Let Us Help You Create The Non-Profit of Your Dreams!
In order to setup and maintain your tax exempt status, your organization must meet very specific expense and income classifications.
The IRS determines your eligibility with the following:
Yearly Income Statements
Categorizing specific expense and revenue details such as donations, salaries, postage, rent, etc.
A Yearly Balance Sheet
Including cash, accounts receivable, and accounts payable.
Individual Program Expense Statements
Detailing every expense for each program, service or seminar, including things like educational mailings.
Revenue Support Schedules
Detailing charitable donations, membership fees, and investment interest.
As you can see, the way you set up your bookkeeping and accounting system is crucial to successful maintenance of non-profit status. Luckily, we can help you create the necessary bookkeeping systems and can even take care of filing the forms for you yearly.
Non-profit services:
Ready to come in for an appointment?
Schedule a time to meet with us.
We will NOT make dealing with a tax professional as painful as it’s been in the past!