We help you setup and maintain tax-exempt status by handling IRS reporting. Each year most tax-exempt organizations must submit Form 990 and related schedules with specific revenue and expense categories.
The IRS uses these classifications to determine if your organization retains tax-exempt status — so your accounting system must be built around them.
Here's what we do for you
- Review and compile financial statements
- Design, install, and maintain your accounting system
- Payroll preparation and tax deposits
- Training for accounting personnel
- Complete and file non-profit status applications
- Board training on financial statements and budgeting
- Prepare and file 990 and 990T tax forms
- Initial start-up documentation including incorporation and FEIN
Churches
We prepare pastoral housing allowance and benefit documentation for ministers' complex dual status.
Starting a new non-profit
We can help prepare your 501(c)(3) application, including articles of incorporation, bylaws, board information, asset and liability inventories, revenue and expense statements, mission and activities documentation, and fundraising program descriptions.
Let us help you setup and maintain your non-profit tax-exempt status.