Upcoming Events & Deadlines

Understanding Leave of Absence - 6/5/2008
Nonprofit Educational Seminar - 6/4/2008
Nonprofit Educational Seminar - 7/29/2008
Click Here for more events and information

IRS Form 990 filing deadline is May 15th! Click here to start.

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Welcome to our Forms & Filings page. Maintain your business and/or organization and stay in compliance with various federal rules and regulations. Find out what you are required to report, on what form it is to be submitted and when the deadlines are. Many of these forms are used by our staff and are included in most of our service packages for for profit and nonprofit entity formations.

Note: there may be additional forms and filing requirements per state that are not listed here.

IRS Form 990 - Nonprofit Income Tax Return
IRS Form 990-EZ [.pdf] [instructions] - For organizations with gross receipts less than $100,000 and total assets less than $250,000 at the end of the year
IRS Form 990-T [.pdf] [instructions] - For organizations that have $1,000 or more of gross income from unrelated business activities.
IRS Form 2553 [.pdf] [instructions] - S-Elections
IRS Form 2848 [.pdf] [instructions] - Power of Attorney
IRS Form 5768 (501(h) Election) [.pdf] [instructions] - For nonprofits intending on using a substantial amount of their funds for influencing legislation (lobbying).
IRS Form 8734 [.pdf] [instructions] - Support Schedule for Advance Ruling Period
IRS Form SS4 [.pdf] [instructions] - Employer's Identification Number
Annual Minutes - Preparation of required Annual Minutes
Ficiticious Business Names (DBA) - For individuals and Entities
Dissolutions - Dissolve your Entity
Conversions - Convert your Entity
Amendments - Amendments to Articles, Statement of Information, etc.
Form 25102(f) [.pdf] [instructions] - Limited Offering Exemption Notice (Securities)
Regulation D - Notice of Sales of Securities
CT-1/RRF-1 [.pdf] [instructions] - Initial and renewal of Charitable registration with the California Attorney General
Can't find or don't know what you're looking for? We offer many other forms & filing services not listed here, such as various State filings. Click here to contact our representatives and find the information and/or services you need.

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