Frequently Asked Questions

We track every deadline on a custom compliance calendar tailored to your fiscal year and registration states. You will receive reminders in advance, and our team prepares the filings for review and signature when required.

We notify you each time a filing is submitted, pending, or approved. Once the client portal launches, you will also be able to check real-time statuses, deadlines, and documents anytime.

Yes.
We prepare and submit state extensions when audits, Form 990s, or financials are not yet finalized.

• 20 dollars per state for standard extensions.
• 75 dollars per state for complex cases requiring notarization, multiple signatures, or follow-ups.

Yes, we prepare and file withdrawal or termination forms if you decide to stop fundraising in a specific state.

We map all deadlines to your fiscal year and align them with your audit and Form 990 timeline. This ensures every requirement is tracked accurately.

Yes. We take over filings mid-year regularly. We begin with a short compliance review, catch up on anything missed, and continue filing without disrupting your operations.

Yes. We monitor charity regulators, state notices, and updates daily. When requirements change, we update your compliance calendar and notify you if your filings are affected.

You will have a dedicated compliance manager. At the start, Michelle works with you directly. As your account grows, trained team members may assist with daily filings, but you always keep one primary contact.

Urgent items are escalated immediately. We work as a team so there is always someone available to respond quickly.

If staffing changes occur, you are notified right away and introduced to your new manager. Oversight is maintained internally to ensure uninterrupted continuity.

Yes. We offer RA services and work with a national support network where needed. We receive state notices, scan them the same day, and send them to you with context about next steps.

Intake and document review typically take one to two weeks, depending on how quickly documents are provided. After onboarding, we begin preparing filings for your priority states.

Yes. Our new client portal will allow you to see deadlines, filings, and approved licenses in real time. Until then, you receive ongoing updates and a customized compliance calendar.

We begin with a compliance audit of your state registrations and annual reports. We check your current status, identify any gaps, and bring everything back into good standing if needed. Then your custom compliance calendar is created so deadlines remain organized going forward.

Yes. We provide a POA template with notary instructions. POA allows us to sign eligible filings to speed up processing. Some states still require officer signatures, and we will guide you through which states allow POA and which do not.

Our pricing is straightforward and transparent. We do not charge hidden administrative fees. We use flat rates and clear invoice structures so you always know exactly what you are paying for.

Yes. We prepare and file Beneficial Ownership Information (BOI) reports with FinCEN and process annual corporate reports in every required state.

Yes. We assist with Articles of Incorporation, bylaws, EIN, IRS exemption, state registrations, and compliance setup.

Yes. We provide Grant Readiness Assessments and Strategy Consulting to help nonprofits strengthen compliance, governance, and long-term funding preparation.