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Just a few things you can expect from Moss CPA's advisory tax services for nonprofits.
Nonprofits are tax-exempt organizations, but they still have to file annual informational returns with the IRS and any states in which they operate in order to maintain their tax-exempt status. These documents are public record and are compiled by various charity rating organizations, such as GuideStar or Charity Navigator, to provide the general public with a detailed look into the workings and accomplishments of your organization.
How can Moss CPA help?
Whether you're freshly incorporated and filing your first Form 990 or have been providing charitable resources for decades, we have the expertise you're looking for. We understand the importance of having accurate financial statements and tax returns. That's why we
Take a look at the benefits you receive with our year-round advisory tax services:
Online storage of your prior-year returns
Unlimited consultation by phone or email
Tax authority correspondence
One-on-one meetings with your tax advisor
Annual or quarterly reviews of your QuickBooks file
What kind of return should I file?
Most tax-exempt organizations are required to file one of the following annual returns with the IRS:
Most tax-exempt organizations operating in California are required to file one of the following annual returns with the California Franchise Tax Board:
Additionally, if your organization has unrelated business income you are required to file a Form 109 and pay income tax on the income generated by those activities.
Most tax-exempt organizations operating in California are also required to file the following report with the California Attorney General’s Registry of Charitable Trusts:
When should I file?
The filing deadlines for nonprofit organizations can vary because they are dependent on the fiscal year your organization chose at its incorporation. Annual returns and reports generally follow these guidelines:
How do I file?
Give us a call! Our team members are experts with years of experience preparing these returns and working with our clients to get the organizational information for the required disclosures. We can determine which federal and state filings are required and prepare them so you stay in compliance with federal and state law.