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Industry

Accounting and tax for nonprofit organizations.

Form 990, California Form 199 and RRF-1, grant tracking, restricted funds and the bookkeeping that satisfies a board and a funder.

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Where this industry gets it wrong

  • Form 990 filed late — three years of it revokes tax-exempt status automatically
  • Restricted and unrestricted funds mixed in one account
  • Payroll for a small staff run like a for-profit, missing the exemptions and obligations that differ
  • California Attorney General registration lapsed
TLR office, Santa Ana, California

Questions we hear from nonprofits

Do you prepare Form 990?

Yes: 990-N, 990-EZ and the full 990, plus California 199 and the Attorney General's RRF-1.

Can you help us get 501(c)(3) status?

We prepare the financial sections of Form 1023 and set up the books; the legal application is coordinated with your attorney.

Talk to us this week.

A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.

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