Non-Profit Started And Managed
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.
Our non-profit services include…
- Filing of your non-profit status application, initial start-up documentation, incorporation, FEIN, and payroll setup with federal and state agencies. For new non-profits, contact us for a list of items needed to apply for 501 (c)(3) status.
- Reviewing and compilation of your financial statements.
- Design, training and maintenance for your accounting system.
- Payroll management and preparation.
- Yearly filing of the necessary IRS tax forms.
- Board training services regarding non-profit budgeting and management practices.
- For Churches, we prepare the pastoral housing allowance and other required benefit documentations.
Ready to come in for an appointment?
Our schedule is very full…but if you call us at (830) 331-9218 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
What our Clients are saying
I called Mike and told him how desperate I was for a resolve to an issue I was having. He had me come in that same day. He was so very personable
and professional! He gave me advice on solving the issue at hand and I was able to breathe again!
I highly recommend Mike I will for sure go back to him when needing financial assistance! – Patti H.Personable and professional
September 28, 2018
We are a tiny travel agency that has been in business since 2004. While looking back to the different CPA firms that we have employed for our corporate and personal tax filings, we had never had a moment where our extended filing date was a problem until last year. Enter Michael Essick, who was recommended to us via his posting at a long-time client’s church community board.
To say it was a hornet’s nest of IRS threatening form letters, and being dumped by the prior CPA firm, was just the start. Mike welcomed us in and gave us time to plead our case, then giving tentative and real solutions that worked for us. Even after a negative reply from the IRS, mike is still hopeful and still seeking a better outcome. Bravo for the “Go Get Them” attitude!
As of today, we have followed Mike’s advice and not only have we caught up on the monies that were requested by the IRS for 2018, he also completed the 2017 corporate and personal taxes filing for us, which produced a surprising refund. Yay for us, and yay for Mike, for turning around our small business with big tax problems and helping us get back into the black in less than six months.
Our appreciation for his skill and efforts will continue beyond the life of our agency. These last six months have proven that mike is a trusted and honest business person who can untangle financial business issues, as he did for us and as he will for people that we will be sending his way.
Thank you, a million times.
Steven and Lanette Rice
The Cruise Butler