Pricing
Pricing
Pay by card and start right away. If you would rather our firm prepared and filed the return for you, ask for a quote below.
One return, one report
Choose the option that matches the form you filed, or send the draft before it is filed. The pre-filing review is the best time to order, and what it covers is explained below.
Not sure which one you need?
Two questions. Nothing is submitted and no account is needed.
You can also read it off the return: the form number is at the top of page one. Private foundations file the 990-PF, which the full review covers. If the file turns out to be a different form than the one you paid for, we hold it and show you the right option before any work starts.
Not filed yet? The pre-filing review is the one to buy. The best time to find something is while you can still ask your preparer about it.
Most complete
Pre-filing review
$179
per draft return
- Your preparer's draft, checked before it is signed or e-filed
- Every finding says what to change before it is signed, with wording for Schedule O
- A question list to send back to the preparer
- One-page board summary with the three questions to ask before approving
Form 990-EZ review
$79
per return
- For smaller organizations filing the EZ
- Findings come with a worked example of what a stronger return shows
- Full report in PDF, usually within the hour
- Any red flag is read by a licensed CPA first, within one business day
Full Form 990 or 990-PF review
$149
per return
- The full return with all schedules
- Every finding comes with a worked example of what a stronger return shows
- Private foundation returns on Form 990-PF at the same price
- Full report in PDF, usually within the hour
- Any red flag is read by a licensed CPA first, within one business day
Board packs, every year
The one option built for oversight across a whole year rather than a single report: the draft reviewed before filing, the filed return reviewed after, a 15-minute recorded walkthrough for the board within 1 business day, and questions answered on the report page as they come up. Billed yearly.
Board pack - Form 990-EZ
$249
per year, including a pre-filing review
- For organizations filing the EZ
- Pre-filing review of the draft, every year
- Your report on the filed return as well
- 15-minute recorded walkthrough within 1 business day
- Board questions answered all year on the report page
- Less than the same two reviews bought separately
Board pack - Full Form 990 or 990-PF
$299
per year, including a pre-filing review
- 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 all year on the report page
- Less than the same two reviews bought separately
Why a pack rather than two separate reviews
- A walkthrough for the board
- Fifteen minutes, recorded, within 1 business day of the report. Your board watches it before the meeting instead of reading the return cold. It is not sold with the one-off reviews at any price.
- The same reader, twice in one year
- We read the draft before it is signed and the filed return afterwards. The second reading knows what the first one asked for, so the advice builds rather than restarting.
- Questions answered as they arise
- A director who reads the report in March can ask about it in March. The question thread on the report page stays open for as long as the pack runs.
| Return | The two reviews separately | In the pack, a year | Difference |
|---|---|---|---|
| Form 990-EZ | $179 + $79 = $258 | $249 | $9 less, and the walkthrough is included |
| Full Form 990 or 990-PF | $179 + $149 = $328 | $299 | $29 less, and the walkthrough is included |
The saving is real but it is small, and it is not the reason to buy a pack. The reason is the walkthrough and the second reading. If all you need is one report on a return that is already filed, take the $79 or $149 review. If all you want is the draft checked once before you file, take the $179 pre-filing review. The pack is for a board that wants the same person watching the return all year.
Foundations, giving circles, grant writers and consultants
A shared portal for every grantee filing, and white-label reports: your practice name, logo and colour on the page your client opens, on the PDF and in the email that tells them it is ready. Set it up once in your portal and it applies to everything you send after that.
One line is not yours to change. Every branded report names the CPA firm that produced the analysis and performed the review, because the nonprofit reading it did not choose us and is entitled to know whose professional work it is.
Foundations, giving circles, grant writers and consultants
$399
per month
- 15 reports included each month
- $19 for each report after that
- One shared portal for every grantee filing
- White-label: your practice name, logo and colour on every report
What the pre-filing review covers
You send the draft 990 your preparer produced, with all schedules, before it is signed or e-filed - ideally at least ten days before the deadline.
- Consistency check
- Part I totals against Parts VIII, IX and X; Schedule A support figures against the revenue detail; Schedule D reconciled to Part X; Schedule O references matched to every line that needs an explanation. This is what catches the mechanical errors that get returns rejected or amended.
- Story check
- The 990 is a public document that funders, journalists and donors read. Does Part III describe the programs the way you want to be known? Does the mission statement match your website? Are accomplishments quantified?
- Ratio and trend read
- The same analysis as a standard Second Look, but on the draft: functional expense split, program ratio movement, public support percentage and runway, revenue concentration, months of cash. The point is to see what a program officer will see, and whether anything can legitimately be fixed before filing - a reallocation with support behind it, a missing in-kind entry, a misclassified grant.
- Governance and disclosure sweep
- Every Part VI “no” answer flagged, with what it costs in funder perception and whether it is even accurate. Schedule L and Schedule J reviewed for anything that needs a Schedule O explanation that is currently missing. Compensation approval process documented.
- Question list for the preparer
- A short, specific list your board or ED sends back to whoever prepared the return: “Line 24 in Part IX is $41,000 and unexplained - what is in it?” This is the deliverable that makes a board look competent.
- Board summary
- One page, plain English, and the three questions to ask before voting to approve, so the approval is real rather than a formality.
What it is not
- It is not preparation. We do not change the draft; your preparer does.
- It is not a review or attestation under professional standards, and the report says so.
- It is not tax advice on your specific positions. Where a position looks wrong, the report says why that is typically questioned, and your preparer or our firm handles it as a separate engagement.
Ask us to prepare your return
The reviews are paid by card and start right away. This form is for something else: having our firm prepare and file your return for you. Tell us a little about the organization and a CPA replies with a quote within one business day.
Behind every plan is the same firm. If a report turns up something that needs fixing - an amended return, a reinstatement, books cleaned up before the next filing - you can reply to the report and talk it through with a CPA.