Today's religious organizations face complex reporting requirements and specialized tax laws that can make operating extremely challenging. Our CPAs spend many hours each year staying abreast of the new regulations and current tax laws that will affect our churches, church schools, church daycare faith-based organizations. We work with religious organizations to help them to institutionalize their organization and allow the organization to prosper and grow.

Whether you need help with Form 990, state and local tax filing requirements, UBIT, intermediate sanctions, or planned giving and fundraising, we can help.

We Work with the Board of Elders to Address:

• Board Governance
• Creating accountability and transparency
• Maintaining Tax Exempt Status
• Limiting Liability and Legal Exposure
• Maintain sustainable Cash flow
• Designing Clergy Compensation and benefits packages
• Implementing integrated accounting systems that work seamlessly with database systems
• Testing and improving internal control structure
• Planning for the future based on changing demographics and culture
• Complying with UBIT and in an increasingly complex taxing environment
• Tax exempt planning concerning related entities
• Understanding the practical and legal realities of volunteer governance
• Overhead and Indirect Cost allocations

Our Services for Religious Organizations:

• Audit, review, and compilation of financial statements
• Tax filings, compliance and planning
• Outsourcing solutions for your accounting or finance department
• Financial Consulting and Retirement Plans*
• Capital expansion plans
• Workflow Studies
• Risk Assessments
• Employee benefit plan audits

          *Offered through Financial Strategies Group, LLC FINRA & SIPC

Our Approach

We work with you to assist you in strengthening your religious organization, institutionalizing it so that your organization can grow and prosper, deal with change, and comply with federal and state laws.

Our nonprofit CPAs and consultants have extensive experience working with many religious organizations. If you would like to schedule a free consultation to learn more about the tax preparation and tax planning services we offer churches and faith based organizations please feel free to contact us at info@millermusmar.com or call us for an appointment at 703-437-8877 to learn how we can help you.