Annual Charitable Solicitation Filing

If your not-for-profit solicits contributions, many states (approximately 40) require an annual charitable solicitation filing to remain compliant. This ensures your organization is legally authorized to raise funds and maintains transparency with donors and regulators.

How Fontana CPAs Helps

We make the process simple and stress-free. Our team will:

• Determine your state-specific requirements: Every state has different rules and we make sure you know exactly which ones apply to your organization.
• Prepare and review all required forms: We ensure your financial reports, officer listings, and fundraising information are accurate and complete.
• Submit filings on your behalf: Timely and accurate submission so you never miss a deadline.
• Maintain compliance records: We keep organized records for future filings and audits.

With Fontana CPAs managing your Annual Charitable Solicitation Filings, your not-for-profit can fundraise confidently, knowing all filings are accurate, up-to-date, and compliant with state and federal regulations.

Contact Us for a FREE Initial Consultation

Or call us today at 727-799-9533 to discuss your not-for-profit or small business annual charitable solicitation needs with an experienced CPA.