Annual filings
T3010 and Form 990 filings, done right and on time
Your annual return is public, and regulators read it. We prepare the financial information behind your T3010 or Form 990 and coordinate filing with your tax agent, so it is accurate, consistent and never late.
- Canada: T3010 Registered Charity Information Return
- US: Form 990 series and 1099s
- Prepared with your tax agent
Sound familiar?
Filing season should not be a scramble
“We copy last year's numbers and hope nothing changed.”
“Our return doesn't match our financial statements.”
“We send money overseas and aren't sure how to report it.”
What's included
A return you can stand behind
- Annual return preparationT3010, Form 990 and 1099 filings prepared with your tax agent.
- Numbers that matchYour return ties back to your financial statements and fund balances.
- Activities outside the countryClear records for grants and disbursements abroad, an area regulators look at closely.
- Rebate filingsHST/GST and property tax rebate filings included in every plan.
- Year-round, not year-endBecause your books are kept current, the return is a short final step.
- Audit-ready recordsThe documentation behind your return is organized and easy to produce if CRA or the IRS asks.
Deadlines
Know your filing dates
T3010 (Canada)
Due within six months of your fiscal year-end. CRA can revoke a charity's registration for failing to file.
Form 990 (US)
Due by the 15th day of the fifth month after your year-end, with a six-month extension available on Form 8868. Missing three years in a row means automatic loss of tax-exempt status.
Plans
Annual filing is included in every plan
Core
Starting at $1,500 /month
- Annual return, Form 990, 1099 and T3010 filing with your tax agent
- Quarterly financial statements
- HST/GST and property tax rebate filing
Plus
Starting at $2,650 /month
- Annual return, Form 990, 1099 and T3010 filing with your tax agent
- Monthly financial statements
- External audit support
Executive
Starting at $4,350 /month
- Annual return, Form 990, 1099 and T3010 filing with your tax agent
- Monthly financial statements and fund balance reports
- External audit support and AGM attendance
Feedback from clients
What our clients say
Highly trusted, professional, and ethical. Expert in compliance and the charity sector, providing high-quality solutions. Built finance policies and improved the entire organization.Mahmuda KhanGlobal CEO, HCI
Have a question?
Read our FAQs
Do you file the return yourselves?
We prepare the financial information and schedules and coordinate filing with your tax agent.
We have chapters in Canada and the US. Can you help with both?
Yes. We work across both countries and understand CRA and IRS requirements.
What happens if our T3010 is late?
CRA can revoke a charity's registration for failing to file. If you are behind, talk to us as soon as possible.
Is annual filing included in every plan?
Yes. Annual return, Form 990, 1099 and T3010 filing with your tax agent is included in Core, Plus and Executive.
Experience the Linked CFO Difference
Book a Call Today
- Nonprofit-only specialists
- No long-term contracts
