Ensure your nonprofit stays compliant and financially sound with our course, "Maintaining Your Books: Tax Prep for Your 990”.
This essential training is designed to demystify the often-overwhelming process of preparing your Form 990. You’ll learn how to maintain accurate financial records, prepare necessary documentation, and understand the requirements of the IRS. With expert guidance, you’ll walk away equipped with the skills to effectively manage your bookkeeping and confidently file your 990, minimizing the risk of audits and ensuring your nonprofit remains in good standing. Join us to streamline your financial processes and empower your organization for success!
Learning Objectives:
Gain insight into the various sections of Form 990, including financial statements, governance, and compliance issues, to ensure a thorough understanding of the form's requirements.
Identify the essential documents required for completing Form 990, including financial reports, budgets, and board meeting minutes, ensuring that you have everything in order before filing.
Learn best practices for maintaining your nonprofit financial records throughout the year, enabling you to prepare for tax season with confidence and ease.
Understand the common mistakes nonprofits make when preparing their 990 and learn strategies to avoid them, ensuring your organization stays compliant and reduces the risk of penalties.
Meet Your Trainer:
Annamarie Licina, an Enrolled Agent, specializes in tax preparation, small business accounting, and financial planning. She earned her BS in Business Administration, focusing on Management and International Business, with a minor in Leadership and Organization Studies from Chapman University. Annamarie volunteers as a Big Sister with Big Brothers Big Sisters and enjoys teaching financial literacy to youth. She joined OneOC in 2020, where she combines her passion for accounting and nonprofit support.