Compliance with Scale. Transparency You Can Brand.
Outsourced Tax Services for Public Charities and Private Foundations
White label 990 and 990‑PF tax filing support for nonprofit organizations across the USA. From data collection to IRS submission, our offshore specialists ensure error-free, deadline-driven compliance, fully under your firm's brand.
.7% Accuracy
Accuracy in Form 990/990‑PF preparation
-65%
Cost savings over hiring locally
% Faster
filing turnaround compared to in-house
/5
Access to nonprofit tax filing specialists
Outsourced Nonprofit Tax Services: Trusted, Compliant, Scalable
We design our outsourced tax services for foundations and charities specifically for CPA firms and tax professionals who support exempt organizations. We can take you through our capacity for submitting 990 and 990-PF electronically, multischedule attachments, and state-level compliance. We have an end-to-end solution tailored to the regulatory standards of public charities and private foundations. Our team manages your filings with the speed, accuracy, and transparency that we do, but you can still focus on client strategy.
Talking about our commitment, we share the same vision with you and thus our charitable tax compliance synchronizes along with your workflow, adapting ourselves to your delivery model and quality expectations. We use upload security systems, do checklist-driven reviews, and keep documentation audit-proof. Our offshore team guarantees on-brand, on-time results and the same quality even when you are scaling nonprofit services or handling seasonal surges without adding internal workload.
- Preparation and e-filing of Form 990 and 990-PF is complete.
- Support across key schedules: A, B, D, E, and more.
- State filing coordination for nationwide nonprofit operations.
- Review of charitable programs, compensation, and grants.
- Encrypted portals and secure transfer protocols.
- High-volume processing capacity with multi-level review steps.
Ensure IRS-Compliant Returns Without Lifting a Finger
Let us manage every form, schedule, and e‑file, giving you peace of mind and more time for mission-driven work.
End-to-End 990 & 990‑PF Tax Return Processing for CPA Firms
Because professional precision, clear communication, and dependable handling characterize every step in the compliance building process for Form 990 and 990-PF, the outsourcing of tax services for foundations and charities is built with that consideration. The initial intake session considers profiling the nonprofit's structure, revenue streams, and multi-state activities, so that all subsequent tax work is in full compliance with regulatory requirements and expectations of the stakeholders.
As the return proceeds through its life cycle, we emphasize not merely compliance. The objective is to integrate nonprofit tax compliance and filing support into a firm's overall advisory delivery so that each filing confirms the firm's role as a strategic adviser. From analyzing grant expenditures to reconciling endowment income or program service allocations, we integrate into your workflow, enabling you to scale without the additional need for staff.
All returns will go through a multi-tiered review where each is graded for federal IRS requirements and state-specific filing rules. Further, audit trails, documentation, and post-filing summaries are generated for your team to build confidence in their dealings with clients and in cases before oversight bodies.
- Entity profiling and data intake checks
- Complete Form 990 or 990‑PF build, including schedules
- Review of compensation, fundraising, and grant data
- Cross‑state compliance and remittance handling
- Electronic filing and IRS/state confirmation tracking
- Post‑file summaries to align with financial reporting
- Secure archive with audit-ready documentation
Nonprofit Tax Season, Streamlined
Delegate the full return process and eliminate compliance bottlenecks with our specialized outsourced tax services for foundations and charities.
Outsourced Nonprofit Tax Services: Trusted, Compliant, Scalable
Expertise in Exempt Organization Filings; Delivered Under Your Brand
We offer dedicated support at every step of nonprofit tax compliance. Our outsourced tax services for foundations and charities not only support you with Form 990, 990‑PF, but also cover all e-r and t schedules accurately, thereby ensuring that your team is not diverted from advisory and impact. As a leading provider of outsourced tax services for foundations and charities, we are deeply embedded in your firm’s activities, thus supporting seamless delivery under your brand.
We mix nonprofit tax know-how with secure procedures. Through encrypted portals, documents are securely transferred and then inspected several times, where compliance with IRS and state rules is followed before submission. You can access the current status anytime, and detailed return summaries enable you to be transparent to the stakeholders.
- Preparation and e‑filing of Form 990 and 990‑PF
- Support for Schedule A, B, D, E, and related appendices
- State-level filing coordination for multi-state nonprofits
- Review of grant schedules, program service expenses, and compensation
- Secure data portals and encrypted information transfers
- High-volume return processing with quality checkpoints
Why Choose Globus Finanza for Foundation & Charity Tax Outsourcing?
Compliance brings credibility, and our service delivers both flawlessly. Our nonprofit tax team operates as an extension of your firm, matching your branding, timelines, and quality assurance standards. We use structured review cycles, secure communication, and specialized IRS knowledge to support trusted filings.
Every engagement is flexible: choose seasonal help, full-cycle support, or spot review, all with zero upfront investment in staffing or tools.
- Dedicated nonprofit tax professionals
- Branded service delivery under your firm’s name
- Multi-level QA processes for unmatched accuracy
- Secure portal and encrypted data exchanges
- Support for multi-state nonprofit filings
- IRS assists and audit documentation readiness
- Ongoing updates on nonprofit tax law changes
How We Deliver the Best Nonprofit Tax Filing Services
At Globus Finanza, we apply nonprofit compliance expertise with a structured, audit-aligned approach. Our nonprofit tax services deliver consistent, transparent workflows tailored to your firm’s systems and delivery standards.
From onboarding to post‑filing insight, we build a collaborative process that prioritizes accuracy, efficiency, and scalability. Every engagement delivers:
- Client profiling & secure data intake mapping
- Standardized SOPs and multi-tier approval flows
- Integrated e-filing with IRS/state systems
- Checkpoint tracking and status dashboards
- Peak-season staffing scalability
- Continuous process improvements based on feedback
- Audit-ready documentation and record retention
Got a Question?
Frequently Asked Questions
Yes. We are experts in both Form 990 for public charities and Form 990-PF for private foundations. Our staff is experienced with the complete range of nonprofit tax returns, including complex schedules and attachments. We guarantee that each return is timely filed, compliant with IRS regulations, and branded under your firm.
We use encrypted portals, secure SOPs, and limited access protocols. All document handling meets IRS Pub 1075 requirements and your internal security procedures.
Yes. We work with your tools, such as Lacerte, UltraTax, and ProConnect. Our processes conform to your workflows for easy delivery.
Yes, our staff is capable of addressing multi-jurisdiction compliance needs. We provide correct filings for organizations doing business in multiple states, managing extensions and paperwork as required. This assists your clients in remaining in good standing in all territories while not incurring penalties.
Yes, we have flexible engagement models to accommodate high-volume seasons or full-year support.
Every return is stored with backup workpapers, documents, and review logs. We will keep your clients ready for donor examinations or IRS audits.
Yes. Intake forms, right through to final returns, can be released in your firm's name and format.
Latest Insights on Nonprofit Tax & Compliance
Stay current with articles on Form 990 best practices, private foundation audit trends, multi-state nonprofit filings, and remote tax outsourcing innovation.
