Form 990 and Form 1023 Help

Form 990 Penalty Relief Help
Have you received a letter from the IRS saying that you owe a penalty for filing your Form 990 late? If so, you need to respond quickly. I'll be happy to help you write a letter requesting abatement of the penalties, or, you can do it yourself after reading my Form 990 Penalty Relief Manual e-book (instant download), which will teach you how to use the IRS "reasonable cause" provisions to request relief from penalties.

Get an Extension of Time to File
Do you need more time to file form 990, 990-EZ, or 990-T? Find out how and when to file your extension request with the IRS. Download a FREE booklet on how to properly file a Form 990 extension request. I've written the plain English instructions that should have come with the form.

How I Can Help You
I provide competent professional services and guidance to small tax-exempt and charitable organizations. I provide services related to Form 990 preparation, Form 1023 / 1024 Applications for Tax Exempt Status, and late filing penalty abatement. I also provide consultations to start-up nonprofit organizations that need on guidance on formation and applying for tax exempt status.

Contact David McRee, CPA for general questions

Request a phone consultation for advice on a specific issue.

New Laws That Affect You
The IRS has made sweeping changes to the 2008 Form 990, and to the filing requirements for small tax-exempt organizations that were not previously required to file Form 990. Changes have also been made to the procedures for applying for tax-exempt status using Form 1023. Some of these changes could have serious implications for your organization if you are not in compliance.

Why Hire a Professional Preparer
Both Form 990 and Form 1023/1024 are designed to detect improper use of funds or assets, and to detect improper relations between directors and the organization. It accomplishes this by asking very technical questions, using specialized language. If you do not have a good understanding of terms and concepts like disqualified person, excess benefit, excess contribution, unrelated business income, supporting organization, noncharitable exempt organization...read more