Non-Profit Organization Tax & Accounting Services

Spend more time focusing on your mission, not your money.

Don’t waste time managing things you don’t have to. Our team handles the major financial components in your organization, so you can focus on what you do best— helping to make the world a better place.

Non-Profit Services

Tax Compliance

To maintain your nonprofit’s certified 501(c)(3) status, you’ll need to be in compliance with all federal and local regulations. This includes obtaining any applicable licenses, filing employee compensation documents, and submitting your annual report. Any mistakes could threaten your standing or lead to hefty fees.

At Lloyd and Hodge, we’re happy to help you make sure that your nonprofit organization is fully compliant. You can count on us for exemption documentation, license renewals, disclosure statements, DBA and registered agent maintenance, and more.

Monthly Accounting

No profit doesn’t mean no expenses. To prepare an accurate annual report and maintain your 501(c)(3) status, you’ll need to thoroughly document your income, donations, and operating costs. Keep track of charitable contributions to your organization, employee compensation, and monthly expenses with Lloyd and Hodge. We’ll show you how to efficiently manage your nonprofit’s finances so you can fulfill your mission.

Application for Tax Exempt Status

Ready to make your nonprofit organization official? The application for tax-exempt status can be a long, cumbersome process. You’ll need detailed activity proposals, a financial plan, registered agents, and much more. Any missing paperwork or inaccurate statements can delay the process or cause the IRS to deny your application.

Get it right the first time with expert guidance from Lloyd and Hodge. We’ve helped hundreds of organizations achieve their tax-exempt status, and we can help you obtain yours quickly and easily.

Fixed-Cost Packages for All Your Needs

Tailored for Non Profits

New Business Incubator

Everything you need— from concept to reality.

Business Bundle

The financial support you need, all in one place.

Accounting Success

Deeper insights. Faster growth.

Personal Success

Everything you need to reach your goals faster.

no office visits required

We Can Work with You Remotely!

We use the latest in technology and security so we can handle your accounts remotely without ever needing to make a trip to our office!