We handle all IRS-related paperwork on your behalf, providing complete services to help your non-profit organization get and preserve its tax-exempt status.

Every year, the IRS mandates that most tax-exempt entities submit Form 990 and its related documents, which must include:

• Income Statement with detailed categories such as donations, salaries, postage, and rent.
• Balance Sheet categorized by cash, accounts receivable, accounts payable, etc.
• Functional Expense Statement that allocates all expenses to program services, fundraising, or administrative operations.
• Individual Program Expense Statement that details the costs associated with each program or service, such as seminars or educational campaigns.
• Revenue Support Schedules that outline the organization's income sources, including charitable donations, membership fees, and investment income.

These detailed classifications are crucial for maintaining your tax-exempt status with the IRS, making a tailored accounting system essential.

Here's how we can assist:

• Review and organize your financial statements.
• Design, implement, and manage your accounting system.
• Handle payroll preparation, whether weekly, bi-weekly, or monthly.
• Take care of Payroll Tax preparation and deposits.
• Train your accounting staff.
• Complete and file your application for non-profit status.
• Train your board in financial statement interpretation and effective budgeting.
• Prepare and file tax forms 990 and 990T.
• Set up initial documentation, including incorporation, obtaining a federal employee identification number (FEIN), and setting up payroll with federal and state agencies.
• We handle pastoral housing allowances and other necessary documentation for churches to comply with ministers' unique dual status.

If you are establishing a new non-profit, we can guide you through preparing your 501(c)(3) application, including:

• Articles of Incorporation with the necessary Exempt Purpose Statement as outlined in IRS Code section 501(c)(3) and the Dissolution Statement required by Treasury Regulation.
• Employer Identification Number.
• By-laws for your organization.
• Documenting board meeting minutes.
• Board members details, including names, addresses, and resumes.
• Listing all active members.
• Creating inventories of assets and liabilities.
• Rent/lease agreements and contracts.
• Revenue and expense statements for the past four years or as available.
• Outlining the reason for the formation and history of the organization.
• Organization mission statement or Statement of Faith for religious organizations.
• Organization activities, operations, and programs.
• Financial support documentation 
• Fund Raising Program Descriptions
• IRS Processing/Filing Fee

We're also equipped to handle any additional requirements you might have.