FOR NONPROFIT ORGANIZATIONS

Tax & Accounting Services Built for Nonprofits.

From Form 990 preparation to grant compliance, we provide specialized financial services that help nonprofit organizations maintain their tax-exempt status, satisfy board requirements, and focus on their mission.

501(c)(3) Specialists Form 990 Experts
Illustration of a nonprofit building with a heart and compliant filings

Why Nonprofit Organizations Choose Portside

We understand the unique financial challenges and regulatory requirements that nonprofits face.

IRS Compliance Experts

Navigate complex nonprofit tax regulations with confidence. Dane understands Form 990, UBIT, and donor acknowledgment requirements.

Mission-Focused Approach

We understand your passion for your cause. Our services free you to focus on your mission while we handle the financial complexities.

Growth Support

As your organization grows, we scale with you. From startup nonprofits to established foundations, we adapt to your needs.

What Nonprofit Leaders Say

Hear from nonprofit executives and board members who trust us with their financial operations.

Paro

“We are a non profit who was seeking support in filing a 990 for the first time. Portside is AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more.”

MG

Michael G.

President, Give Music, Inc.

“I’m a volunteer with a nonprofit organization, and Dane at Portside has been handling our taxes for the past four years. We’ve been extremely satisfied with his service. He responds promptly to any questions I have and is always willing to help. Our tax filings are completed on time each year, and I have nothing but positive feedback about his work. I definitely recommend him.”

VM

Vicky M.

Treasurer, Save the Animals Rescue Team Association

Paro

“Had a great experience with Dane filing our 990's. It was our first time, and he made the experience VERY easy. Thank you!”

MG

Michael G.

President, Give Music, Inc.

Read more reviews

Comprehensive Nonprofit Financial Management

What we handle

  • Specialized in 501(c)(3) and other exempt organization types
  • Experience with Form 990, 990-EZ, and 990-N filings
  • UBIT (Unrelated Business Income Tax) expertise
  • Donor acknowledgment and gift substantiation guidance
  • Board governance and financial oversight support
  • Annual filing calendar management
  • State nonprofit registration assistance

Common Nonprofit Challenges We Solve:

  • Late or incorrect Form 990 filings
  • Inadequate donor acknowledgment procedures
  • Confusion about UBIT requirements
  • Grant compliance and reporting issues
  • Board-level financial reporting gaps

Ready to Simplify Your Nonprofit's Financial Operations?

Let us handle the complex financial requirements so you can focus on advancing your mission. Get started with our nonprofit-specific assessment.

Which services are you looking for?

Choose the option that best fits your needs.

Tax Prep + FilingInstantly estimate your tax return cost and get started immediately.Continue Bookkeeping & AccountingGet professional accounting help for your business or nonprofit.Continue Payroll ServicesProfessional payroll processing services from Portside.Continue New business formationForm a new business idea with professional help from Portside.Continue Tax ReliefProfessional assistance with a tax notice, amount due, or other issue.Continue Something elseMerchant services, sales tax filings, exemptions, IRS Form 1023, and more.Continue

Knew us as Financial Umbrella? We're now Portside Tax & Accounting - new name, same service. Learn more.