Managed Services

All Services

• What services do we offer?
• Where should I return my information request form?
• Can I get my power of attorney notarized outside the United States?
• How safe is it for me to share my information with you?
• How do I upload a file through the client portal?

Annual Charitable Registration

• Which states require form 990 to be filed?
• How to replace a lost 1023 or 1024 application
• What documents do I need to provide for my charity registration?
• What are nonprofit officers, directors, and shareholders?

Managed Annual DBA Service

• What is Managed Annual DBA Service and how does it work?