Annual Maintenance: Tax Reporting & Compliance
Complete Annual Compliance & Tax Filing Services for Tax-Exempt Entities
FPLG’s Annual Maintenance services are designed to keep nonprofits across all 50 states in good standing, year after year. We manage the critical compliance obligations that protect your tax-exempt status and ensure your organization can continue operating and fundraising without disruption.
Our attorneys and compliance professionals prepare and file IRS Form 990s (990-N, 990-EZ, full 990, and private foundation returns), state tax filings, and required Secretary of State reports. We also handle charitable registration renewals with state Attorneys General, a process that is increasingly complex for organizations fundraising in multiple states. As your registered agent, FPLG receives and processes official notices and legal correspondence on your behalf, ensuring deadlines are never missed.
By consolidating these essential tasks under one partner, FPLG reduces risk, saves your team valuable time, and provides confidence that your nonprofit’s reporting is accurate, timely, and fully compliant. This comprehensive approach allows your leaders and staff to stay focused on advancing your mission, while we take care of the details.
Whether you’re a newly formed 501(c)(3) preparing for your first round of filings or a well-established organization managing multiple reporting obligations across state lines, FPLG provides comprehensive, done-for-you support at both the federal and state levels—all under one roof.
Federal Tax Returns
We prepare and file your organization’s IRS Form 990, Form 990-EZ, Form 990N or 990-PF, depending on your entity type and financial activity. Our team ensures that your return accurately reflects your programs, governance, and financials—while avoiding common compliance red flags that can trigger audits or jeopardize exempt status. We also advise on issues like public support calculations, unrelated business income, and required disclosures.
State Tax Returns
FPLG manages all applicable state-level tax filings and compliance documents. In California, this includes filing the Form 199N or Form 199 with the Franchise Tax Board, completing and submitting your Statement of Information with the California Secretary of State, and keeping your nonprofit in good standing across jurisdictions. For organizations operating in multiple states, we advise on how to manage foreign registration renewals and filing schedules.
Regulatory Compliance
We manage your nonprofit’s annual charitable registration renewals in all required states, helping you stay legally authorized to solicit donations across state lines. In California, this includes full support with filings for the Attorney General’s Registry of Charities and Fundraisers, one of the most closely monitored charitable oversight bodies in the country. Our team tracks due dates, prepares and submits required reports, and handles updates, extensions, and correspondence—helping you avoid suspensions, delinquency notices, or loss of fundraising privileges that could impact your donor relationships or program funding.
Registered Agent Services
As your Agent for Service of Process, FPLG receives and manages official legal correspondence on your organization’s behalf—ensuring no deadlines or notices are missed. We also provide annual compliance tracking to keep all required documents and registrations current, so your leadership team stays informed and your organization stays protected.
