Tax & Accounting Services Built for Nonprofits.
From Form 990 preparation to grant compliance, we provide specialized financial services that help nonprofit organizations maintain their tax-exempt status, satisfy board requirements, and focus on their mission.
Why Nonprofit Organizations Choose Portside
We understand the unique financial challenges and regulatory requirements that nonprofits face.
IRS Compliance Experts
Navigate complex nonprofit tax regulations with confidence. Our team understands Form 990, UBIT, and donor acknowledgment requirements.
Mission-Focused Approach
We understand your passion for your cause. Our services free you to focus on your mission while we handle the financial complexities.
Growth Support
As your organization grows, we scale with you. From startup nonprofits to established foundations, we adapt to your needs.
New nonprofit? Start with our Form 1023 guide
Learn how to file IRS Form 1023 for 501(c)(3) status — what it is, the 1023 vs. 1023-EZ decision, filing steps, common mistakes, and the approval timeline.
Specialized Services for Nonprofits
From tax-exempt status maintenance to complex compliance requirements, we've got your organization covered.
Nonprofit Tax Filings
Nonprofit done-for-you tax prep and filing services for IRS 990-series returns, ensuring compliance while highlighting impact.
Learn MoreBookkeeping + Accounting
Reliable bookkeeping and accounting services for businesses and nonprofits, helping you stay organized and make informed decisions.
Learn MorePayroll Services
Reliable payroll services for businesses and nonprofits, ensuring accurate employee payments and tax compliance.
Learn MoreTax Relief + Resolution
Each year, millions of taxpayers receive letters or notices from the IRS. If it requires attention, Portside can help.
Learn MoreMerchant Services
We now offer merchant processing services for small businesses. No hidden fees. No long-term contracts. Just honest, transparent pricing.
Learn MoreFormations
Helping entrepreneurs and business owners launch new businesses and nonprofits with streamlined formation services.
Learn MoreComprehensive Nonprofit Financial Management
Common Nonprofit Challenges We Solve:
- Late or incorrect Form 990 filings
- Inadequate donor acknowledgment procedures
- Confusion about UBIT requirements
- Grant compliance and reporting issues
- Board-level financial reporting gaps
What Nonprofit Leaders Say
Hear from nonprofit executives and board members who trust us with their financial operations.
“We are a non profit who was seeking support in filing a 990 for the first time. Portside [formerly Financial Umbrella] is AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more.”
Michael G.
President, Give Music, Inc.
“I’m a volunteer with a nonprofit organization, and Dane at Portside [formerly Financial Umbrella] has been handling our taxes for the past four years. We’ve been extremely satisfied with his service. He responds promptly to any questions I have and is always willing to help. Our tax filings are completed on time each year, and I have nothing but positive feedback about his work. I definitely recommend him.”
Vicky M.
Treasurer, Save the Animals Rescue Team Association
“Had a great experience with Dane filing our 990's. It was our first time, and he made the experience VERY easy. Thank you!”
Michael G.
President, Give Music, Inc.
Ready to Simplify Your Nonprofit's Financial Operations?
Let us handle the complex financial requirements so you can focus on advancing your mission. Get started with our nonprofit-specific assessment.