Terms of Use
Last updated: 2025
Educational use only
Exempt Tax Desk is an AI-powered educational tool. It does not provide legal, tax or accounting advice, and no professional relationship is created by using the service. Always consult a qualified professional before acting on any information obtained here.
Automated tools and professional preparation services
Exempt Tax Desk provides tax research technology, educational resources, filing tools, and selected tax return preparation services for exempt organizations. Automated research and review tools are informational and do not constitute legal, tax, or accounting advice or replace professional judgment. Professional preparation services are separately provided and subject to engagement acceptance and applicable terms.
Submitting a preparation inquiry does not create an engagement. Preparation fees are determined separately after review of the request, and no work begins until an engagement is accepted. Client information provided for preparation services is handled confidentially and used to evaluate and perform the requested services.
Access
Visitors may ask up to 3 questions free without signing up. Creating a free account provides up to 9 questions per day at no charge. There is no subscription and no recurring charge for Ask access.
Payments
Payments for paid services — such as Form 990-N filing, K-1 compliance review and IRS Notice Review — are processed by Stripe.
Form 990-N filing service
The $99 Form 990-N filing service fee is a Exempt Tax Desk service fee, not an IRS fee. Eligible organizations may submit Form 990-N directly to the IRS without paying an IRS filing fee. Exempt Tax Desk is an independent filing and educational service and is not affiliated with or endorsed by the Internal Revenue Service.
The fee covers eligibility review, preparation, electronic filing by our preparer, submission tracking and confirmation. We do not guarantee that the IRS will accept a submission. If our review establishes that Form 990-N is not appropriate for your organization or tax year, we will not submit the filing.
Refunds and cancellations: you may cancel before we submit your filing by contacting info@exempttaxdesk.com. If a purchased filing is not submitted because Form 990-N cannot appropriately be filed, or if you cancel before submission, we will provide a refund disposition for the service fee through Stripe. Once a filing has been submitted to the IRS, the service has been performed and the fee is non-refundable. A purchased filing fee is never converted into research credits.
IRS Notice Review
Exempt Tax Desk provides notice analysis and response-drafting assistance. The customer is responsible for reviewing and submitting any response to the IRS. IRS acceptance, penalty relief, abatement, and other tax outcomes depend on the facts and the IRS's review and are not guaranteed.
Acceptable use
Submit only the information necessary for the service you request. Avoid unnecessary Social Security numbers or taxpayer identification numbers, bank or payment credentials, and passwords or other authentication secrets. Do not attempt to reverse engineer the service or use it in any manner that violates applicable law.