Nonprofits

We assist organizations with the preparation of applications for federal tax-exempt status, including support with organizational documentation, operational descriptions, and required IRS filings.

Services may include assistance with:

• Form 1023

• Form 1023-EZ

• Form 1024

• organizational document review

• exemption application support

• IRS follow-up requests

• nonprofit startup guidance

We work with organizations to help establish an organized foundation for nonprofit reporting and compliance requirements.

Form 1023-EZ  - $400 (price does not include federal fee of $275*).

Form 1023 - $600 - $1,200 (price does not include the federal fee of $600*).

*Prices are subject to change

To get started, complete this form!

We assist organizations during various stages of nonprofit formation and operational development. Services may include guidance related to organizational setup, governance considerations, compliance requirements, and financial process structure.

Support may include:

• nonprofit startup consultations

• organizational structuring discussions

• EIN application assistance

• governance and documentation support

• accounting process setup

• financial reporting structure guidance

• compliance planning considerations

If you are looking to start a Nonprofit organization, complete this form! 

We assist nonprofit organizations with the preparation of Forms 990, 990-EZ, and 990-N, including related schedules and disclosures required for exempt organization reporting. Our services are designed to help organizations maintain compliance while presenting financial and operational information clearly and accurately.

We also assist organizations with gathering and organizing information related to governance, contributions, fundraising activities, grants, program services, and functional expenses to support complete and accurate nonprofit reporting.

We provide accounting and bookkeeping support tailored to the operational and reporting needs of nonprofit organizations. Services may include monthly bookkeeping, reconciliations, financial statement preparation, grant and restricted fund tracking, and account cleanup services.

Our goal is to help organizations maintain organized financial records and meaningful reporting that supports management, board oversight, grant compliance, and Form 990 preparation.

HT&A provides audit and assurance services designed to support transparency, financial reporting, and organizational oversight. Depending on organizational needs, services may include financial audits, reviews, compilations, and agreed-upon procedures engagements.

Our services are designed to help organizations strengthen financial reporting, improve internal processes, satisfy grantor or lender requirements, and provide stakeholders with greater confidence in the organization’s financial information.

Our advisory services are designed to help nonprofit organizations strengthen financial processes, improve operational efficiency, and navigate accounting and compliance matters with greater clarity and structure.

Support may include budgeting guidance, internal control recommendations, financial process evaluations, reporting structure assistance, and general operational consulting tailored to the organization’s needs and stage of growth.

Nonprofit organizations may encounter compliance, filing, or reporting concerns throughout the year. We assist organizations with IRS notices, exempt organization reporting matters, filing requirement questions, and related compliance support.

Our firm works with organizations to help identify reporting obligations, organize supporting documentation, and respond to requests related to nonprofit tax compliance matters.

Organizations that fail to meet annual filing requirements may risk automatic revocation of their tax-exempt status. We assist organizations with evaluating reinstatement requirements and preparing filings necessary to support the reinstatement process.

Services may include:

• reinstatement application support

• delinquent Form 990 filings

• compliance evaluations

• IRS correspondence assistance

• reasonable cause statement support

• organizational filing requirement review

Our goal is to help organizations understand the reinstatement process and work toward restoring compliance as efficiently as possible.

Most nonprofit organizations must file Form 990 by the 15th day of the 5th month following the end of their fiscal year. For organizations operating on a calendar year-end, the return is generally due on May 15.

Organizations may request an automatic six-month extension by filing Form 8868 before the original due date.

Nonprofit organizations should maintain organized records supporting revenue, expenses, grants, contributions, payroll, governance activities, and financial transactions. Examples may include bank statements, contribution records, grant agreements, invoices, receipts, payroll reports, board meeting minutes, and supporting documentation for restricted funds.

Maintaining accurate records is important for financial reporting, Form 990 preparation, audits, and organizational oversight.

Audit requirements vary depending on state laws, grant agreements, lender requirements, organizational bylaws, and funding sources. Some organizations may also require audits due to federal funding thresholds or board governance requirements.

Organizations should evaluate audit requirements regularly to ensure compliance with applicable reporting obligations.

Functional expenses represent how nonprofit organizations categorize expenses based on their purpose. Expenses are generally classified among:

• program services,

• management and general activities, and

• fundraising activities.

The IRS requires many nonprofit organizations to report functional expenses as part of Form 990 reporting.

Yes. We assist organizations with organizing financial records, preparing supporting schedules, evaluating financial reporting processes, and identifying documentation commonly requested during audit procedures.

Strong preparation can help improve efficiency during the audit process and support more organized financial reporting.

Organizations commonly provide financial statements such as:

• statements of financial position,

• statements of activities,

• budget-to-actual reports,

• cash flow information,

• grant or program reporting,

• and other operational summaries relevant to board oversight responsibilities.

Reporting needs may vary depending on the organization’s size, funding sources, and governance structure.

Organizations should review IRS notices promptly and maintain copies of all related correspondence. Depending on the nature of the notice, additional information, clarification, filings, or corrective actions may be required.

Professional guidance can help organizations better understand the notice and determine appropriate next steps.

Yes. We assist organizations with reviewing and organizing financial records, reconciling accounts, correcting accounting discrepancies, and improving financial reporting structure when cleanup or catch-up work is needed. 

Organizations generally apply for federal tax-exempt status by filing the appropriate exemption application with the IRS, such as Form 1023 or Form 1023-EZ, depending on organizational eligibility and structure. Supporting organizational and operational documentation is typically required as part of the application process. 

Organizations that fail to file required annual returns for three consecutive years generally face automatic revocation of their federal tax-exempt status. Reinstatement may require additional filings, applications, user fees, and supporting explanations depending on the circumstances and timing of the reinstatement request. 

Yes. We assist organizations with various stages of nonprofit setup and compliance preparation, including exemption application support, organizational guidance, and financial reporting considerations related to nonprofit operations.