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If you have questions that are not answered here, you can contact us through the Contact Us section, where you can either submit an inquiry form or request to have our staff give you a call. Alternatively, you can email your questions directly and our staff will respond within two business days. Click here to email us directly.

 

Frequently Asked Questions (FAQs)

If you don't find answers to your questions here, please do not hesitate to Contact Us.

SERVICES FOR NONPROFITS

  1. How do I get started?
  2. Are your services available in my state?
  3. What is the Give Back Program? How do we apply?
  4. How much does it cost?
  5. How quickly can you prepare our returns?
  6. What information do you need to start preparing our tax returns?
  7. Do you e-file nonprofit tax returns?
  8. What are the tax filing deadlines for nonprofit organizations?
  9. Will you provide a copy of our final tax returns?
  10. Who do we contact for more information?

 

SERVICES FOR NONPROFITS

1. How do I get started?
Please complete the Request for Services form and we will have the appropriate person contact you. Upon receiving your completed form, we will respond to your request within one to two business days.
 
2. Are your services available in my state?

Our services are currently available in 32 states. See our availability map.

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3. What is the Give Back Program? How do we apply?

The Give Back Program recognizes nonprofit organizations’ contribution to our communities by offering our services at specially discounted rates (20-30%) to qualifying organizations.

To apply for the program, please email the following information to us at giveback@taxcpadirect.com:

  • Organization’s name and address
  • Fiscal year end
  • Most recent financial statements (Statement of Position and Statement of Activities)
  • Your website address, if available
 
4. How much does it cost?
Costs of preparing tax returns vary depending on the complexity of your tax situation. Please complete the Request for Services form and we will provide a free estimate.
 
5. How quickly can you prepare our returns?
Depending on the complexity, it can take anywhere from one to two weeks to complete your tax returns.
 
6. What information do you need to start preparing our tax returns?

To start preparing your tax returns, we will need a copy of last year’s tax returns (if applicable) and the trial balance.

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7. Do you e-file nonprofit tax returns?

Yes. With your approval, we will e-file your nonprofit tax returns. Otherwise, we will paper-file your tax returns.

 
8. What are the tax filing deadlines for nonprofit organizations?
Nonprofit tax returns are due by the 15th day of the 5th month after the organization’s accounting period ends. They can be extended for up to additional 6 months.
 
9. Will you provide a copy of our final tax returns?
Yes, we will provide a copy of the final tax returns after filing.
 
10. Who do we contact for more information?

Please complete the Request for Services form and we will have the appropriate person contact you within one to two business days.

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