Non-Profit Organization Tax Services in Kirkland, WA

Paramount Tax & AccountingBookkeeping firms in Kirkland can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.

Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...
Balance Sheet with specific categories like cash, accounts receivable, accounts payable...
Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.
Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.
Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it's imperative that you build your accountingbookkeeping system around these revenue and expense classifications.

Here's what a Certified Public Accountantprofessional Bookkeeper in Kirkland can do for you...

Review and compile your financial statements
Design, install, and maintain your accountingbookkeeping System
Weekly, bi-weekly, or monthly payroll preparation
Payroll Tax Preparation and Deposits
Provide training for your accountingbookkeeping personnel
Complete and file your non-profit status application
Provide training for your board on non-profit financial statement usage and effective budgeting practices
Prepare and file the 990 and 990T tax forms
Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN), and payroll setup with federal and state agencies.
Churches: We prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers.

If you're starting a new not-for-profit organization we can help you prepare your organization's 501 (c)(3) application for tax-exempt status.

Here's what's needed...

Articles of Incorporation containing the Exempt Purpose Statement as described in IRS Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 ("Organizational Test").
Employer Identification Number
By-laws of the Organization
Minutes of Board Meetings
Names, Addresses, and Resumes of Board Members
Names and addresses of all Active Members
Inventory of Assets like cash, furniture, equipment, property, pledges...
Inventory of Liabilities like mortgages, accounts payable, loans...
Rent/Lease Agreements and Contracts
Revenue and Expense Statements for the last four years or as far back as possible if your organization has been in existence for less than four years.
Written Reason for Formation and History of the organization.
Organization Mission Statement or Statement of Faith or Beliefs for Churches and other Religious Organizations.
Organization Activities, Operations and Programs Documentation including your statement of purpose & operations, food programs, fundraisers, flyers/brochures/pamphlets...
Financial Support Documentation including all sources of revenue like contributions, tithes, offerings, fundraisers...
Fund Raising Program Descriptions
IRS Processing/Filing Fee

We are happy to prepare any of these items if you need help.

Contact Paramount Tax & Accounting Kirkland to let us help you setup and/or maintain your non-profit tax-exempt status.

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Evan Ebert

I own a digital marketing agency. A lot of our bookkeeping can involve different digital vendors, contractors, and moderately complex tax classifications. Before I met Lonnie at Paramount, I had been working with an accountant / bookkeeper who I routinely had to stay on top of... reach out to... ask questions... and frequently got partial answers and "I'm working on it!" and "Don't worry!". I reached an apex where I knew I needed someone in charge of my accounting who would take leadership and help guide me. I reached out to three firms after vetting their Google Review profiles and Lonnie at Paramount Tax was one of them. She reached back out to me within 24 hours, and not only answered my questions but also flagged an immediate issue for me. She let me know that I would need to get an extension filed immediately, and even helped me prepare it BEFORE we even had a contract signed together. Since then, she has demonstrated amazing proactivity, tax knowledge, and a friendly demeanor that helps blunt the naturally stressful reality of tax and accounting for me. I've accepted that I am not good at it... and that's why I need someone like Lonnie connected with my business. Hers and her team's work help me sleep a little more peacefully knowing that my books and taxes aren't accruing penalties, and that we're on top of all the important stuff. I am so grateful for all of your help and partnership thus far and look forward to working together with her and her team onward into the future. Thanks Lonnie!
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Great experience. They were quick to respond, contacted the department of revenue on my behalf the same day to resolve some questions.
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I have personally done all my personal taxes by myself but as a small business owner in their first year, the idea of taking on the monumental task of tax season was very daunting. I had spent quite some time inquiring around and while I wasn't very late, I only had a few months left to submit my taxes. Thankfully, Lonnie was available and she contacted me back right away and responded to all my questions and quelled my concerns. I felt more confident navigating my business taxes after our call. Communicating and sharing my documents with her was all done online which makes everything easy and convenient. Response is always timely. I recommend Lonnie and am very happy to work with her again in the upcoming years.
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Lonnie Nguyen is an absolute pleasure to work with. She’s incredibly knowledgeable and savvy and she truly understands that every client’s situation is unique and works WITH them to achieve the tax planning goals they have. Lonnie takes the time to tailor her guidance accordingly, which makes a huge difference. She’s responsive, easy to communicate with and always answers when you reach out. Most importantly, she is someone I can confidently refer clients to knowing they’ll be well cared for. I highly recommend working with Lonnie if you want a skilled, reliable and personable tax professional!!!!
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Lonnie and the team at Paramount Tax & Accounting were incredibly helpful in navigating my tax season and providing much-needed clarity on my financials. Their expertise and patient approach made a complex process feel simple and stress-free.

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Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 firm in Kirkland. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Kirkland!

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