Nonprofit Tax for mission-driven work.
For tax-exempt organizations that want accurate annual filings and a partner who understands nonprofit reporting.
Tax-exempt status comes with annual reporting obligations, and the details matter to donors, grantors, and regulators. TreeStar prepares the Form 990 series for nonprofits, choosing the version that fits your organization's size and activity. We reconcile the return to your books, help present programs and governance accurately, and review public disclosure items before filing. In California, organizations generally also have annual filing obligations with the Franchise Tax Board and the Attorney General's registry of charities, and we help keep those on track alongside the federal return.
How we help
The appropriate version of the annual information return prepared and filed.
Support with annual state filings to the Franchise Tax Board and the Attorney General's charity registry.
Revenue, expenses, and net assets tied to the organization's financial records.
Program, management, and fundraising expenses reviewed for consistent presentation.
A walkthrough of the return so leadership understands what will become public.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Gather
We collect financial statements, board information, and prior filings through TaxDome.
- 02 Reconcile
We tie the books to the return and review functional expenses.
- 03 Prepare
We prepare the federal return and coordinate the state filings.
- 04 Review and file
We review the draft with leadership, then file after approval.
What you can expect
Federal and state filings kept current
A return that presents your mission clearly
Leadership prepared for public disclosure
Common questions
Which Form 990 do we file?
The version generally depends on your organization's gross receipts and assets. We confirm which one applies each year.
Does California require separate filings?
California generally has its own annual nonprofit filings with the Franchise Tax Board and the Attorney General's registry. We help identify and prepare what applies to you.