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

We will prepare Form 990 that the IRS requires most tax exempt organizations file every year. 

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").

• Employer Identification Number

• By-laws of the Organization

• Minutes of Board Meetings

• Names, Addresses, and Resumes of Board Members

• Names and addresses of all Active Members

• Inventory of Assets like cash, furniture, equipment, property, pledges...

• Inventory of Liabilities like mortgages, accounts payable, loans...

• Rent/Lease Agreements and Contracts

• Revenue and Expense Statements for the last four years or as far back as possible if your organization has been in existence for less than four years.

• Written Reason for Formation and History of the organization.

• Organization Mission Statement or Statement of Faith or Beliefs for Churches and other Religious Organizations.

• Organization Activities, Operations and Programs Documentation including your statement of purpose & operations, food programs, fundraisers, flyers/brochures/pamphlets...

• Financial Support Documentation including all sources of revenue like contributions, tithes, offerings, fundraisers...

• Fund Raising Program Descriptions

• IRS Processing/Filing Fee

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