Services for Faith Based Organizations

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What types of costs are "qualified housing costs"?  Can clergy change their housing allowance declaration during the course of the year?  What are our obligations if we provide the parsonage?  Need help answering these questions or others about housing allowance or parsonage, call us.

Church Pension Plans, as defined, can differ substantially from all other types of pension plans.  What are the requirements to have a pension plan meet the qualifications of a Church Pension Plan?  Are Church Pension Plans subject to ERISA and reporting requirements such as the filing of form 5500?  Contact us to learn more.

Payroll withholding requirements for clergy are unique to any other type of employee and probably the most misunderstood area of taxation for faith based organizations.  Do we withhold social security and medicare taxes?  What's the proper way to handle and report housing allowance?  What if we provide the parsonage?  Can clergy compensation be reported on form 1099-MISC?  Let us help.

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Examinations of churches are unique because the IRS is subject to special rules that limit their ability to perform such audits.  Does your organization meet the definition of a church?  Do you have an IRS notice that needs resolved?  Did the IRS follow the appropriate protocols as required by the Internal Revenue Service?

Faith based organizations are probably the most numerous sector of 501(C)(3) and have unique operating characteristics compared to other types of non-profit organizations.  As a result, we believe faith based organizations are best served , and receive the most value by meeting their audit, review or compilation needs using a CPA Firm highly experienced and knowledgeable about churches.  

Church accounting software is often unique to other types of non-profit accounting software and Quick Books.  Which church accounting software is right for your organization?  What are the costs and benefits of using church specific accounting software?  If your looking at adding, changing or just need support with your church accounting software call us to discuss how we can help.

If an audit, review or compilation doesn't seem like the right option to meet your needs, you may want to consider an agreed-upon procedures engagement.  In essence, agreed-upon procedures are just that, procedures that we agree to perform and then report the results of those procedures to you in a report.  For example, select 60 disbursements during a certain period and agree to the underlying support and ensure the disbursement was issued by authorized personnel.  These types of procedures often cost less than audits but get right to the issue at hand.