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Home
Services
Our Team
Our Clients
Join Our Team
☎ (512) 920-2695
Bookkeeping Quote
Tax Quote
Tax Portal
request a quote for Non-Profit Tax Preparation
Let’s chat.
Fill out the form below and we'll get in touch with you ASAP!
Name of Organization
*
Contact Name
*
Email Address
*
Phone
*
(###)
###
####
When does your organization's fiscal year end?
*
What tax year is your organization's return required for?
*
What state(s) is your organization registered in?
*
What type of tax exemption does your organization hold?
*
501(c)3
501(c)4
501(c)6
501(c)7
Other:
If your organization is a 510(c)3, which of the following is your organization:
*
Private Foundation
Public Charity
N/A, my organization is not a 501(c)3
Which best describes your organization's financial activity for the tax year in question?
*
Gross receipts normally less than $50,000
Gross receipts less than $200,000 AND total assets less than $500,000
Gross receipts $200,000 or more OR total assets $500,000 or more
For the tax year in question, did your organization (check all that apply):
Have over $15,000 in expenses for professional fundraisers (not employees)?
Have over $15,000 in gross income from either fundraising events or gaming activities?
Give more than $5,000 in grants/contributions to other organizations or individuals in the US?
Give more than $5,000 in grants/contributions to other organizations or individuals located outside of the US?
Receive over $25,000 in donated non-cash contributions?
Regularly carry on a trade or business that is not substantially related to its exempt purpose?
Is your organization related to any other organizations (ie. is a subsidiary)?
*
Yes
No
What type of bookkeeping software does your business or organization use?
*
Quickbooks Online
Freshbooks, Xero, Wave, Quickbooks Self Employed or other type of cloud based software
Quickbooks Desktop or other non cloud based software
None
Other
How organized would you say your business or organization's books/records are?
*
Very organized
Somewhat organized
Somewhat disorganized
Very disorganized
Please state any questions or concerns below:
Thank you!
☎ Contact
taxpractice@keyfigures.coop
(512) 920-2695