Specialized tax preparation for nonprofit organizations, multi-income filers, and individuals or businesses with complex financial situations that require a higher level of expertise and attention.

Nonprofits face unique compliance requirements, and complex personal or business returns involving multiple income streams, rental properties, prior year issues, amended returns, or IRS correspondence require a preparer with experience and care. Advanced Books and Balancing brings more than twenty-two years of financial experience to every engagement, ensuring your filings are accurate, complete, and defensible.

What is included:

• Federal and applicable state return preparation

• IRS Form 990 preparation for eligible nonprofit organizations

• Multi-source income review

• Deduction and compliance analysis

• Pre-filing review and detailed summary

• E-filing

• Priority post-filing support

Note: Pricing is based on organizational size, filing complexity, and scope of work. Final pricing is confirmed after an initial review of your records and filing history.