ComplianceĀ Services

Donā€™t risk losing your IRS tax-exempt status or missing out on a grant simply because you have let one of your filingsĀ slide.


Maintaining your organization in good standing is key to your success. So is ensuring that you have all the proper policies and procedures in place; securing insurance for your organization, and building a board that understands its fiduciary responsibilities.

Save yourself anxiety and worry about your ongoing compliance. With our help you can:

  • Rest assured thatĀ your legal filings and renewals are submitted on time, every time.
  • Feel great about your status, knowing that you are legitimately registered to solicit contributions.
  • Seek funds with donors and foundations knowing that you are in complete compliance.

We work with clients to ensure that they are following best practices and have a set of accurate and up-to-date policies and procedures to work with.

Compliance Services

Our compliance administration is efficient and hassle-free.


$250 per Year

Top features

  • Annual report filed with Secretary of State
  • Charitable solicitation renewal
  • IRS 990 N Postcard
  • Registered agent renewed
  • Status monitored
Contact Us


$1500 per Year

Most Popular

  • Includes all features of Basic
  • Mailing address provided
  • Mail scanned and emailed
  • Donations processed (checks)
  • Donor information scanned and emailed
Contact Us


$3,500 per Year

Top features

  • Includes all features of Ā Advanced
  • Donor database set up
  • Processing of donations in database
  • Guidestar development
  • Templates of donorĀ materials
  • Full policy package
  • Quarterly consultation
Contact Us

Frequently Asked Questions