Mission-Focused Compliance, Zero Surprises
Nonprofits operate under unique tax rules that demand specialized expertise. From annual Form 990 filings to state renewals and UBIT analysis, a single compliance failure can jeopardize your tax-exempt status.
Full nonprofit compliance — 990s, state renewals, and UBIT analysis — at flat-rate pricing.
Core Directives
- Mission first
- Exempt status protection
- Flat-rate transparency
Ready when you are
Get startedOperational Milestones
Onboard
We review your organizational documents, prior filings, and current financials to establish a complete compliance baseline.
Prepare
We reconcile your books, build board-ready financials, and prepare your annual 990 with full attention to governance and compensation disclosures.
File & advise
We submit every state registration and renewal on time, then provide year-round guidance on UBIT, grant compliance, and law changes.
Included Services & Outcomes
Losing Tax-Exempt Status Is Automatic
One missed Form 990 filing puts your tax-exempt status at risk. Three missed filings and the IRS revokes it automatically. We make sure that never happens.
Questions
Nonprofit Tax Services FAQ
What is Form 990 and who must file it?
Form 990 is the annual informational return required by the IRS for tax-exempt organizations. Most 501(c)(3) organizations must file Form 990, 990-EZ, or 990-N depending on gross receipts and total assets. Failure to file for three consecutive years results in automatic revocation of tax-exempt status.
What is Unrelated Business Income Tax (UBIT)?
UBIT applies when a nonprofit earns income from a trade or business that is regularly carried on and not substantially related to its exempt purpose, such as advertising revenue or rental income from debt-financed property. We analyze your revenue streams to identify and properly report any UBIT exposure.
Do you handle state charitable registration?
Yes. Most states require nonprofits soliciting donations to register and renew annually. We manage registrations and renewals in every state where your organization operates or solicits contributions.
How is your pricing structured?
We offer flat-rate pricing for all nonprofit services. You receive a clear, upfront fee for Form 990 preparation, state filings, and ongoing advisory, with no hourly billing and no surprise invoices.
Can you help if our exempt status has been revoked?
Yes. We assist organizations with IRS reinstatement applications, including preparation of Form 1023 or 1024 and all supporting documentation required to restore tax-exempt status.
Put SMAART Tax on your nonprofit tax services
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.