Non-Profit Tax Services

Non-Profit Tax Returns Shouldn't Drain Your For-Profit Time

Trained offshore teams handle 990, 990-EZ, 990-PF, and 990-T filings with compliance-first accuracy – so your firm can focus on advisory.

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500+
990s Filed
99%+
Compliance Rate
50–60%
Cost Savings
The Challenge

Non-profit work shouldn't erode your firm's margins

Most firms lose money on 990 engagements. The complexity of schedules, board reporting timelines, and compliance risk make non-profit work time-intensive – while fee pressure keeps realization low.

Schedule Complexity

990s require 12+ schedules covering governance, compensation, programs, and financials. Each demands accuracy.

Board Reporting Pressure

Non-profit boards need timely filings for grant applications, audits, and public disclosure requirements.

Compliance Risk

Incorrect 990 filings can trigger IRS scrutiny, jeopardize tax-exempt status, and damage organizational reputation.

Low Margins

Firms often price 990 work too low relative to the preparation time, creating a negative ROI on non-profit engagements.

The Reality of 990 Work

$3K–$5K Avg firm cost per 990 filing
12+ Schedules on a complex 990
67% Firms losing money on 990 work
45 days Avg time from year-end to filing readiness
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What We Handle

Complete 990 Series Preparation

From full Form 990 to private foundation filings, our trained offshore teams handle every non-profit return type your firm encounters.

990 Preparation

Full Form 990 preparation including all required schedules, governance disclosures, and program service accomplishments.

Complete schedule preparation
Governance & policy disclosures
Program service reporting

990-EZ & 990-N

Streamlined filings for smaller organizations with gross receipts under $200K and total assets under $500K.

Gross receipts threshold analysis
Simplified schedule preparation
E-filing coordination

990-PF (Private Foundations)

Private foundation returns with excise tax calculations, minimum distribution requirements, and investment reporting.

Excise tax calculations
Minimum distribution tracking
Investment income reporting

990-T (UBIT)

Unrelated business income tax returns for exempt organizations with commercial activity outside their exempt purpose.

UBIT identification & analysis
Expense allocation
Estimated tax calculations

Schedule Preparation

Detailed schedule preparation including Schedule A (public charity status), Schedule B (contributors), Schedule D (supplemental financials), and more.

Schedule A public charity test
Schedule B contributor reporting
Schedule D supplemental data

Compliance Review

Pre-filing compliance review ensuring governance policies, conflict disclosures, and compensation reasonableness are properly documented.

Governance policy verification
Compensation reasonableness
Public disclosure readiness
How It Works

From Discovery to Delivery in Weeks

A structured onboarding process that gets your offshore 990 team productive fast – without disrupting existing workflows.

1

Discovery Call

We learn your non-profit client base, filing mix, board reporting requirements, and compliance standards.

2

Team Assembly

We match specialists experienced in 990 series filings, exempt organization rules, and your software.

3

SOP Training

Your team trains on your workpaper standards, schedule preparation conventions, and review procedures.

4

Pilot Engagement

Start with 10–20 non-profit clients. We prepare, you review. Scale based on results.

Most firms complete onboarding in 2–3 weeks and see full ROI within the first filing cycle.

Cost Comparison

In-House vs. Accountably

The average 990 preparation costs firms $3K–$5K in internal time. With complex private foundations running $5K–$10K+, many firms lose money on every non-profit engagement – or avoid the work entirely.

Category U.S. In-House Accountably
Senior 990 Preparer (Annual) $70,000 – $85,000 $26,000 – $34,000
Staff 990 Preparer (Annual) $50,000 – $65,000 $18,000 – $24,000
Time to Productivity 3–6 months 2–3 weeks
Schedule Expertise Varies by staff ✓ 990 specialists
Multi-Layer QC Built In ✗ Not included ✓ 4-tier review
Backup Coverage ✗ No coverage ✓ Always covered
Filing Deadline Tracking Manual tracking ✓ Automated reminders
Turnover Risk High – niche expertise ✓ 98.7% retention
$40K+ Annual savings per preparer
50–60% Total cost reduction
$80K+ 2-person team annual savings
Software We Work In

Your Tax Platform, Our Expertise

Our teams are trained and certified across the major tax preparation platforms your firm already uses.

D
Drake

Drake Software

990 Series Ready
L
Lacerte

Intuit Lacerte

990 Series Ready
U
UltraTax CS

Thomson Reuters

990 Series Ready
P
ProConnect

Intuit ProConnect

990 Series Ready
C
CCH Axcess

Wolters Kluwer

990 Series Ready
G
GoSystem

Thomson Reuters

990 Series Ready
+

Any Other Platform

Custom Training
Don't see your software? No problem. We train on any platform. Let's talk
Success Story

Real Results, Real Firms

Client Results
120 Non-profit clients managed
$65K Annual savings
2 Offshore specialists
100% On-time filing rate

How Rivera CPA Group Made Non-Profit Work Profitable Again

A 15-person firm that had been turning away 990 work because it consistently lost money on engagements. Fee pressure from non-profit boards made it impossible to charge enough to cover senior staff time. With 2 Accountably specialists handling all 990 preparation, the firm now profitably serves 120 non-profit clients – and actively markets to this sector.

"We went from avoiding 990 work to making it one of our most profitable service lines."

– Maria Rivera, Managing Partner
FAQ

Common Questions

Everything you need to know about offshore non-profit tax return preparation with Accountably.

Yes. Our specialists are trained on private foundation rules including excise tax calculations, minimum distribution requirements, self-dealing provisions, and investment income reporting. Complex 990-PF returns are assigned to senior offshore staff with foundation-specific experience.
Every return goes through 4-tier quality control with specific checkpoints for governance disclosures, Schedule A public charity tests, compensation reasonableness, and public disclosure requirements. We flag compliance issues before they reach your desk.
Yes. We maintain deadline calendars for all non-profit clients including original filing dates, extension deadlines, and state registration renewals. You receive proactive reminders 30, 15, and 7 days before each deadline.
Our teams can prepare state charitable registration renewals and annual report filings that accompany 990 preparation. We coordinate across jurisdictions to ensure compliance in every state where your clients are registered.
We prepare board-ready 990 summary packages and can produce draft returns for audit committee review on your timeline. Our deliverables include plain-language summaries of key disclosures.
Absolutely. Many firms start with simpler 990-EZ filings to test quality before expanding to full 990 and 990-PF work. Our pilot program is designed for exactly this approach.

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Ready to Make Non-Profit Work Profitable?

Get started today and see how much your firm could save with dedicated offshore 990 specialists.

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30-Day Pilot Guarantee
3-Week Deployment
SOC 2 Aligned Security