Consultation and Tax Services

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• IRS Form 1023 Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code.

• IRS Application for an Employer Identification Number (EIN)

• Assistance with incorporation, bylaws and constitution documents, where allowable by law

• Enrollment in the electronic federal tax payment system (eftps.gov)

• Budget assistance, analysis, reporting and best practices

• Development of finance policies and procedures

• Development of personnel policies and procedures

• Research, analysis and presentation of benefit plans

• Research, analysis and presentation of credit cards and financing

• Counsel on best practices in the area of non-profit finances

• Other projects as formalized and agreed upon by both parties

• Ministerial taxation counsel and tax return preparation.