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Non-Profit Tax Services

Non-Profit Tax Services
Ensuring Your Non-Profit Organization's Compliance

At JCB Financial Services, we specialize in assisting non-profit organizations to achieve and maintain their tax-exempt status by managing all necessary IRS reporting requirements.

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    Comprehensive Non-Profit Services

    Complete financial management and IRS compliance support for your organization

    Financial Statements

    Reviewing and compiling financial statements with detailed revenue and expense categorization.

    Accounting System

    Designing, installing, and maintaining your accounting system tailored for non-profits.

    Program Expense Reports

    Preparing detailed reports for each program or service, including seminars and educational mailings.

    501(c)(3) Applications

    Complete assistance with your 501(c)(3) application for tax-exempt status with the IRS.

    Tax-Exempt Status Management

    Financial Reports We Submit for You

    Comprehensive reporting to maintain your organization's tax-exempt status

    Income Statements

    Detailed revenue and expense categories such as donations, salaries, postage, and rent.

    Balance Sheets

    Full categorization of cash, accounts receivable, and accounts payable.

    Program Expense Statements

    Reporting expenses for each program or service, such as seminars or educational mailings.

    Depreciation Schedules

    Monitoring and reporting on charitable donations, membership fees, and fundraiser income.

    Complete Service Package

    Reviewing and compiling financial statements
    Preparing monthly or quarterly financial reports and forms
    Preparing cash flow projections for internal use
    Training for your board on statement usage
    Recommending computer hardware and software
    Designing and maintaining accounting systems
    Preparing payroll for preparation and checkout
    Reviewing internal controls and duties
    Preparing and filing year-end 990 tax forms
    Full consultation on housing adherence
    New Non-Profit Setup

    501(c)(3) Application Assistance

    Complete support for establishing your tax-exempt status with these required documents

    Articles of Incorporation with no Exempt Purpose Statement and Dissolution Statement as required by the IRS
    Employer Identification Number (EIN)
    Organization By-laws
    Description of Activities
    Names, addresses, and resumes of board members
    Financial statements of all active members
    Copies of any contracts, leases for equipment, property, pledges
    Inventory of fixed items (e.g., mortgages, accounts payable, loans)
    Fixed asset agreements and provisions
    Documentation to establish the age and the year the organization started or to be book if it's later than four years old
    Documentation of program activities and fundraising events
    Mission Statement or Statement of Faith/Beliefs for religious organizations
    Documentation of organizational activities, operations, and programs
    Copy of any church dispensation, including all enclosures therein
    Fundraising projects and operations
    IRS processing/filing fee

    Let Us Handle the Paperwork

    We're ready to assist you in preparing any of these documents. Let JCB Financial Services help you navigate the complexities of maintaining your non-profit's tax-exempt status efficiently and accurately.

    Get Started Today

    Ready to Ensure Your Tax-Exempt
    Status?

    Contact us today for a free consultation and discover how we can help your non-profit organization
    thrive.

    Schedule Your Consultation Email Our Team