Tax-Exempt Compliance & Governance
IRS • FORM 990 • STATE REGISTRATION • GOVERNANCE • POLICIES • EXEMPT STATUS Expert support for maintaining and protecting your organization’s tax-exempt status. We help non-profits navigate complex IRS, state, and governance requirements — ensuring transparency, accountability, and ongoing compliance with public charity and private foundation rules.
Our Key Services
What We Handle
Our Process
Assess
Review current IRS filings, board policies, and compliance standing.
Document
Prepare or update governance policies and organizational bylaws.
File
Submit annual returns, state renewals, and federal exemption forms.
Monitor
Track filing deadlines and compliance requirements across jurisdictions.
Educate
Provide board and staff training on compliance and recordkeeping.
Maintain
Conduct annual reviews to confirm exemption and alignment with IRS standards.