ANNUAL COMPLIANCE  MAINTENANCE 

Small Price. Huge Piece of Mind.

The single biggest threat to a nonprofit's existence, including churches, is its ability or inability to remain in 100% compliance with the IRS and state agencies that regulate charities and other tax exempt organizations.   

We've helped hundreds of nonprofits maintain and restore their state and federal compliance, including revoked 501c3.  And, we would love to be your compliance partner too.  Even if your nonprofit is okay in this area, with our annual compliance maintenance service you'll have extra peace of mind and support.  

What's Included?  What is the Cost?

 

5 Common Pitfalls

And how working with us will help you avoid them

 Pitfalls cause problems such as costly penalties, fines, and can even result in the nonprofit losing its tax exempt status; and losing the right to conduct business or even use its name.

With our expertise, you can be confident that any compliance issues will be identified and addressed.   And you'11 have the piece of mind in knowing that all paperwork will be filed correctly and quickly.  Even if you've started some of the process before working with us, we'll evaluate what you've completed and work with you to complete any and all remaining steps, including making any corrections that may be needed.  

 

 

PITFALL# 1

Assuming the IRS 990 is the only required annual filing

 

 How we work with you to avoid this pitfall

→From the moment you enroll, we provide you with easy-to-understand information and instructions explaining which government agencies regulate your nonprofit and what is needed to restore or maintain compliance with them.

PITFALL# 2

Assuming everything is okay; but not having any documentation to support the assumption

 

How we work with you to avoid this pitfall

→We conduct a comprehensive compliance audit within 5 days of your enrollment and another one in six months.  The custom compliance audit provides you with a quick overview of your nonprofit's status with all state and federal agencies that regulate charitable and other tax exempt organizations.   


→With each compliance audit we conduct, we provide supporting documentation to support our findings which you can keep for your records and refer to as needed. 

PITFALL# 3

Assuming Compliance is only about filing paperwork once a year

 

How we work with you to avoid this pitfall

→ Each month you will receive a reminder, as well as, tips and news to keep you and your team fully abreast of compliance matters relating to your specific type of nonprofit. 


→You and an unlimited number of your team members will have unlimited access to the monthly tips and news, as well as, additional information and instructions for adhering to the rules and regulations associated with being a nonprofit organization. 

PITFALL# 4

Failing to File with the State Tax Agency

How we work with you to avoid this pitfall

→At least 1 month before any required filing or report is due, we will notify you with details for what needs to filed, why, and with which agency or agencies.  


→For organizations with annual gross revenues of less than $50,000, we'll complete the electronic filing on their behalf.  For all others, we will provide them with instructions of how to file any required reports.  

PITFALL# 5

Failing to File with the Office of Attorney General

How we work with you to avoid this pitfall

→At least 1 month before any required filing or report is due, we will notify you with details for what needs to filed, why, and with which agency or agencies.  


→For organizations with annual gross revenues of less than $50,000, we'll complete the electronic filing on their behalf.  For all others, we will provide them with instructions of how to file any required reports.

 

 

 

 

What's Included?  What's the Cost?

Custom Compliance Audit

Complete review with documentation of  status with regulatory agencies. 

 

Tips, education, & Resources

To keep you informed about nonprofit compliance &  business matters 

 

Priority Response

Receive top priority support & response by phone, email, in-person, online chat, and text

 

Alerts & Reminders

Friendly reminders and high priority alerts as needed for an unlimited number of your team members.

 

Privacy & Confidentiality

Your information is always securely stored and is never shared with others.

 

Regulatory Filings

Timely and accurate filings of reports and tax returns.  And you receive all copies of all documents filed. 

 Service and price Overview

Gross Revenues $51K - $200K

Annual Tax Returns - $325 additional fee - includes filing IRS 990ez; and state tax returns, and charitable reports (Office of Attorney General).

Gross Revenues Over $200K

Annual Tax Returns - $850 additional fee - includes filing IRS 990ez; and state tax returns, and charitable reports (Office of Attorney General).