Tax-Exempt Organization Information Return Preparation

Experienced Compliance Services for Nonprofit Organizations

Managing a nonprofit organization requires dedication, transparency, and strict compliance with federal and state reporting requirements. At Lighthouse Tax Solutions, we help charitable organizations, foundations, and other tax-exempt entities meet their annual filing obligations accurately and on time.

Whether your organization is newly established or has been serving your community for years, we provide knowledgeable guidance to help maintain your tax-exempt status while ensuring full compliance with IRS reporting requirements.

We believe in fair, transparent pricing. The prices listed on our website serve as general guidelines and may be adjusted after reviewing your organization's records, reporting requirements, and overall complexity. We'll always discuss your fee before any work begins, so you'll know exactly what to expect.

Tax-Exempt Organizations We Serve

We prepare annual information returns for a variety of tax-exempt organizations, including:

  • Public Charities

  • Private Foundations

  • Religious Organizations

  • Educational Organizations

  • Civic & Community Organizations

  • Social Welfare Organizations

  • Professional Associations

  • Veterans Organizations

  • Other IRS-Recognized Tax-Exempt Organizations

IRS Information Returns We Prepare

Form 990

Comprehensive preparation of annual information returns for larger tax-exempt organizations, including:

  • Financial reporting

  • Program accomplishments

  • Governance disclosures

  • Executive compensation reporting

  • Public support calculations

  • Required IRS schedules

Form 990-EZ

Preparation of simplified annual information returns for qualifying nonprofit organizations, including:

  • Revenue and expense reporting

  • Balance sheet preparation

  • Required schedules

  • IRS compliance review

Form 990-PF

Complete preparation of annual information returns for private foundations, including:

  • Excise tax calculations

  • Minimum distribution requirements

  • Investment income reporting

  • Grant reporting

  • Required IRS schedules

Form 990-N (e-Postcard)

Electronic filing for eligible small tax-exempt organizations with annual gross receipts within IRS filing limits.

Form 990-T

Preparation of income tax returns for organizations with unrelated business taxable income (UBTI), including:

  • Unrelated business income reporting

  • Allowable expense deductions

  • Estimated tax requirements

  • Federal tax compliance

Our Nonprofit Compliance Services Include

Annual Information Return Preparation

Accurate preparation and electronic filing of IRS Form 990 series returns to help maintain your organization's tax-exempt status.

Compliance Review

A thorough review of your organization's activities and financial records to identify potential reporting or compliance issues before they become larger problems.

Governance Reporting

Assistance completing the governance and operational disclosures required by the IRS on Form 990.

Public Support Testing

Calculation and monitoring of public support percentages to help qualifying organizations maintain their public charity status.

Unrelated Business Income (UBTI)

If your organization generates income from activities unrelated to its exempt purpose, we'll determine whether Form 990-T is required and prepare all necessary filings.

Year-Round Guidance

Questions don't only arise during filing season. We're available throughout the year to provide guidance on tax-exempt compliance, reporting requirements, and organizational changes.

Maintaining Your Tax-Exempt Status

Maintaining federal tax-exempt status requires timely filing of the appropriate IRS Form 990 series information return. Organizations that fail to file a required return for three consecutive years generally face automatic revocation of their federal tax-exempt status.

Lighthouse Tax Solutions helps ensure your organization remains compliant through accurate preparation, timely filing, and proactive guidance, allowing your board and volunteers to remain focused on your mission.

Our Process

1. Secure Document Submission

Conveniently upload your financial records through our secure client portal or schedule an in-office appointment.

Typical documents include:

  • Financial Statements

  • Statement of Activities

  • Statement of Financial Position

  • General Ledger

  • Prior-Year Form 990

  • Board Meeting Minutes (if applicable)

  • Payroll Reports

  • Grant Information

  • Contribution Records

2. Professional Review

We carefully review your financial records, verify compliance with IRS reporting requirements, prepare all required schedules, and identify any issues that may require additional attention.

3. Return Review & Consultation

Before filing, we'll review the completed return with you, explain the reporting requirements, answer your questions, and discuss recommendations for future compliance.

4. Secure Electronic Filing

Once approved, your federal and state filings are securely submitted, and you'll receive organized digital copies for your permanent records.

Personalized & Transparent Pricing

At Lighthouse Tax Solutions, we believe in fair and transparent pricing. Because every tax return, accounting engagement, and business situation is unique, our fees are based on the complexity of your specific needs.

Before any work begins, we'll discuss your situation and provide a clear fee quote, so you'll always know what to expect. There are no hidden fees or unexpected charges—just honest pricing, personalized service, and professional guidance you can trust.

Why Choose Lighthouse Tax Solutions?

✔ Over 20 Years of Tax & Accounting Experience

✔ Experienced Preparation of IRS Form 990 Series Information Returns

✔ Direct Access to Stephen Cavalieri, EA

✔ Family-Owned & Operated

✔ Personalized Service from Start to Finish

✔ Secure Electronic Filing

✔ Responsive Year-Round Support

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