, and controller-level support.
Can you help restore our nonprofit status?
Yes. We can review what led to the revocation or loss of good standing, identify missing filings, and help coordinate the appropriate reinstatement path, including completion of Form 1023 or Form 1023-EZ when applicable.
What if we have several late forms?
That is fixable. We start by building a clear filing history, separate federal, California FTB, and Attorney General requirements, and then create a practical order for catching up.
There is a way forward
Let’s get your nonprofit paperwork resolved.
Tell us what is happening—in plain language is perfect. We’ll help identify the next step and build a clear path from where you are to where you need to be.