Outsourcing Tax Preparation is Simple With Simplicity Financial

Form 990 Preparation for Nonprofits and Churches

Form 990 preparation requires more than filling out a form. It requires an understanding of fund accounting, restricted and unrestricted revenue, program expense allocation, UBIT analysis, and the specific compliance obligations nonprofits and churches carry. Simplicity Financial handles 990 preparation with the depth that most general tax preparers cannot match.

Clergy and Minister Tax Preparation

Clergy taxes are unlike standard employee situations. Ministers are often treated as employees for income tax purposes while remaining self-employed for Social Security purposes under SECA, which creates a tax structure most CPAs have never navigated. Simplicity Financial handles housing allowances, dual employment status, estimated tax payments, and ministry-related deductions. Wondering what professional tax prep actually costs? See a breakdown of average CPA tax preparation fees.

Tax Preparation for Closely Held Businesses

Whether you are an LLC, S-corp, sole proprietor, or closely held corporation in Southern California, outsourced tax preparation means a CPA reviews every detail of your return before filing. California state income tax, franchise tax, and business entity obligations add complexity that requires someone current on both federal and state requirements.

Tax Support for Private and Christian Schools

Private and Christian schools carry specific tax reporting obligations related to their nonprofit or religious organization status. Simplicity Financial understands those structures and handles tax preparation with the compliance accuracy that faith-based educational institutions require.

Outsourced Tax Preparation Services, Delivered Entirely Online

We Outsource Tax Preparation Services to Businesses, Nonprofits, and Individuals

At Simplicity Financial, outsourced tax preparation is built around the actual compliance obligations of each organization, not a one-size-fits-all form. Whether you are a church in Los Angeles, a nonprofit in Orange County, a pastor in the Inland Empire, a private school in San Diego, or an individual filer anywhere in the country, the approach is the same: organized records, accurate returns, and a CPA reviewing every detail before you file.

Nonprofits, churches, and ministry organizations have specific tax obligations that go well beyond standard business filing. From Form 990 and restricted fund compliance to clergy housing allowances, SECA obligations, UBIT analysis, and California property tax exemptions for religious and welfare organizations, Simplicity Financial understands the distinct requirements these organizations face. For anyone working through the distinction between tax and audit obligations, understanding the difference between audit vs tax accounting can help clarify what kind of support your situation actually calls for.

Every engagement is fully remote. Clients across Southern California, including Los Angeles, Orange County, Riverside, the Inland Empire, and San Diego, as well as clients nationwide, work with Simplicity Financial entirely online. There are no in-person requirements.

Why Outsource Accounting and Tax Preparation Services?

Save Time on a Process That Demands Accuracy

Preparing taxes for a church, nonprofit, or closely held business is time-consuming and unforgiving when details are missed. By outsourcing tax preparation, you hand off the entire process to a CPA who understands the specific rules that apply to your organization. Simplicity Financial handles documentation, preparation, and review so you are not navigating this alone. For organizations that also need year-round financial support, outsourcing accounting services for small business is a practical extension of the same approach.

Cost-Effective for Churches, Nonprofits, and Schools

Maintaining in-house accounting staff is expensive. Outsourced tax preparation gives churches, nonprofits, private schools, and closely held businesses access to CPA-level accuracy and specialization at a fraction of the cost of a full-time hire.

Expertise Most CPAs Do Not Have

California property tax exemptions for religious organizations, UBIT analysis, housing allowances, SECA, multi-campus payroll, and Form 990 preparation are not areas most CPAs have worked in. Shaun Glenn, CPA, MSA, MST has spent 15+ years working specifically in church and nonprofit finance. Every return benefits from that specialization.

Scalable Across Your Organization’s Needs

Tax needs shift as your organization grows, adds locations, takes on new programs, or adds staff. Outsourced tax preparation scales with you, whether you need a straightforward individual clergy return or a complex multi-entity nonprofit filing.

Additional Services from Simplicity Financial

Outsourced CFO Services

For churches, nonprofits, and private schools that need more than tax preparation, Simplicity Financial provides outsourced controller support: monthly close, board reporting, fund accounting, internal controls, and audit preparation, led by a CPA with 15+ years in the field.

Accounting and Bookkeeping Services

Accurate, organized records make tax season significantly easier. Simplicity Financial provides remote outsourced bookkeeping with fund accounting and restricted gift tracking built in for churches, nonprofits, and private schools.

Your Taxes Are Simpler Than You Think

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Phone: (951) 444-1895 Email: INFO@SIMPLICITYFINANCIAL.COM

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Office

1175 Azusa Court Suite 110, Rancho Cucamonga, CA 91730

Contact

(951) 444-1895
INFO@SIMPLICITYFINANCIAL.COM

What is Tax Preparation Outsourcing?

Tax preparation outsourcing means handing the process of preparing and filing your tax return to a qualified external CPA rather than handling it yourself or maintaining in-house accounting staff. At Simplicity Financial, that means a CPA with 15+ years dedicated to church and nonprofit finance manages everything remotely, from organizing your records to preparing the return to reviewing every detail before filing. Clients across Southern California and nationwide access the same specialized, CPA-led service entirely online.

Common Questions About Outsourced Tax Preparation Services

Outsourcing tax preparation reduces the risk of errors, ensures compliance with IRS and California state requirements, and gives churches, nonprofits, clergy, and closely held businesses access to a CPA who actually understands their specific tax situation. Every return is reviewed before it is filed.

No. Simplicity Financial is based in Eastvale, CA and works with clients entirely online across the United States. There are no in-person requirements and no geographic limitations.

Simplicity Financial handles Form 990 preparation, clergy and minister tax returns including housing allowances and SECA, church and ministry tax compliance, UBIT analysis, individual and business returns for closely held companies, and California-specific tax obligations for nonprofits and faith-based organizations.

You could spend that time leading your organization, serving your congregation, or focusing on your mission. Outsourced tax preparation means handing the entire process to a CPA who handles it accurately and on time.

Schedule a call directly with Shaun. He will take the time to understand your situation and walk through what outsourced tax preparation would look like for your specific filing needs.

Simplicity Financial is the rare CPA practice that has spent 15+ years working specifically in church and nonprofit finance. Fund accounting, Form 990, UBIT, clergy compensation, SECA, California property tax exemptions, and multi-campus compliance are not services added on to a general practice. They are the core of what Simplicity Financial does.