Dubuque, IA CPA, Accounting, Quickbooks, Payroll, Tax Preparation
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We can help you maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to submit Form 990 and its relations, which includes the following items.

  1. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...

  2. Balance Sheet with specific categories like cash, accounts receivable, accounts payable...

  3. Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.

  4. Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

  5. Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it's imperative that you build your accounting system around these revenue and expense classifications.

Here's what we do for you...

  • Assist in preparing your financial statements

  • Weekly, bi-weekly, or monthly payroll preparation
  • Payroll Tax Preparation and Deposits

  • Provide training for your accounting personnel

  • Complete and file your non-profit status application

    • Prepare and file the 990 and 990T tax forms
    • Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN), and payroll setup with federal and state agencies.

Let us help you maintain your non-profit tax-exempt status by requesting a consultation below.

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