Tax Exempt Organizations

Our firm prepares financial statements and gives advice on tax and financial matters. We assist tax exempt entities with regulatory accounting and compliance issues. We advise on operational procedures, therefore, allowing the organization to fulfill its mission and purpose.

Whether you operate a private foundation, social club, charity, church or school, we can help you in various ways, depending upon your needs.

• Assist clients with the preparation of Form 1023 (Application for Recognition for Exemption)
• Prepare annual information returns to the IRS, such as 990, 990-EZ and 990-N
• Consult on setting up and running your accounting system, including QuickBooks and Peachtree software
• Compile periodic financial reports
• Handle payroll and associated Federal and State tax returns to the IRS
• Assist in drawing up financial plans
• Provide general and ongoing support and business advice.