Stay compliant, build trust, and file with confidence—with tax support for IRS Federal Form 990, sales tax filing, and more.
At The Charity CFO, we approach tax season the same way we approach everything else—with clean records, strong systems, and a clear process.
We support nonprofit tax needs in two ways:
We do not offer one-off or standalone tax filings. Instead, our tax services are built into a broader, year-round relationship that ensures your books are accurate and organized long before deadlines hit. That means no last-minute scrambling, no messy handoffs—and no surprises. Just confidence in your numbers and a clear path to compliance.
We don’t just help you get through tax season—we help you prepare for it all year long. During onboarding, we’ll review your previous returns and ensure your reconciliations are tight. From there, our team keeps everything organized and aligned, making your tax filings easier (and less stressful) than ever.
The Charity CFO is a pleasure to work with … The transition went very smoothly, and we expect to actually save funds by outsourcing our finance department. The Charity CFO team is knowledgeable, professional and very responsive.
– Hal Cohen
Do you prepare and file our Form 990 directly?
In many cases, yes—if you’re a current accounting client. For organizations without an audit or external CPA, we can prepare and file Form 990 in-house as part of our ongoing services.
However, most of our clients (about 85%) undergo an audit or financial review, and in those cases, we collaborate with your external CPA, providing accurate, audit-ready financials and supporting documentation for them to complete the filing.
We don’t offer Form 990 preparation as a stand-alone service. It’s one part of the comprehensive accounting support we provide to ensure year-round readiness—not just a once-a-year task.
Do you provide tax advice for nonprofits?
While we don’t offer legal tax advice, our CFOs can guide you on compliance issues, best practices, and what to expect during the filing process.
Do you help with 1099s?
Absolutely. As part of our nonprofit tax services, we help identify 1099 contractors, work with you to gather the necessary information, and file the required forms on time—so you can avoid surprises at year-end.
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