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NON-PROFIT ORGANIZATIONS

We can help you set up and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

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Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.

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1. Income Statement with precise revenue and expense categories like donations, salaries, postage, rent, and more.

The IRS uses these specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So you must build your accounting system around these revenue and expense classifications.

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 Here's what we do for you:

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  • Review and compile your financial statements.

  • Design, install, and maintain your Accounting System.

  • Weekly, bi-weekly, or monthly payroll preparation.

  • Payroll Tax Preparation and Deposits.

  • Provide training for your accounting personnel.

  • Complete and file your non-profit status application.

  • Provide training for your board on non-profit financial statement usage and effective budgeting practices.

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If you're starting a new not-for-profit organization, we can help you prepare your organization's 501 (c)(3) application for tax-exempt status. Here's what's needed:

Articles of Incorporation containing the Exempt Purpose Statement as described in IRS Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 ("Organizational Test").

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We are happy to prepare any of these items if you need help!
 

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GET IN TOUCH

Looking for support with your tax planning, business consulting, and more?

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