Form 990 Preparation

Audit and Assurance Services

At Wegner CPAs, We Don’t Just Serve Non-Profits. We Help Them Thrive.

That’s because we have more than 70 years of experience in providing non-profits with highly professional accounting, auditing, tax, financial, and management consulting services. Our firm works with nonprofit clients throughout the country from our offices in Wisconsin, Washington DC, and New York, as well as virtually. Our professional staff serves both English and Spanish speaking clients.

More Than Just Compliance

The Form 990 is the face of your organization and filing it is not just a requirement. It is an opportunity to show that your organization is so well run it deserves greater financial support. Besides being done on time, your Form 990 needs to be done accurately to avoid stiff penalties — including loss of state registration and exempt status. In addition, a poorly prepared Form 990 can result in a diminished public image and crippling loss of donations and grants.

Ways We Can Help

At Wegner CPAs, we will make sure your Form 990 puts your best foot forward. Our team of dedicated staff members work only on 990s year-round and process over 700 returns annually. We specialize in helping non-profits submit 990s that not only are free of errors, but also show that your organization is professionally run and make a strong case for supporting it. When you engage our firm to prepare your Form 990, you can count on us to:

  • Keep you informed about all relevant deadlines
  • Monitor state requirements and the need for additional filings
  • Advise you about ways to use the form as a marketing tool
  • Work to improve your ratings on sites like Charity Navigator and GuideStar

Resources

990 FAQs and Preparation Checklist

Improving your Rating on Charity Navigator

Form 1023 and Form 1023-EZ FAQs

Compiling Information for 990 Preparation

Common Mistakes in 990 Preparation

Maintaining your Tax-Exempt Status under IRS 501(c)(3)

Experience, Convenience, Effectiveness

Our deep experience in serving nonprofits gives us the expertise to work efficiently, so you save time and money — you’ll find that our fees are significantly lower than those of many other firms. And because we provide a full range of nonprofit services, you’ll find us a one-stop shop that can help you in other areas, too, such as:

Relationship-Driven Service That Moves You Forward

Building strong relationships with our clients is one of our core values. We take time to get to know you, learn about your needs, and develop an understanding of your organization.  From managing financial risk to improving performance and operational effectiveness, we provide you with the information you need to do what you do best.  Our determination to guide you well helps you overcome the challenges you face and presents you with opportunities.  Putting our thoughts efficiently into action is the key to your continued success.