Who we help
Nonprofits & Churches
Exempt status is easy to lose administratively and hard to get back. Most of this work is about making sure that never happens.
01What makes this different
Where the money and the risk actually sit
Every sector has a handful of things that are easy to get wrong and expensive to correct later. These are the ones we look at first.
Automatic revocation
Three consecutive unfiled 990-series returns revokes exemption automatically, with no warning letter that helps.
California registration
The annual RRF-1 with the Registry of Charities is missed more often than the federal return.
Restricted funds
Donor-restricted money must be tracked separately, in real time, not reconstructed at year end.
Public support test
A single large gift can threaten public charity status if the five-year calculation is not being watched.
Clergy compensation
Housing allowance and self-employment tax treatment for ministers follow their own rules entirely.
02What we do about it
How we help
Work that is done on a schedule, by people you can reach, with the filings made before the deadline rather than after the notice.
- Fund accounting structured for restricted and unrestricted giving
- Form 990, 990-EZ or 990-N prepared as a public-facing document
- California Form 199 and RRF-1 filed on time, every year
- Public support test monitored across the rolling five-year window
- Board-ready financial packages written to be understood
03Services
What this usually involves
The services this sector asks for most. Nothing starts without a fixed fee agreed first.
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Nonprofit Accounting & Form 990
Fund accounting, restricted-grant tracking, Form 990 and the California filings that quietly decide whether an exemption survives.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Payroll Services
Running the numbers is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
Who we help
Other industries
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.