Nonprofit work is different. The filings, the disclosures, and the rules around unrelated income are specific — generic tax preparers miss things that trigger costly corrections later.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Prior 3 years of 990 filings reviewed. Public support test status confirmed. UBI risk assessment delivered within 30 days.
Quarterly governance and compliance review. Annual 990 filing in the standard cycle. UBI/UBIT analysis any time the activity profile shifts.
Our prior preparer filed our 990 every year and never flagged the unrelated business income from our event-rental program. Milestone caught it in onboarding — we filed corrected 990-Ts going back three years, paid modest tax, and avoided a future audit that could have threatened our exempt status. They walked the board through every step.
— Executive Director, Bay Area Educational Nonprofit
$3.2M revenue · Milestone nonprofit client since 2023
We work with 501(c)(3) public charities, 501(c)(3) private foundations, 501(c)(4) social welfare orgs, 501(c)(6) trade associations, and CA religious corps. Most engagements are public charities and private foundations.
Form 990-N (small orgs under $50K): $500–800. Standard 990 with state filings: $2,500–5,500. Complex 990 with multiple programs or UBI: $5,500–12,000. 990-PF (private foundation): $4,500–8,500. Quoted upfront.
Income from activities outside your exempt purpose triggers federal income tax (UBIT) — and excessive UBI can threaten exempt status. Event rentals, advertising income, parking lots, and gift shops are common triggers. We analyze every nonprofit's activity for UBI risk.
Yes — and it is required for any California nonprofit with $50K+ gross revenue. We file alongside the 990 and the state Form 199 in a coordinated submission.
Required by California for nonprofits with $2M+ gross revenue. Required by many grantmakers, banks, and federal funders regardless of size. We handle audit prep (separate engagement) and coordinate with an independent audit firm.
Yes — about 30% of nonprofit clients have us providing quarterly board reporting and audit-committee liaison work in addition to filings. Particularly valuable for boards without a finance-background member.
A complimentary 30-minute call. Tell us what type of nonprofit you are and where you sit in the filing cycle — we will tell you straight what compliance looks like and whether we are the right firm.
