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I need an experienced tax professional to take my nonprofit organization through a full Form 990 filing for the most recent fiscal year. All bookkeeping is NOT in QuickBooks, and I can supply financial statements, board information, and prior-year returns as soon as we start. Your task is to prepare every required part of the standard Form 990—not the EZ or N versions—including any schedules that apply to a typical public charity. When the work is done I expect a ready-to-file PDF of the form and schedules, plus the e-fileable XML if you have that capability. A short hand-off call to walk me through key numbers and confirm we are compliance-ready will round things out. Accuracy, adherence to IRS instructions, and a quick turnaround are essential.
Project ID: 40699468
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40 freelancers are bidding on average $342 USD for this job

As an experienced tax professional and the leader of a firm specializing in accounting and taxation, I have a unique advantage in tackling your project. I understand the intricacies of Form 990 and comprehend the meticulousness it requires for completion. My specialization in non-profit accounting, including handling bookkeeping outside Quickbooks, aligns perfectly with your needs. With my comprehensive skills in QBO, Oracle ERP, NetSuite, Xero, MS Dynamics Business Central and Data Entry, I can adeptly combine all your financial data from different sources, ensuring that every required part of the standard Form 990 is accurately filled out. I will go further by carefully analyzing your financial statements and providing value through bank reconciliations, cash flow analysis, preparation of financial statements alongside budgeting and forecasting. What separates me from others is my commitment to adhering strictly to IRS instructions while delivering fast turnarounds without compromising on quality. At the end of our engagement, you can expect a ready-to-file PDF of the form with schedules as well as the e-fileable XML format you seek. Combined with knowledge-transfer session to clarify any queries and ensure compliance-ready status for your organization. Choose me to get peace of mind and accuracy in meeting all your tax filing needs!
$750 USD in 7 days
9.1
9.1

Hi, I’d be happy to help prepare your nonprofit’s complete IRS Form 990 for the most recent fiscal year. I understand you need the standard Form 990 (not 990-EZ or 990-N), including all applicable schedules, based on your financial statements, board information, and prior-year return. I can carefully review the supporting information, reconcile the key figures, and prepare the return in accordance with the applicable IRS instructions. My approach would include: Reviewing the financial statements and prior-year Form 990 Mapping the financial information into the appropriate Form 990 sections Preparing all applicable schedules and disclosures Reviewing governance, board, compensation, related-party, and public-support information Performing consistency and reasonableness checks before finalizing Providing a ready-to-file PDF Providing e-filed document of the filing software A short hand-off call to review key figures and outstanding compliance items Accuracy and completeness would be my priority, while keeping the process efficient so we can meet your desired turnaround. I’m available to get started as soon as you provide the financial statements, prior-year return, and other supporting information. Thank you, and I’d be glad to discuss the nonprofit and filing requirements before we begin.
$500 USD in 4 days
7.6
7.6

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$250 USD in 1 day
6.6
6.6

Hello, I can handle your nonprofit’s complete IRS Form 990 filing for the most recent fiscal year, including all applicable schedules and compliance requirements. I have extensive experience with nonprofit accounting, U.S. tax compliance, financial statements, and Form 990 preparation. You provide the financial statements and prior-year return; I’ll take care of the Form 990 preparation from there. Best regards, Faizan.
$400 USD in 7 days
6.4
6.4

As a Chartered Accountant with an ACA qualification and nine years of experience, I have developed a comprehensive understanding of the IRS' requirements for non-profit organizations like yours. Through my career, I have assisted several organizations navigate through the complex process of Form 990 filing in a cost-effective and timely manner, delivering ready-to-file PDFs that precisely adhere to IRS instructions. My proficiency in numerous compliance-related areas including tax planning, financial consulting, and accounting is what sets me apart. Moreover, while your bookkeeping might not be in QuickBooks, I assure you that my data entry skills are not limited to just that software. I am adaptable and skilled enough to handle different types of financial data management systems. Lastly, I understand that speed is vital in meeting filing deadlines without sacrificing accuracy. My track record speaks for itself on this front. Rest assured, your project will receive my undivided attention to ensure every required part of the standard Form 990 is completed properly with all applicable schedules. With me on board, your non-profit organization can expect a collaborative and smooth engagement from start to finish, ensuring you are compliance-ready by project’s completion.
$250 USD in 5 days
6.5
6.5

With over 8 years of experience, I can confidently say that I have the skills and expertise needed to carry out your Form 990 filing. I understand that your nonprofit organization uses a system other than QuickBooks for your bookkeeping, but rest assured, my proficiency in Excel and data management is such that this will pose no problem. My comprehensive knowledge of data analysis and financial spreadsheets enables me to smoothly work with various systems while maintaining accuracy and quality. In addition to Excel, I also possess a good grasp of Intuit QuickBooks which may come in handy as we navigate through the filing process. As a tax professional, nothing is more important than adhering to IRS instructions and ensuring compliance. This, combined with my meticulous approach and understanding of Form 990, makes certain you'll receive error-free, ready-to-file documents promptly. Eyesha The perfect blend of skill and experience! Want to amalgamate 900+ successfully completed projects into yours? Then look no further. Just as my previous clients rely on me wholeheartedly for their complex data analytics and financial report needs, you can depend on me to expertly navigate through this intricate process. Choose me as your partner in ensuring your nonprofit's success!
$250 USD in 2 days
5.7
5.7

Hi, I can assist with preparing the full Form 990 filing package for your nonprofit using the financial records, QuickBooks data, prior-year returns, and supporting information you provide. I understand this is the standard Form 990, not the 990-EZ or 990-N, and that accuracy and compliance with the applicable IRS instructions are the priority. I’ll organize the financial information, reconcile the relevant figures, prepare the required schedules based on the organization’s activities, and carefully cross-check the return against the supporting records and prior-year filing. I’ll also pay close attention to consistency between the main Form 990 and its schedules so there are no avoidable discrepancies. The deliverable will be a ready-to-review PDF package containing the completed Form 990 and applicable schedules, along with the supporting information needed for e-filing. I can also work with your QuickBooks data and Excel records to make the preparation and reconciliation process efficient. I’m detail-oriented with financial data and tax compliance work, and I understand the importance of keeping a nonprofit filing organized, traceable, and consistent. I’m available to review the numbers with you on a short call and work toward a quick, accurate turnaround.
$250 USD in 1 day
6.2
6.2

Hi, I understand your need for a seasoned tax professional to complete a full Form 990 filing for your nonprofit organization. As a Chartered Accountant (ACCA) with 7 years of experience in accounting and taxation, I will meticulously prepare all required components of Form 990, including relevant schedules for public charities based on the financial statements and prior-year returns you provide. While you mentioned that bookkeeping is not in QuickBooks, I will efficiently manage and organize all necessary data to ensure a seamless filing process. I am committed to delivering the finalized PDF format of Form 990 and the e-fileable XML while adhering to IRS guidelines. You will receive clear communication throughout our collaboration, and I will ensure a quick turnaround. Can we schedule the hand-off call right after the filing?
$500 USD in 7 days
5.3
5.3

With extensive experience in nonprofit tax filings, I will expertly navigate your organization through a comprehensive Form 990 process, ensuring compliance with IRS guidelines. My previous work with similar public charities has equipped me to handle all necessary schedules and documentation efficiently. Could you please clarify if there are any specific nuances or recent changes in your organization's financials that I should be aware of during this filing process? Regards, CA. Swati Jain, CPA
$380 USD in 2 days
4.8
4.8

HI, Your nonprofit needs a complete, accurate Form 990 filing for the most recent fiscal year, including all applicable schedules for a typical public charity—not the EZ or N versions. The priority will be to work from your financial statements, board information, and prior-year returns to prepare every required section and deliver a ready-to-file PDF, along with e-fileable XML where available. With CPA credentials and PTIN Holder status, the return can be prepared with careful attention to IRS instructions, prior-year consistency, applicable schedules, and nonprofit reporting requirements. The process will include a thorough review of the supplied financial information, preparation of the complete Form 990 package, and a short hand-off call to explain key figures and confirm compliance readiness. The goal is a clean, accurate filing package delivered on a clear timeline without unnecessary back-and-forth. I can move quickly once the records are provided and ensure the final return is thoroughly reviewed before submission. Thanks & Regards Humayun khan
$250 USD in 7 days
4.8
4.8

September 08, 2026 Hello I’m an experienced U.S. tax professional and IRS PTIN holder with experience preparing nonprofit tax returns. I can prepare the complete Form 990 including all applicable schedules based on your financial statements, board information and prior-year return. As a Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience and +3 years specializing in cloud accounting software, including QuickBooks, Xero, Zoho Books, Wave and MYOB. Kind regards Md. Altas Uddin
$285 USD in 7 days
4.7
4.7

I have a few questions: 1. Is the organization classified as a public charity, and are there any related organizations or controlled entities that need to be reported? 2. Do you have the prior-year Form 990 and supporting schedules available so I can maintain consistency in the current-year filing? 3. Are there any significant changes this year in revenue, grants, fundraising, executive compensation, assets, or activities that may require additional schedules? About Me I am a Chartered Accountant and CPA with over 8 years of experience working with US and global clients. I have experience with US nonprofit accounting, financial statements, tax compliance, and Form 990 preparation. I can work from your financial statements and supporting records to prepare the complete Form 990 and applicable schedules, while ensuring the filing is accurate and aligned with IRS requirements. Though my profile is new here, I have served more than 300 clients till date.
$265 USD in 7 days
4.4
4.4

Hello, After reviewing your project requirements, I fully understand that you need professional assistance preparing a complete IRS Form 990 filing for your nonprofit organization, including the required schedules and compliance review. I have experience working with financial data, tax preparation workflows, and detailed reporting processes. I can help organize the provided financial statements, board information, and prior-year returns into an accurate Form 990 package while ensuring all required sections are properly completed. The main focus will be reviewing financial information carefully, validating key figures, preparing the standard Form 990 (not EZ/N), completing applicable schedules, and providing a ready-to-file PDF along with XML support if available. I have a couple of quick questions: • Which fiscal year-end does this Form 990 filing cover? • Do you already have the previous year’s Form 990 available for reference and consistency? I would be glad to discuss the details further and can begin reviewing your documents immediately. Looking forward to helping you complete the filing accurately and efficiently. Best regards, Carlos.
$250 USD in 7 days
4.0
4.0

As an experienced professional with strong problem-solving skills, meticulous attention to detail, and a deep understanding of IRS regulations and bookkeeping processes, I am confident that I can expertly complete your Form 990 filing. My background in data entry and proficiency in Excel provide a solid foundation for organizing your non-QuickBooks bookkeeping records accurately and efficiently. Additionally, my familiarity with nonprofit organizations ensures that I understand the specific requirements unique to your sector. One of my core strengths is my ability to automate tasks effectively using AI solutions, which can significantly expedite the often laborious process of filing taxes. By leveraging this skillset, I can guarantee a rapid turnaround time without compromising accuracy. When it comes to client communication and reporting, clients appreciate my clear and professional approach. I am committed to keeping you apprised of project milestones, important numbers, and our overall compliance-readiness through regular updates and a post-filing hand-off call. By choosing me for this important task, you will have a dedicated partner who combines technical prowess with business acumen to ensure an on-time submission that meets every IRS instruction.
$500 USD in 3 days
4.2
4.2

Hello I can assist you in preparing and crafting a complete, accurate Form 990 filing for your nonprofit, including all applicable schedules and disclosures required for a standard public charity. I will carefully review your financial statements, board information, and prior-year returns to ensure consistency, accuracy, and compliance with current IRS instructions. You will receive a ready-to-file PDF, and I can also provide e-fileable XML if supported by the filing workflow. I can additionally walk you through the key figures and compliance points. Thanks Brian
$340 USD in 4 days
3.9
3.9

Hello, I can assist with preparing the **full IRS Form 990** for your nonprofit, using your financial statements, board information, prior-year return, and supporting records to accurately complete the applicable sections and schedules. My process will include: * Reviewing your financial statements and prior-year filing * Preparing the standard Form 990 and applicable schedules * Reconciling key financial figures and organizational information * Following current IRS Form 990 instructions and filing requirements * Performing a detailed consistency and completeness review * Providing a ready-to-file PDF package * Providing e-fileable XML if supported by the filing software/workflow used * A short hand-off call to explain key figures and outstanding compliance items Because this is a tax filing, I’ll ensure the work is based on the information and documentation you provide and flag anything requiring clarification or professional judgment before finalization. I’m ready to begin as soon as you provide the prior-year return and current-year financial statements.
$250 USD in 1 day
3.6
3.6

Hello! I’m experienced in handling detailed nonprofit tax reporting and Form 990 preparation with accuracy and strong attention to IRS instructions. I’ll take your records through the full 990 and applicable schedules, ensure everything is internally consistent, and provide a filing-ready package plus a short walkthrough before submission. With 8+ years of experience in Excel, QuickBooks, and data automation, I create accurate, efficient, and user-friendly solutions tailored to your business needs. Expertise: Advanced Excel formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets automation, QuickBooks bookkeeping, transaction management, reconciliations, payroll, income/expense tracking, and financial reporting. You’ll receive clean, accurate, fully editable, and well-structured files, with clear communication and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid
$250 USD in 3 days
3.6
3.6

As a tax professional with over 5 years of experience and 500+ completed projects, I am highly confident in my ability to complete your Form 990 filing thoroughly and efficiently. Despite your bookkeeping not being in QuickBooks, my skills in data entry and Excel will ensure that I can easily manage your financial statements, board information, and prior-year returns. Moreover, I fully understand the importance of meeting IRS instructions and adhering to tight deadlines. With this in mind, you can rest assured that I will provide you with a ready-to-file PDF of the form and schedules, along with the e-fileable XML if needed. To further enhance our communication process, I would be more than happy to conduct a short hand-off call to walk you through key numbers and confirm our compliance-readiness. Providing not just compliant-ready documents but also peace of mind is a priority for me. In addition to my technical skills, one of my strongest attributes lies in ensuring clear communication throughout projects. This means that you would always be informed about the progress of our work together. And with every project, my aim is to make things simpler for clients by delivering well-organized, professional,and ready-to-use work--and this project wouldn't be any different. Thank you for considering me for this task. I am excited about the opportunity to work with you!
$260 USD in 7 days
3.2
3.2

Hi , You need an expert in Tax, Financial Analysis, Accounting, Intuit QuickBooks, Tax Compliance, Tax Preparation, Data Entry and Excel, and I have a tailor-made solution ready for you. Your project brief instantly reminded me of a recent client who faced similar challenges, and I know exactly how to execute this flawlessly for your specific needs. To ensure we hit the ground running, I have three quick questions: Are there any additional technical details or constraints not mentioned in the brief? What is the primary hurdle currently blocking your progress on this? What is your strict timeline for completion? Why trust me with your project? The Record: 250+ Projects. 6+ Years. 100+ consecutive 5-star reviews. The Standard: Zero misses. I don’t just finish the job; I guarantee flawless execution. The Availability: Full-time freelancer, online 9 AM - 9 PM EST. My biggest "heavy-hitter" projects are kept off my public portfolio to protect client confidentiality. Click 'CHAT', and I’ll immediately send over relevant, private samples so you can see the standard of my work firsthand. Best regards, Muhammad Arsalan
$250 USD in 6 days
2.7
2.7

Hello, I’d be happy to assist with your nonprofit tax filing project. I have experience working with IRS Form 1099 and Form 1024, along with financial data, document preparation, and detailed Excel work. I understand the importance of accuracy and carefully following IRS requirements. I can review your financial statements, prior-year return, and organizational information, organize the required data, and assist with preparing the Form 990 and applicable schedules. I’m detail-oriented, organized, and available to start immediately. I’m also comfortable working with non-QuickBooks financial records. Best regards, Alex
$250 USD in 1 day
2.5
2.5

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