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Board pack - Full Form 990 or 990-PF

$299 per year, including a pre-filing review

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Pay with a PayPal account or a card through PayPal. We never see your card number. Change to a different review.

What you are buying

The full return with all schedules, every year
Private foundation returns on Form 990-PF included
Pre-filing review of the draft before it is signed
Your report on the filed return as well
15-minute recorded walkthrough within 1 business day
Board questions answered

What happens next

1Pay by card. The yearly plan starts today and renews in twelve months; you can cancel the renewal from your portal.
2Set up the pack and send the draft return when your preparer is done with it.
3The pre-filing review comes back to your portal. The recorded walkthrough follows within one business day of release.

The report is analytical commentary from a licensed CPA firm. It is not an audit, review, attestation, or tax or legal advice. Filing stays with your preparer; we do not submit returns to the IRS.