More continuity
The team preparing the annual return can work from the accounting records maintained throughout your engagement.
Form 990 services for bookkeeping clients
Your books and your Form 990. A more connected process.
Hezlep Bookkeeping + Advisory provides Form 990 services to bookkeeping clients nationwide. Bring annual return preparation together with the accounting records and professional relationship you rely on throughout the year.
Talk about your needs →What this can include
A defined scope. Clear ownership. Dependable follow-through.
- 01Form 990 preparation under an agreed scope and fee
- 02Coordination with your year-end bookkeeping and financial records
- 03An organized request for the additional information needed for the return
- 04Review of financial information and supporting schedules within the engagement scope
- 05Follow-up on open questions with your designated contact
- 06A defined process for management review and filing coordination
What better looks like
Accounting support should make the organization easier to lead.
Clearer requests
Know which information comes from your books and which additional details your team needs to provide.
A defined annual process
Agree on responsibilities, review steps, and the work included before return preparation begins.
How we begin
A practical transition, not a disruptive reset.
We work virtually with nonprofits across the United States. We learn your current operation, agree on responsibilities and deadlines, and build a rhythm your team can rely on.
Define the scope
We discuss your annual return needs, prior-year information, bookkeeping status, and the services to include.
Gather and prepare
We coordinate year-end records, request additional information, and resolve questions with your team.
Review together
We work through management review and agree on the steps for completing the filing process.
THE CLIENT EXPERIENCE
Professional support, with the work in plain view.
Our evolving client workspace is designed to bring financial visibility, open questions, approvals, CPA-reviewed reports, and your organization’s records into one clear place.
Explore the client portal →Common questions
A clearer picture before we begin.
Can the same firm handle our bookkeeping and Form 990?+
Yes. Hezlep Bookkeeping + Advisory offers Form 990 services to its bookkeeping clients, so your monthly records and annual return preparation can be coordinated within Hezlep & Associates, LLC.
Is Form 990 preparation included in every bookkeeping engagement?+
No. Form 990 services are available, but the scope and fee are agreed explicitly. We clarify whether annual return preparation is included before work begins.
What if we only need Form 990 services?+
Visit Hezlep Nonprofit Advisors at hezlepcpa.com for standalone Form 990 services and other nonprofit accounting needs. Hezlep Nonprofit Advisors and Hezlep Bookkeeping + Advisory are DBAs of the same legal firm, Hezlep & Associates, LLC.
Where should we go for an audit or review?+
Visit Hezlep Nonprofit Advisors at hezlepcpa.com to discuss audits and reviews. Audit and review engagements are evaluated separately under applicable independence requirements.
Let’s make room for what’s next
Your next chapter starts with clearer books.
Tell us about your organization, what’s working, and where you need support. We’ll talk through a practical next step—wherever your team is based.
Start a conversation ↗Or call (770) 512-7600