Tax Preparation and Planning
Ridding you of tax worries so you can focus on your mission
Our Tax Planning & Preparation services for non-profit organizations assist charities, foundations, and social advocacy organizations in setting up and maintaining tax-exempt status. These services also aid you in your transaction with federal and state government. Our services include:
Organizing - Using our software link portal that makes it easy on you to deliver your documents on a timely and organized way.
Accuracy- We will share tax documents through direct uploads, mobile pictures or imports from your financial banker and accounting software saving you time and unbelievable accuracy. Because data can be imported and directly uploaded on your tax manual posting error is at the minimum.
Responsiveness - We manage our communication more efficiently using various features like mobile accessibility and automated notification. You will know when your tax is done instantly. You will notification to make estimated tax.
Peace of Mind - We will keep track of important client documents and data wisely.
Exempt Status - We will identify for you the compliance requirements on record keeping, reporting, and disclosure for exempt organizations.
Charities and Private Foundations - We will help you to avoid some common mistake or common ono-compliance in non-for-profit organizations industry.
Exempt Status - Is your exempt status revoked and don’t what to do? We will help you to re-instate your status.
Application for Recognition of Exemption - We will work for you to complete the complicated federal and state forms.
Compliance Check - This procedure is about accountability. We can representing before the IRS and FTB to address the specific items requested.
Field audit and/or correspondent audit - We can represent you before the IRS, FTB We will work on your behalf tirelessly.
Accounting and Bookkeeping Services
You can focus on stregthning your business while you leave your books with us.
Our Accounting & Bookkeeping for Non-profit Orgnainzation services are reliable and assist you with day-to day financial affairs, making sure your books are in order and you have accurate reports to make smart financial decisions for an affordable price. .
We will offer you our accounting insights and analysis to translate the numbers into the benefit of your organizations. We ensure all your transactions are correctly recorded and provide you with monthly financial statements that will help you plan your financial strategies.
Our Accounting & Bookkeeping services for non-profit organizations cover:
- Monthly Financial Statements
- Mainatin general ledger based on diffierent cost center or using fund accounting
- Monthly clothing
- Budger preparation
- Maintain accounts payable and receivable.
- Bank reconciliation.
- Develop accounting policies and procedures.
- Prepare year end tax forms. Form 1099.
- Prepare financial records for annual audit
- Prpeare records for funding agencies audit
Audit and Assurance
As your auditor, we comply with an unconditional requirement in all cases in which such requirement is relevant.
As non-for-profit organization, your donors, funding agencies and potential funders may want to have assurance that your organization meets certain accountability to handle; contributions consistent with donor’s intent and grant money expended according to the funding agencies compliance requirements. Having audited financial statement will demonstrate financial transparency.
We analyze your system's internal controls, making sure your accounts are in order before an audit raises concerns about your accounting practices.
Our Audit and Assurance services for non-profit organizations cover:
Financial statement audit
Financial statement audit in accordance with Government Auditing Standards and the Uniform Guide
Financial statement review
Financial statement compilation
OMB Uniform Guidance auidt
Audit of HUD Programs