I will prepare US form 990, form 1023, ca 199 and form 5227
About this Gig
Need help with US nonprofit tax returns or tax-exempt organization filings?
I provide detailed nonprofit tax preparation and filing support for charitable organizations, nonprofit corporations, private foundations, and eligible trusts. My goal is to help you understand your filing obligations, organize your financial information, and prepare the appropriate documentation for your organization.
MY SERVICES INCLUDE:
1. IRS Form 990
Preparation support for annual nonprofit information returns, including review of financial records, revenue, expenses, grants, donations, governance information, and applicable schedules.
2. IRS Form 1023
Assistance organizing and preparing the application for recognition of tax-exempt status under Section 501(c)(3), including organizational information, activities, financial projections, and supporting documents.
3. California Form 199
Preparation support for the California Exempt Organization Annual Information Return, based on your organization's eligibility and state filing requirements.
4. IRS Form 5227
Preparation support for Split-Interest Trust Information Returns, subject to the trust's structure and applicable filing obligations.
Entity type:
Non-Profit
Income type:
Business
•
Employment
•
Self-Employment
•
Investment
Target country:
US - Federal
Industry:
Other
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
What nonprofit tax forms do you support?
I offer support for IRS Form 990, Form 1023, California Form 199, and Form 5227. Please specify your organization type and required filing.
Can you help a newly established nonprofit?
Yes, I can help organize information and prepare Form 1023 application materials for an eligible organization. Approval depends on the IRS's review.
Can you prepare Form 990 for a small nonprofit?
Yes, subject to the organization's filing requirements. Some smaller organizations may qualify for Form 990-N or Form 990-EZ instead.
Do I need to file California Form 199 if I filed Form 990?
Possibly. California has separate requirements, and some organizations may need Form 199 or Form 199N. Eligibility depends on the organization's circumstances.
What is Form 5227 used for?
Form 5227 is used for certain split-interest trusts. I will first confirm whether the form applies to your trust.
Can you guarantee IRS approval or acceptance?
No. I can provide the agreed preparation or documentation service, but the IRS and state authorities determine acceptance and approval.
Can you handle urgent or overdue filings?
Please message me with the filing year, deadline, and current status. I will assess the scope and confirm whether I can assist before you order.

