🕌 Religious Organizations Accounting & Tax Services

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We understand the unique financial framework of religious entities and offer tailored solutions:

• Fund accounting and donation tracking (restricted vs. unrestricted funds)
   
• Monthly bookkeeping and financial statement preparation (Balance Sheet, P&L, Statement of Activities)
   
• Budget planning, internal controls, and cash handling procedures
   
• Accounting system setup in QuickBooks Online or Desktop for nonprofit use
   
• Payroll and housing allowance tracking for clergy and staff

Religious organizations enjoy special tax treatment — but also strict reporting responsibilities. We help ensure ongoing compliance by providing:

• Preparation and filing of Form 990, 990-EZ, or 990-N (as applicable)
   
• Form 1023 or 1024 preparation for tax-exempt recognition
   
• Clergy housing allowance and payroll tax advisory
   
• State and federal sales tax exemption support
   
• Unrelated Business Income (UBI) analysis and reporting
   
• Donor acknowledgment letters and contribution substantiation compliance

Our firm goes beyond compliance — we help faith-based leaders manage their resources responsibly:

• Development of board policies and financial controls
   
• Grant tracking and restricted fund management
   
• Advisory for international charitable disbursements and expenditure responsibility
   
• Training for treasurers and volunteer finance committees
   
• Budget-to-actual and donor reporting dashboards