Nonprofit Tax Services
Stay mission‑focused while we handle the tax details. We prepare accurate, on‑time nonprofit returns and help you navigate public support tests, UBI, state filings, and exemptions—so boards, donors, and regulators have confidence in your organization.
What we handle:
- Federal returns: Form 990, 990‑EZ, 990‑N (e‑Postcard)
- Unrelated business income: Form 990‑T and state UBI filings
- State registrations: charitable solicitation registrations/renewals and state copies of 990
- Sales/use tax: exemption applications and guidance on taxable events
- Event and fundraising reporting: raffles, auctions, sponsorships, quid‑pro‑quo
- Contribution reporting: Schedule B, non‑cash gifts, and acknowledgments
- Public support tests: Schedule A calculations and planning
- Foreign activities and grants: Schedule F and required disclosures
- Governance and policies: Schedule O narratives and board review packages
- IRS/state notices: responses, abatement requests, and audit support
What we need (and help you assemble):
- Year‑end financials (org‑wide and by program/fund)
- Contribution and grant detail, donor restrictions, and in‑kind support
- Board/officer information and governance policies (conflict, whistleblower, etc.)
- Event/fundraiser activity and UBI sources
Our process:
- Kickoff and checklist
- Document collection via secure portal
- Draft return with plain‑English notes for the board
- Review meeting, approvals, and e‑signature
- E‑file and delivery of final package with acknowledgements
- Post‑filing support for notices and next‑year planning
Deliverables you'll receive:
- Filed return PDFs and e‑file acknowledgements
- Public support worksheets and Schedule A backup
- Schedule B and valuation support (as applicable)
- Board copy of the return and a summary memo
- Calendar of next‑year due dates and recommendations
Planning and guidance:
- Maintain public charity status (public support test monitoring)
- Analyze UBI vs. mission‑related income and cost allocations
- Optimize disclosures and governance narratives for transparency
- Coordinate with bookkeeping to align 990 with financial statements
Who we serve:
Charitable organizations, foundations, associations, and faith‑based nonprofits—served virtually, nationwide.
Coordination with our accounting services:
If needed, we can provide Nonprofit Accounting Services (fund/program reporting, grant tracking, and monthly close) to streamline your 990 preparation and board reporting.
Need dependable 990 filing and nonprofit tax guidance? Contact us to get started or book a quick consult.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
