Tax prep support
Nonprofit information return preparation support
Finbryn prepares Form 990 information returns from your fund-accounting records, allocating expenses across program, management and fundraising categories, and hands a board-readable draft to a credentialed signer before it is filed, so your board sees exactly what the IRS and your donors will see, with no surprises at the meeting.
Tax working papers
Illustrative client · August 2026
USD
- Year-end books closed and reconciledDone
- Fixed asset and depreciation scheduleDone
- Book-to-tax adjustments listedDone
- Supporting schedules for the preparerIn progress
- Handed to the signer for review and filingNext
Illustrative. An example of the document, not a client's figures.
Written so your board can actually read it
A Form 990 is public once filed, and it is often the first thing a donor or grantmaker checks. We prepare it from the same fund-accounting records we use for your monthly reporting, and we write the accompanying summary in plain language so your board can review the draft before anyone signs it, not just trust that the numbers are right.
Functional expense allocation
Program, management and fundraising costs need to be split correctly, and that split affects how efficient your organization looks to a funder comparing you against others. We build this allocation from actual time and activity records tracked through the year, rather than a single year-end estimate that is hard to defend if questioned.
Related-party and grant disclosures
Board member transactions, related-party dealings and significant grants each have their own disclosure schedule on the return. We flag these as they occur in your books through the year so nothing is missed or rushed at filing time.
State registration renewals
Many states require a separate annual charitable registration alongside the federal filing, with its own deadline and its own form, and some also require a separate audited-financials threshold once revenue passes a certain size. We track every one of these on the same calendar as the 990 itself, region by region, so a lapse never happens quietly and your organization stays eligible to solicit donations everywhere it operates.
Where this fits
Fund accounting under bookkeeping is the foundation this return is built from. If your organization operates in multiple states, see state registration support. Preparation pricing for nonprofits is on the pricing page.
Questions
Frequently asked questions: Nonprofit information return preparation support
Is Form 990 public?
Yes, once filed it becomes a public document, which is one reason we prepare it in plain language your board can review before anyone signs it.
How do you allocate program versus overhead expenses?
From activity and time records tracked through the year in your books, not a single estimate made at filing time.
Do you handle state charitable registration renewals too?
We track state renewal deadlines on the same calendar as the federal filing so neither one is missed.
Who signs the return?
A credentialed preparer reviews and signs the return we build, alongside whichever board officer your organization requires to sign.
What does nonprofit information return preparation support actually include, month to month?
Nonprofit information return preparation support covers program, management and fundraising expense allocation, along with functional expense statement prepared from your books. The work runs inside QuickBooks Online, Xero, Sage Intacct or Drake Tax, the file stays under your own subscription, and a senior principal reviews the output before it reaches you each period.
Do you handle fund accounting?
Yes, we track restricted and unrestricted funds separately so the return and your board reports both reconcile.
Can the board review the draft before it is filed?
We prepare a draft in plain language specifically so your board can review it before signature.
What if our records for nonprofit information return preparation support are not up to date?
If your records are behind, we scope a catch-up first so nonprofit information return preparation support starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Who reviews the work before it reaches us?
Every deliverable under nonprofit information return preparation support is reviewed by a senior principal before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.
Related services
- BookkeepingMonthly bookkeepingOngoing monthly bookkeeping: transactions sorted into categories, accounts reconciled and month-end reports delivered in the software you already use.
- Tax prep supportState registration supportSupport for registering a business to operate, collect tax or run payroll in a new state, built around the specific triggers your growth creates.
Industries
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.