Running a nonprofit comes with unique tax responsibilities. At Optimum Tax Pro, we specialize in preparing and filing IRS Form 990 and related schedules for tax-exempt organizations. Our goal is to help you remain fully compliant while focusing on your mission—not on paperwork.
We accurately prepare and file your nonprofit’s annual information return with the IRS.
We ensure your nonprofit meets both federal and state reporting requirements.
We review your records, ensure accuracy, and structure them properly for reporting.
Whether you operate a charity, foundation, association, or faith-based organization, we tailor filings to your specific needs.
Get direct access to our team whenever you need clarity or assistance.
Stay ahead of annual filing deadlines with timely reminders and alerts.
If the IRS has questions, we handle the communication on your behalf.
Get expert advice to maximize compliance and safeguard your tax-exempt status.
Form 990 is the annual information return required by the IRS for tax-exempt organizations. It provides transparency about your nonprofit’s finances and activities.
Most federally tax-exempt organizations, including charities, foundations, and associations, must file Form 990, 990-EZ, or 990-N depending on revenue size.
Failure to file for three consecutive years results in automatic revocation of your tax-exempt status.
Yes! We assist organizations of all sizes, including small nonprofits required to file Form 990-N (e-Postcard).
The deadline is the 15th day of the 5th month after the end of your fiscal year. Extensions are available if requested on time.
No. Form 990 is an information return, not a tax return. However, certain activities may trigger unrelated business income tax (UBIT), which we can help you manage.
Your nonprofit exists to make an impact. Let Optimum Tax Pro handle your tax compliance so you can stay focused on your mission.