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Non-profit Incorporation and Tax Exempt Status

Anser can make the process of incorporation and tax exempt status easier by providing expertise and assistance in the completion and filing of required paperwork.
 
  • Articles of Incorporation
  • Bylaws
  • Federal Employer Identification Number
  • State and Federal Tax Exemption Applications
  • Direct IRS and Department of Justice representation
  
  The first step is to provide us with some basic information so that we can start filling out a draft of the required forms. The Information Request Form is available for download here as a Word document and as a PDF file.
 
   

Tax Services

 

Law changes in 2009 will require more non-profits to complete the IRS Form 990 versus the 990-EZ. In addition to filing the IRS Form 990 and, if applicable, the state forms for non-profit taxes, Anser can assist you in drafting and implementing new policies, reviewing your allocations methods or any other issues that will assist you in complying with the new requirements.

 
 

Download a list of the financial information required to start your organization's Form 990:

  
   

Bookkeeping Services

  Anser will work with clients to identify the specific level of services needed.  We then set up a schedule so information is collected, recorded and handled efficiently and timely.  Bookkeeping and accounting functions are taken care of so our clients can focus on the growth of their organization. 

 
  Utilizing non-profit accounting software we can help with:  
 
  • Payroll functions, including quarterly and annual payroll tax reports
  • Bank reconciliation
  • Accounts payable and accounts receivable
  • Provide monthly financial statements customized to your needs
  • Program tracking
  • Grant tracking
  
   

Accounting Setup and Training
  Because proper set up is crucial, our professional staff can assist with planning and configuration for new accounting systems, as well as further refinement of existing systems.
 
  • Accounting software selection and installation
  • Chart of Account setup
  • Staff Training
  • On-going support
  
   

CFO Consulting

  Anser can provide advice and financial management consulting from an experienced CPA
for organizations without an in-house CFO. 

  
  • Financial Analysis and Planning
  • Financial review and oversight
  • Management support
  • Review of internal controls, policies and procedures
  
 

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155 NW Irving Avenue, Bend, Oregon 97701
Phone (541) 389-3310 :: Fax (541) 389-3301