Nonprofit Tax, Compliance & Exemption Services
Protect Your Tax-Exempt Status. Correct Past Filings. Move Forward With Confidence.
Valoria Consulting helps nonprofit organizations address complex IRS filings, exemption applications, delinquent returns, group structures, and ongoing tax compliance. Our team works alongside CPAs, Enrolled Agents, and tax attorneys to help nonprofit leaders understand what must be corrected — and develop a clear path forward.
How We Help Nonprofits
From first-time exemption applications to multi-year remediation and reinstatement after automatic revocation.
Form 1023 Exemption Applications
Prepare and file initial exemption applications and supporting documents with the IRS.
Form 990 Filings
Accurate preparation and filing of the right annual return for your organization's size and type.
Delinquent Filings & Catch-Up Work
Bring your organization current with missed filings and restore compliance — with the corrective strategy decided before any old returns are filed.
Reinstatement of Revoked Status
Reapply for exemption and restore tax-exempt status after automatic revocation, including retroactive reinstatement where available.
Group Exemption & Chapter Compliance
Establish and maintain parent-chapter structures, coordinate separate EINs, and manage group exemption policies.
IRS Notices & Correspondence
Respond to IRS notices and resolve nonprofit tax compliance issues efficiently — so the board isn't left guessing.
Form 990-T & UBIT Issues
Address unrelated business income and Form 990-T filing requirements before they put your exemption at risk.
State Charitable Registration
Coordinate state charitable registration and tax-exemption filings alongside your federal compliance work.
Bookkeeping & Ongoing Compliance
Clean up records, maintain books, and stay compliant year after year with annual Form 990 preparation and compliance support.
Is Your Organization Behind on Compliance?
Many nonprofits fall behind due to complexity, staff turnover, or uncertainty. We help organizations in situations such as:
- Several years of unfiled Form 990 returns
- Automatic revocation of tax-exempt status
- A parent organization with multiple chapters or affiliates
- Separate EINs that have never been properly coordinated
- An inactive fiscal sponsor
- Missing formation or exemption documents
- IRS notices that the board does not know how to answer
- Incomplete accounting records preventing accurate filings
These matters often require more than preparing a single tax return. Valoria evaluates the organization’s filing history, entity structure, exemption status, and related chapters before recommending a corrective compliance plan.
A Clear Path Back to Compliance
A structured process — strategy first, filings second.
Compliance Review
We examine the organization's formation, exemption status, filing history, chapter structure, and IRS correspondence.
Corrective Strategy
We identify which returns, exemption applications, reinstatement requests, or structural filings are required.
Preparation & Submission
Our team coordinates the required federal filings and supporting documentation.
Ongoing Protection
Annual Form 990 preparation, bookkeeping, and compliance support to help prevent the organization from falling behind again.
California & State Compliance
Federal reinstatement does not automatically correct state problems — state obligations run separately from the IRS, and often on different schedules.
California Attorney General Filings
Initial charity registration, annual RRF-1, and CT-TR-1 when applicable. The Attorney General generally requires annual renewal reporting, separate from the IRS and FTB.
Secretary of State Compliance
Initial and biennial Statements of Information, generally Form SI-100 for California nonprofit corporations.
State Delinquency & Suspension Remediation
Catching up missed FTB, Attorney General, and Secretary of State filings — and resolving suspension or delinquency issues.
Multi-State Charitable Registrations
Registration and renewal coordination for nonprofits soliciting donations outside California.
Who We Work With
From established charities to emerging foundations and multi-chapter organizations.
Engagement Structure
Nonprofit engagements are quoted as a flat fee after we review the organization’s filing history, structure, number of entities or chapters, and required corrective work.
Complex reinstatement and multi-year compliance projects may require substantial professional work.
Nonprofit Compliance FAQ
Need Help Getting Your Nonprofit Back on Track?
Schedule a consultation to discuss your organization’s filing history, exemption status, and compliance needs.
Request a Nonprofit Compliance Review
Tell us about your organization — legal name and EIN, state of formation, year formed, current tax-exempt status, the last Form 990 filed and how many years are missing, any chapters or related entities (and whether each has its own EIN), IRS notices received, estimated annual revenue, and whether bookkeeping is current. We'll follow up with next steps.
We typically respond within one business day.
Our Contact Information
Address
301 Bayview Cir, Newport Beach, CA 92660
Operations@valoriaconsulting.com
Nonprofit Tax & Compliance Services
Valoria Consulting provides nonprofit tax, compliance, and exemption services for: Form 990 · Form 990-EZ · Form 990-N · Form 990-PF · Form 990-T · Form 1023 · Form 1023-EZ · Tax-Exempt Reinstatement · Automatic Revocation · Delinquent Form 990 Filings · Group Exemptions · Chapter Compliance · Unrelated Business Income · California Charity Registration · RRF-1 · CT-TR-1 · FTB Form 199 · SI-100 · Multi-State Charitable Registration · Nonprofit Bookkeeping · Nonprofit Compliance Support