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 (936) 273-1188 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’ve only been a client of Aurelia Weems a short time, but during that time Ms. Weems and her staff have helped me successfully resolve some ongoing IRS issues. It is not easy to understand tax requirements, and Aurelia was always available to provide guidance to me during some really difficult times. I have never failed to contact her office and receive prompt professional assistance and accurate responses to my questions or requests. I have and will continue to recommend Aurelia Weems and her staff to anyone needing CPA assistance.”

Jennifer M.

The Woodlands, TX

Aurelia Weems has provided accounting services for my family and my corporation since 2008. She is personable and creative, does excellent work for a reasonable fee, and has given great advice. She is also very involved with her community. I have and will continue to recommend her to family and colleagues.

Rose C

VP at Energy Company

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