990 Second Look

Services

Start with a review. Go further only if it finds a reason.

Most organizations need the first rung and nothing else. The rest of this page exists because a report that finds something real should not leave you looking for somebody to fix it.

  1. 1 of 5 · Paid by card, starts right away

    990 Second Look

    $79 to $149

    per filed return

    A filed return read the way a funder, a donor or a board member reads it.

    • $79 for a 990-EZ, $149 for a full Form 990 or 990-PF
    • Most clean reports back within the hour
    • Any red flag read by a licensed CPA before it is released
    See review pricing

  2. 2 of 5 · Paid by card, starts right away

    Pre-filing Second Look

    $179

    per draft return

    The same reading, while the return can still be changed.

    • Your preparer's draft, checked before it is signed or e-filed
    • A question list to send back to the preparer
    • Every finding says what to change, with wording for Schedule O
    See review pricing

  3. 3 of 5 · Scoped first

    Compliance and financial diagnostic

    From $997

    per engagement

    For a finding that needs more than a stronger disclosure next year.

    • The question behind the finding, worked properly rather than read off the return
    • An amended return where one is called for, or the case for leaving it
    • Public support modelling across the five-year window, if that is what moved
    • A written answer you can put in front of a board or a funder
    Ask about this

  4. 4 of 5 · Scoped first

    Audit readiness and board reporting

    $2,500 to $5,000

    per engagement, scoped first

    For an organization whose first audit, or first real board scrutiny, is coming.

    • What an auditor will ask for, gathered before they ask
    • Cost allocation put on a written method rather than a habit
    • The Part VI governance answers turned from no to yes, one policy at a time
    • Board reporting a treasurer can present without translating it first
    Ask about this

  5. 5 of 5 · Scoped first

    Ongoing CFO and advisory

    From $10,000

    per year

    For an organization that needs the finance function rather than a project.

    • Monthly close, reporting and the year-end file kept audit ready
    • Budget and reserve policy built with the board rather than for it
    • The return prepared and reviewed by the people who kept the books
    • One firm accountable for the numbers all year
    Ask about this

Prices above the pre-filing review are starting points. Scope is set in a conversation before anything is agreed, because a firm number for work nobody has looked at yet is a number that gets argued about later. None of this work promises an outcome: an engagement is the work, not a result. R.S. McDuffie CPA & Associates is a licensed CPA firm; a review is analytical commentary and is not an audit, a review or an attestation under professional standards.