Nonprofit Filings & Compliance
We assist tax-exempt organizations with required federal and state filings to maintain compliance and transparency.
Nonprofit Compliance & Required Filings
-
Annual federal filing required to maintain your tax-exempt status
When you work with me, preparing your Form 990 isn’t just about completing a return—it’s about ensuring your organization is accurately represented, compliant, and positioned appropriately for public transparency.
I prepare all versions of the Form 990, including:
990-N (e-Postcard)
990-EZ
Full Form 990
Form 990-PF (Private Foundations)
Each return is prepared based on your organization’s structure, financial activity, and governance, with careful attention to required disclosures and schedules.
Services are based on information provided by the organization and do not include bookkeeping or financial statement preparation unless separately engaged.
-
State-level registrations required if your organization raises funds
If your organization solicits donations, you may be required to register with the state—and in some cases, multiple states.
I assist with:
Initial charitable solicitation registrations
Annual renewals
Multi-state compliance coordination
These filings are often overlooked but are essential to maintaining good standing and avoiding penalties.
Filing requirements are determined based on your organization’s activities, fundraising practices, and jurisdictions in which you operate.
-
Required filings to keep your organization active and in good standing
In addition to your federal filing, most nonprofits must maintain compliance at the state level.
Services include:
Tennessee annual reports
Foreign registrations (if operating in other states)
Registered agent updates
Required state-level disclosures
These filings help ensure your organization remains legally active and able to operate without interruption.
Services are limited to preparation and submission of required filings based on information provided.
-
May be required depending on your organization’s activities
While many nonprofits are exempt from certain Tennessee taxes, that exemption depends on your organization’s activities and proper registration with the state.
Depending on your operations, your organization may be required to:
Register for or maintain exemption status
File Franchise & Excise Tax returns
File Tennessee Business Tax returns
This is most commonly applicable if your organization:
Generates revenue outside of its exempt purpose
Sells goods or services
Has not formally established exemption with the state
I provide an initial review to determine applicability and, if needed, support with required filings.
Determinations are based on information provided and may require additional analysis if activities are complex.
-
Specialized filings based on your activities and operations
Certain activities may trigger additional filing requirements.
I provide support for:
Sales tax exemption applications
Charitable gaming or raffle registrations
Responses to state notices or compliance inquiries
These requirements vary, and I’ll help you determine what applies based on your organization’s structure and activities.
-
Ongoing support to keep everything organized, filed, and on time
For many organizations, compliance involves multiple filings throughout the year. Bundled services provide a structured, proactive approach to managing those requirements.
Bundles may include:
Annual Form 990 preparation
State charitable solicitation renewals
Annual state report filings
Compliance tracking and deadline monitoring
Coordination of applicable state tax filings
This option is ideal for organizations seeking consistency, oversight, and reduced administrative burden.
Bundle scope is defined at engagement and may be adjusted based on changes in organizational activity or compliance requirements.
-
We’ll figure it out together
Nonprofit compliance requirements vary based on your organization’s size, activities, and where you operate.
If you’re unsure what applies, I’ll help you:
Identify required filings
Understand your responsibilities
Establish a plan that aligns with your organization’s needs
These filings are often required annually and may vary depending on your organization’s size, activities, and where you solicit donations.
The Bottom Line
If your organization needs clear, dependable support with required filings—without committing to full-service accounting—this is likely a good fit.
-
Designed for organizations that need compliance support without full-service accounting
These services are designed for nonprofits that need reliable filing and compliance support, but may not require—or be ready for—ongoing accounting services.Description text goes here
-
Smaller nonprofits whose financial activity is relatively limited and does not yet support hiring in-house accounting staff or outsourcing full-service accounting
Organizations that are still growing and need to prioritize essential compliance while managing resources carefully
Nonprofits that are not ready for ongoing accounting services, but still want their required filings handled accurately and on timeDescription text goes here
-
Established nonprofits with internal accounting staff
Organizations working with a bookkeeper or accounting firm that does not provide Form 990 preparation or state filing services
In these cases, I work alongside your existing team to ensure your federal and state filings are completed properly, without disrupting your current processes.
-
These services are focused on filing and compliance, not ongoing bookkeeping or financial management.
If your organization:
Needs help maintaining its books
Requires financial statement preparation
Is working through significant cleanup or reconstruction of records
Additional or separate services may be needed before filings can be completed.
-
If you’re unsure whether these services align with your needs, we can start with a brief review of your organization’s activities and filing requirements.
From there, I’ll help you determine what’s required and what level of support makes the most sense—no pressure, just clarity.