Nonprofit Tax Filings
Portside has a nonprofit-specific tax expert that supports IRS Form 990-series and state filings for nonprofits, keeping you in good standing with the IRS and explain your obligations in plain English.
Best for: Any type of nonprofit organization, nationwide · Form 990, 990-EZ, 990-T, 990-PF, and 990-N · One or multiple years of tax filing · Nonprofits who need an experienced tax professional or accountant
What's included
All tax services provided directly by an IRS-licensed Enrolled Agent (EA) with 12+ years of tax filing experience.
Your IRS Form 990 series return and one state tax return - all at one bundled cost (if state returns are applicable to your nonprofit).
If your state requires you to file an Annual Report for your nonprofit, we'll handle it with your tax filings.
If your state requires you to file a charity renewal form each year, we'll also handle that with your tax filings.
All return packages include a prerecorded video walkthrough from your tax advisor, with a simple explanation of your returns.
Portside will monitor your nonprofit's account at the IRS for any unexpected changes.
Review of your last tax return to ensure nothing was missed on your prior 990 series return.
If you receive a tax notice throughout the year, Portside will help you respond.
See everything included (2 more)
You get 24/7 access to our secure client portal to communicate with your tax advisor and access tax documents at any time.
Maintain access to your licensed tax advisor throughout the year for questions and advice.
How it works
A short online intake form and a price quote up-front.
Your advisor handles it and reaches out if needed.
You get your finished work, with support after.
Common questions about this service
Can a small nonprofit with volunteer staff use a fully virtual firm?
Yes. Everything is handled online through our secure client portal, so your team can share documents whenever it suits them, and you work directly with an IRS-licensed Enrolled Agent.
Which 990 form does my nonprofit need, and does Portside file all of them?
The right form depends on your organization's type and size. Portside prepares the full 990 series: Form 990, 990-EZ, 990-T, 990-PF and 990-N, so we can help you determine the right one.
What happens if my nonprofit files its Form 990 late?
Form 990, 990-EZ, and 990-PF returns are due on the 15th day of the 5th month after the end of your tax year, which is May 15 for calendar-year organizations. Form 8868 gives an automatic six-month extension. The Form 990-N (e-Postcard) due date cannot be extended.
If a required return is filed late, the IRS can charge a penalty for each day it is late, and the daily rate and maximum are higher for larger organizations. The penalty may be abated if there was reasonable cause. The more serious risk is that an organization that does not file a required return or e-Postcard for three consecutive years automatically loses its federal tax-exempt status.
If you have missed a filing, contact us as soon as possible so we can help you catch up. The IRS explains the rules on its failure-to-file penalties page.
Do I have to meet live with someone, or schedule an appointment?
Not at all, but rest assured a human is on the other side working on your return.
Our process is designed to be fully asynchronous. All communication happens through your secure portal, and you’ll receive a personalized video reviewing your return. You can also ask questions directly in the portal's chat and we respond live during business hours.
Can I drop off my tax documents somewhere? Do you accept paper documents?
No, we are a virtual-only firm. To optimize efficiency, security, and to promote environmental responsibility, we are a paperless tax and accounting firm. Our client portal contains a document scanning feature to turn your paper documents into PDF. Go green with us!
Ready to learn more & get started?
Share a few details and Portside will take it from there.
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More about this service
990-series forms Portside files
IRS Form 990 full form, 990-EZ, 990-T for UBIT, 990-PF for private foundations, and the 990-N postcard. Portside prepares all of these, including all applicable schedules, for any type of nonprofit organization.
What is not included
Portside does not offer fund accounting or grant tracking as part of Portside's services for nonprofits.
Why nonprofits choose a virtual Enrolled Agent firm
Your return is prepared by an IRS-licensed Enrolled Agent, and everything is delivered 100% remotely. We serve nonprofits nationwide, regardless of your home state.