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Non-Profit & Exempt Org Returns

Form 990 preparation and compliance support for non-profits and exempt organizations.

What we'll need

  • Year-end financial statements
  • List of board members and officers
  • Grant and donation records
  • Prior-year Form 990
  • Details on program activities and expenses

Key due dates

Form 990 / 990-EZ / 990-N
15th day of the 5th month after fiscal year end
Extended Deadline
+6 months

Dates shown are general guidance and may shift for weekends/holidays or your specific situation.

Related guides

Nonprofit annual filing: which Form 990, when it’s due, and how an organization loses its exemption →
Most tax-exempt organizations owe the IRS something every year, even when they owe no tax. The form depends on size, the deadline is the same for nearly everyone, and three missed years in a row cost an organization its exemption automatically — with no appeal.

Ready to get started?

Book a free 15-minute intro call and we'll walk you through exactly what's needed.

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