Trew Tallies

Available services include:

• 990-series return preparation

  • 990 with required schedules

  • 990-EZ with required schedules

  • 990-N plus North Carolina Annual Financial Report

• Monthly bookkeeping

  • Transaction entry

  • Categorization by nature, purpose, and funder

  • Journal entries

  • Bank and other asset reconciliation

• Financial and managerial reporting

• Sales and use tax returns

• Claims for refund of sales and use tax

• Payroll tax returns

• Charitable solicitation license applications

• Restricted fund tracking

• Grant reporting