• Payroll (Value $40/month = $480/year): Once we complete our set-and-forget process, we’ll manage your withholding and payments for taxes, and send a report for your files.  Payroll services also include:
     --> IRS 940 and 941 Filings: We’ll handle your periodic Federal Unemployment Tax and Wage Reporting, and upload reports to your secure account automatically.
    --> W-2’s: We’ll issue and send W-2’s ahead of time.
    --> Income Tax, Fed, FICA, & other deductions as required.
• Unemployment & Disability (Value = $175): No matter the rules in your state, we’ll handle registration with the unemployment system and get you set up with the minimum required disability insurance.

• IRS 940 and 941 Filings: We’ll handle your periodic Federal Unemployment Tax and Wage Reporting, and upload reports to your secure account automatically. 
• Annual or Periodic Report/Statement of Information (Value = $145): We’ll keep your organization in Good Standing by filing your Periodic Report, which states rely on to know the organization is still operating.
• Charitable Solicitation Registration - if applicable (Value = $225): Depending on the requirements in your state, we’ll keep you on the right side of the law by keeping you fundraising compliant.
• Annual Filing of IRS Form 990 Tax Return (Value = $200): We’ll file your IRS Form 990 on or before the due date, which is the primary requirement to maintain IRS 501(c)3 Tax-Exempt Status.
• Annual Board Meeting Facilitation (Value $250): Once each year, we’ll schedule, facilitate (live via video), secure signatures, and upload documentation for your required Annual Board Meeting.
• Monthly “Ask Us Anything” Live Video Coaching ($100 per month or $1200 per year): You and/or your board will have the opportunity to hop on for live coaching once per month and get any question answered.

Here's what's NOT included, or is limited:

• The vast majority of states/geographies are covered for all required state filings. New York and Washington State (and perhaps 1-2 others based on emerging/recent legislation)  have unique Family Leave laws, Hawaii has an Excise Tax Exemption, and a small percentage of localities or special districts have small, local tax programs and regulations. These require the nonprofit managers/directors to register directly. These are not included.

• Specific nonprofit questions and general consulting is dedicated to the bi-monthly coaching sessions included in the program. If you'd like more 1:1 help, we're happy to speak with you about our additional consulting services we provide for social entrepreneurs. 
• If your revenues exceed $50,000 a small 990/tax return preparation fee will apply.
• If you've been in business prior to coming on board with us, and you missed a deadline or are out of compliance, we'll fix it, but reasonable fees will apply
• We do not answer questions about PSLF particularities - that is Ian Hoffman's department. We want you to have the best info available.
• Customers are resposible to possess basic technology proficiency and cannot spend hours cobbling together poor quality phone pictures of documents.
• You are responsible to send all relevant snail mail, or other documents required, via email after scanning them in high quality.
• Customers are expected to read our emails & communications, as we do need authorizations and decisions to be made, on occasion.

This version of Hands-Free was exclusively designed for Ian Hoffman’s clients – meaning the program would fit a specific niche of Student Loan Forgiveness program whose nonprofits would uniquely match the following criteria:

• Limited categories of income (donations and fee-for-service – maximum three)

• Limited categories of expense (payroll and 1-2 others – maximum three)
• Single-employee (W-2) organization (maximum two)
• One paycheck issuance per month
• Payroll falls below threshold requiring Federal tax withholding
• Revenues below $50,000/year (eligible for 990-N Annual Information Return)
• One board meeting annually to comply with minimum governance requirements
• No broad, public fundraising (does not meet national solicitation requirements)

This version of Hands-Free was exclusively designed for Ian Hoffman’s clients – meaning the program would fit a specific niche of Student Loan Forgiveness program whose nonprofits would uniquely match the following criteria:

• Limited categories of income (primarily fee-for-service, donations and/or loans – maximum three)

• Limited categories of expense (payroll and 1-2 others – maximum three)
• 1-2 employees (W-2) organization (maximum two)
• One paycheck issued per month
• Payroll falls below threshold requiring Federal tax withholding (about $42,000)
• Revenues below $50,000/year (eligible for 990-N Annual Information Return)
• One board meeting annually to comply with minimum governance requirements
• No broad, public fundraising (does not trigger national solicitation requirements)
• Your bank must allow "guest access" or limited, passive user account access so we can download bank activity and reconcile your books

Having created and assisted in myriad ways with thousands of 501(c)3’s, we always welcome CPA and/or attorney review. That said, our mission is to empower founders with an appropriate level understanding of their own organizations through clear, consistent reporting - one should not need an MBA to run a small company or nonprofit!.

Through customer feedback and an eye toward simplicity, we continue to refine and simplify our process and reporting format, so that anyone with the most basic level of understanding of financial terms will be able comprehend your organization’s finances from a glance at your financial reports.

Also - and perhaps equally significant - the 990 information return, which essentially replaces your organization’s “tax return”, does not require report any financial numbers whatsoever, as long as the annual revenues remain below $50,000 per tax year.