Nonprofit Tax Services


Tax compliance and accounting support for nonprofit and tax-exempt organizations.


Nonprofit organizations may be exempt from federal income tax, but they still face important filing, reporting, and compliance requirements. Schmid CPA helps nonprofits prepare their annual tax filings while connecting tax compliance to the organization’s underlying accounting and financial records.

Form 990 Preparation

  • Preparation and filing of applicable annual nonprofit information returns, including Form 990, Form 990-EZ, and Form 990-N where appropriate.

State Tax & Compliance Filings

  • Support with applicable state tax filings and nonprofit compliance requirements.

Financial Statement & Accounting Review

  • Review of the organization’s accounting records and financial information used to prepare the annual return.

Unrelated Business Income

  • Identification and tax reporting support for activities that may generate unrelated business taxable income.

Contributions & Restricted Funds

  • Accounting and reporting support for contributions, grants, restricted funds, and other nonprofit-specific transactions.

Ongoing CPA Support

  • Year-round assistance with accounting, tax, reporting, and compliance questions as the organization grows and its activities change.

A nonprofit tax return tells the financial story of the organization.


Because Schmid CPA provides both tax and accounting services, we can look beyond Form 990 to understand the financial records behind the return, identify inconsistencies, and help organizations maintain cleaner books throughout the year.



For nonprofits that need additional support, our services can extend from annual Form 990 preparation to ongoing bookkeeping, financial reporting, and accounting support.

Nonprofit compliance does not begin and end with Form 990.


Schmid CPA can help organizations manage:


★ Annual Form 990-series filings
★ Federal and state tax compliance
★ Contributions and grant accounting
★ Restricted and unrestricted funds
★ Unrelated business income considerations
★ Financial reporting and reconciliations
★ Contractor and payroll-related accounting
★ Ongoing bookkeeping and CPA support



Our goal is to help nonprofit leaders maintain reliable financial records while staying focused on the organization’s mission.

Some nonprofits need assistance with an annual Form 990. Others need ongoing accounting and compliance support throughout the year.


Schmid CPA can support both.


Need help with your nonprofit tax filings?


Schedule a consultation to discuss your organization, accounting records, activities, and filing requirements.