Tell us what you need
Share your situation, tax years and any deadlines.
All services01 02 03
Nonprofit organizations
Nonprofit Tax & Accounting
Clear financial support for the work that matters.
Community organizations, charities and other nonprofits have reporting responsibilities as well as a mission. Discuss Form 990 preparation, tax-exempt applications, bookkeeping and reporting with our EA-led team in Ozone Park or remotely.
Built around your mission
Practical financial support for organizations doing good.
Whether you are establishing an organization or keeping an existing one organized, we discuss your priorities, reporting obligations and the work you need before agreeing on scope.
01Tax-exempt applications+
Discuss eligibility and assistance with an application for recognition of tax-exempt status, including the records and information needed. IRS determination is separate from our services.
02Form 990 and annual reporting+
Review the organization’s activities, revenue, filing history and records to identify the appropriate federal return or notice and prepare the filing included in your engagement.
03Bookkeeping and board reports+
Organize income, expenses and account activity, reconcile records and prepare agreed financial reports to help leaders understand the organization’s finances.
04Grants and restricted funds+
Discuss how contributions and grants are tracked, including donor restrictions and reports needed to explain how funds are used.
05Payroll and employment taxes+
Discuss payroll records, employment tax filings and reporting responsibilities; the specific payroll work and fees are agreed separately.
06Internal controls+
Review practical procedures for approvals, records and financial oversight. We discuss recommendations based on your organization and the agreed work.
How we work together
- Learn about your organization, deadlines and goals
- Review your records and agree on scope and fees
- Prepare agreed filings or reports and discuss questions
- Review next steps and ongoing reporting needs
How we can help
Support shaped around your situation.
- Form 990 preparation and annual reporting support
- Tax-exempt application and compliance assistance
- Bookkeeping, grant tracking and financial reports
- Payroll tax and internal controls discussions
Get ready
What to bring to the conversation.
- Formation documents, IRS determination letter and prior filings
- Financial statements, bank records and bookkeeping reports
- Grant agreements and restricted contribution records
- Payroll reports, notices and relevant deadlines
We confirm your document list after learning about your needs. Use the client app when instructed to share sensitive documents.
From first question to next step
A straightforward way to work together.
Agree on the work
We review the information and discuss scope, fees and timing.
Stay involved
We follow up on questions and explain the work for your review.
Before you begin
Your questions, answered.
Does every nonprofit file the same Form 990?
No. Filing obligations vary by organization, its activities and financial information. We review your facts, status and prior filings before confirming the appropriate work.
Can you assist with applying for tax-exempt status?
We can discuss your organization and assistance with the application. Eligibility and required materials depend on the facts, and the IRS makes the determination.
Can you help with bookkeeping or grant tracking?
Contact us to discuss your records, reporting needs and the work you want included. We agree on scope, fees and timing before starting.
Can we work with you remotely?
Yes. Contact us first; we will explain how to provide requested documents through our designated client app and discuss your needs.
Nearby when you need us. Remote when it suits you.
Our office welcomes clients from Ozone Park, Richmond Hill, South Richmond Hill, Jackson Heights, Hillside/Jamaica and Brooklyn, including our Bangladeshi communities. In-person appointments take place at our Ozone Park office; fully remote service is available nationwide.
Local ZIP codes include 11416, 11417, 11418, 11419, 11208, 11432 and 11372.
Let’s take the next step
Start with a conversation.
Tell us what you need. We will help you understand the documents, scope and next steps.