Form 990 Accounting in New York
Ensure Compliance and Transparency with Expert Form 990 Preparation and Filing in New York
Presti & Naegele offers trusted Form 990 preparation services for nonprofit organizations throughout New York State. Whether you operate a regional foundation, a charitable trust, or a community nonprofit, we ensure your Form 990 is prepared correctly, submitted on time, and tailored to reflect your organization’s mission and IRS obligations.
Across New York—from Hudson Valley arts programs to upstate health initiatives—nonprofits depend on accurate filings to secure support and stay compliant. We’re here to help make that process seamless.
What Is Form 990 Used For in New York?
Form 990 is the IRS-required annual return for tax-exempt organizations, including section 527 political groups and charitable trusts. In New York State, where nonprofits are central to community development and funding transparency is key, Form 990 helps demonstrate responsible governance and financial stewardship.
At Presti & Naegele, we help New York State nonprofits file Form 990s that are both technically accurate and mission-driven.
Comprehensive Form 990 Services in New York Include:
✔ Full-service preparation and electronic filing for Form 990, 990-EZ, and 990-PF
✔ Interpretation of Form 990 instructions to ensure full and accurate filings
✔ Assistance with complex schedules, including:
✔ Schedule A – Identifying public support classification
✔ Schedule B – Donor and contribution details
✔ Additional schedules like C, D, G, etc.
✔ Compliance reviews to meet all Form 990 filing requirements
✔ Year-round consulting for nonprofit operations and governance throughout New York State
40+ years of celebrating the power of philanthropy by supporting our clients and their vital initiatives.
Who Must File a 990 in New York with the IRS?
Most nonprofit entities in New York State are required to file some version of Form 990 every year. These organizations typically include:
✔ Charitable organizations
✔ Public and private foundations
✔ Certain religious institutions
✔ Political or community-based advocacy groups
We help identify the correct form for your nonprofit and make sure your Form 990 is filed by the IRS due date without error.
More Than Compliance: Strategic, Long-Term Benefits
When you partner with Presti & Naegele for your nonprofit tax needs, you're getting more than a routine filing service. You're gaining:
- Donor trust through public transparency
- Grant eligibility with properly reported financial data
- Board and stakeholder clarity with clean, detailed reporting
- Avoidance of penalties by meeting IRS filing deadlines and requirements
- Peace of mind knowing every figure and footnote is handled by expert nonprofit accountants
Who Completes the IRS Form 990 in New York?
Form 990 is a highly technical IRS document that requires accuracy and experience. Presti & Naegele works with nonprofit organizations across New York State to file this form with precision—capturing not just the numbers, but the full scope of your organization’s work. We work with:
✔ Executive directors and nonprofit managers
✔ CFOs and internal finance teams
✔ Board treasurers and governance committees
✔ Development teams and grant writers
✔ Legal, accounting, and philanthropic advisors
Why Choose Presti & Naegele for Form 990 Filing in New York?
What sets Presti & Naegele apart for nonprofits in New York State is our unmatched experience and comprehensive support. We offer:
✔ Over 40 years of expertise in nonprofit tax preparation
✔ A team of 60+ professionals including CPAs and MBAs
✔ Full understanding of Form 990 instructions and schedule requirements
✔ Localized service for organizations across upstate and downstate New York
✔ A strong history of helping purpose-driven clients meet their goals
We help ensure your Form 990 reflects integrity, professionalism, and transparency.
What Happens If a Nonprofit in New York
Does Not File Form 990?
Missing your Form 990 deadline—even once—can result in penalties, while three consecutive missed filings will cause the IRS to revoke your nonprofit’s tax-exempt status.
Our team supports New York State nonprofits with proactive deadline tracking, notifications, and full-service compliance assistance to keep your status protected.
The Ongoing Benefits of Partnering with Presti & Naegele in New York
When you work with Presti & Naegele, you get more than a one-time service. New York State nonprofits benefit from ongoing value, including:
✔ Year-round access to experienced nonprofit advisors
✔ Improved internal systems and clearer reporting practices
✔ Strengthened donor trust through financial transparency
✔ Confidence from your board and executive team
✔ Protection against IRS audits and noncompliance issues
Serving Clients Nationwide
Los Angeles
Detroit
Chicago
Denver
Houston
Miami
San Francisco
San Diego
Washington D.C.
Nashville
New York State
New Jersey
Connecticut
Frequently Asked Questions (FAQs)
1. What are the Form 990 filing requirements for nonprofits?
Most tax-exempt organizations with gross receipts of $200,000 or assets of $500,000 must file Form 990. Smaller organizations may file Form 990-EZ or 990-N. Presti & Naegele evaluates your exact circumstances and ensures compliance with the latest Form 990 filing requirements.
2. When is the Form 990 due date?
Form 990 is typically due on the 15th day of the 5th month after your organization’s fiscal year ends. For example, if your fiscal year ends December 31, your Form 990 due date is May 15. We track your deadlines and handle all necessary extensions to ensure timely filing.
3. What is Form 990 Schedule A and who needs it?
Schedule A provides information on your organization’s public charity status and public support. It's required for most organizations that file Form 990 or 990-EZ. Presti & Naegele ensures your Schedule A is completed with accuracy, protecting your public charity designation.
4. What is reported on Form 990 Schedule B?
Schedule B lists major donors who contribute above IRS-defined thresholds. Depending on the organization, donor names may need to be disclosed. We help you navigate privacy concerns and compliance around Schedule B.
5. Can Presti & Naegele help us with prior year corrections or amended Form 990 filings?
Absolutely. Whether you're correcting previous filings or responding to IRS inquiries, our team is well-versed in amended Form 990 procedures and ready to help resolve any issues quickly and correctly.
For inquiries or expert guidance, contact Presti & Naegele Accounting Offices. Your success awaits!
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