The Standard in Nonprofit
Compliance Services for
Mission-Driven Leaders

Stay Compliant, Not Stressed.

Our SureCOMPLY™ membership program helps nonprofits stay current with their state and federal compliance filings, including IRS Form 990 preparation and state fundraising registration…nothing left out, nothing overlooked.  Plus, members get access to the SurePLAN™ tools and resources that will equip you for success.

Trust our team of professionals to handle your compliance concerns, while you focus on your mission!

Get SureCOMPLY!
Nonprofit compliance isn't optional. Nor is it simple.

Some questions we often hear are:

Is there anything I have to do each year to keep my nonprofit operating legally?
How do I know if I’m missing a rule I didn’t know about?
I know I have to file a tax return with the IRS, but I don’t know how.
Can I ask for donations without a license?
If I forget something the government expects, will I get in trouble?

Maybe you’ve been asking yourself the same questions or maybe you didn’t even know to ask questions.  That’s why we exist…to help nonprofit leaders like you to navigate the complex world of compliance.  You want to focus on your mission without worrying about missed filing deadlines and confusing IRS form instructions.

And even if you already know exactly what needs to be filed, it’s a safe bet that you have better things to do than wade through the maze of compliance filings yourself.

What Is SureCOMPLY?

Enduring success starts with compliant, best practice.  SureCOMPLY™, our membership-based, total compliance solution, provides your nonprofit access to our top-shelf team of tax professionals, charity registration experts, and nonprofit compliance consultants, giving you the confidence that your state and federal filing worries are covered.

Membership Includes These Essentials:

IRS Form 990 Preparation

Form 990 is an annual tax return that reports income and expenses, plus program activity and governance information.  This complex filing is required of all US nonprofits.  The IRS places such importance on this filing that it will revoke the 501(c)(3) status of any organization that fails to file for 3 years.

Fundraising Registration / Renewal

Seeking donations from the public requires your nonprofit to be registered with your state’s Division of Charities. Rules vary by state, so you need professionals who know how to navigate complex fundraising regulations.  Members automatically receive support for 1 state of registration services.  Don’t risk penalties!

Registered Agent Services

All nonprofit corporations must have a registered agent.  Some nonprofit leaders will opt to be their own, but it’s best to rely on a professional 3rd party to be the agent of record.  This places valuable separation between your personal address and the activities of your nonprofit.  Our Registered Agent services gives you that peace of mind.

Corporate Tax Exemption

Form 990 preparation isn’t the only tax filing you have to be concerned with.  Many states have annual tax returns, as well.  Our SureCOMPLY membership covers professional corporate tax return preparation for your home state, protecting your nonprofit from state income and/or franchise taxes.

1:1 Coaching and Consultation

Each member receives access personalized consulting from our team of experts.  Our tax and compliance professionals will do a deep dive into your compliance health and proactively identify gaps, strengthen internal practices, and advise you on changes and next steps.

Complimentary SurePLAN™ Membership

SureCOMPLY clients receive a complimentary membership in SurePLAN for the length of their engagement.  A $600 value!

You’re Not Alone in Compliance Decisions.

SureCOMPLY membership comes with more than deliverables—it comes with a team that helps you navigate the hard parts. Path Forward is our commitment to guiding you through complexity with clarity and purpose. When questions come up or challenges surface, we help you evaluate options, prioritize actions, and make confident decisions that protect your nonprofit and keep you moving in the right direction.

Want More Details?

Call us today at (888) 361-9445 for a free evaluation to see if SureCOMPLY™ membership is right for your nonprofit.  Or better yet, complete the questionnaire below and we will contact you!

  • What is your role in the organization?
  • OPTIONAL: By providing your Employer ID number, our team can research your organization and be better prepared for our conversation with you.

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