Want to make prep and e-filing of your LM and 990 easier than before??? Consider upgrading your software to include the LM/990 Wizard.  This new tool takes the efficiency and accuracy of your LM and 990 prep to new levels, bringing additional automation to the LM and 990 prep process.

At RCS Union Software, we’re always asking ourselves the question, “How can we make our clients’ jobs more efficient, more enjoyable, more productive?”  This is the main question that has driven our team for over 3 decades, and with ever evolving technology and development tools at our disposal, there is always a new answer to this question, leading to new features and functionality for our clients.  The most recent development resulting from this question is the LM/990 Wizard, which uses cutting edge tools and technology to further automate and streamline your annual LM/990 preparation.

Who should consider purchasing the LM/990 Wizard?

• Any Local who currently prepares their own LM and 990 who is looking to further streamline and automate the process to a whole new level, almost completely eliminating all of the tedious calculating and reconciling required in year-end form prep.
• Any Local that has previously hired a CPA or the RCS Financial Services team to prepare your forms, but you have been looking for a push to give form prep a try for yourselves – this is the push you have been waiting for!
• Any Local that attends the FOC for help with its year end form prep – Locals with the Wizard will be done with LM/990 form prep as quickly as Day 1!

What is included in the Wizard?

*The package includes the Wizard Questionnaire, the 990 e-form and 990 IRS e-filing (required by IRS)

*Also includes high level review of your 990 by the RCS Financial Services team ensuring we catch some of the most common errors and omissions

What does the Wizard cost?

Pricing Structure *Based on DOL and IRS annual filing types

• LM2/990LF - $1,100 per year
• LM3/990LF - $900 per year
• 990LF only - $800 per year
• LM3/990EZ - $600 per year
• 990EZ only - $500 per year
• LM3/990-N - $100 per year