Tax Preparation
Not-for-Profit Tax Preparation
Safeguarding your tax-exempt status.
Overview
While tax-exempt organizations don't pay standard income tax, their reporting requirements are among the most heavily scrutinized by the IRS and the public. Form 990 is not just a tax return — it is a public relations document that donors use to evaluate your organization. Blue Sage ensures your filings are accurate, compliant, and tell the right story about your financial health and programmatic success.
Who This Service Is For
- 501(c)(3) public charities and community organizations
- Private family foundations and corporate foundations
- Trade associations and professional societies (501(c)(6))
- Social clubs and other tax-exempt entities
Scope of Work
What's Included
- Preparation of Form 990, 990-EZ, or 990-N for public charities
- Preparation of Form 990-PF for private foundations
- Calculation and reporting of Minimum Investment Return and qualifying distributions
- Analysis and filing of Unrelated Business Income Tax (UBIT) on Form 990-T
- State-level charitable solicitation and registration filings
- Review of executive compensation and governance disclosures
- Functional expense allocation reviews
- Board presentations and filing review meetings
What Sets Our Approach Apart
Neo understands that for nonprofits, compliance is about maintaining public trust. Form 990 is a public document reviewed by major donors and grant-makers like GuideStar/Candid. We look beyond the numbers to ensure your governance questions are answered correctly and your programmatic achievements are highlighted — making your Form 990 a tool for fundraising, not just a compliance burden.
Common Questions
What to Expect
How is this different from what my current CPA does?
Many firms treat the Form 990 as an afterthought. Blue Sage recognizes that this is a public document viewed by major donors and grant-makers. We ensure your financial narrative is clear, accurate, and reflects well on your board and management.
What does working with Blue Sage actually look like?
You work directly with Neo. The engagement includes reviewing your financials, classifying functional expenses, preparing the return, and — if desired — presenting the final Form 990 to your Board of Directors or Finance Committee for approval before filing.
How do I get started?
Schedule a free introductory consultation. Neo reviews your current situation, identifies gaps, and outlines exactly how Blue Sage can add value — with no obligation.
Other Tax Preparation Services
Ready to Discuss Your Not-for-Profit Tax Preparation Needs?
Schedule a consultation and Neo will outline exactly what's needed for your situation.