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Email Strategic Tax & Advisory Services

Non-Profit Started And Managed

Let Us Help You Create
The Non-Profit of Your Dreams!

In order to setup and maintain your tax exempt status, your organization must meet very specific expense and income classifications. The IRS determines your eligibility with the following:

Yearly Income Statements – categorizing specific expense and revenue details such as donations, salaries, postage, rent, etc.

A Yearly Balance Sheet – including cash, accounts receivable and accounts payable.

Individual Program Expense Statements – detailing every expense for each program, service or seminar, including things like educational mailings.

Revenue Support Schedules – detailing charitable donations, membership fees, and investment interest.

As you can see, the way you set up your bookkeeping and accounting system is crucial to successful maintenance of non-profit status. Luckily, we can help you create the necessary bookkeeping systems and can even take care of filing the forms for you yearly.

Our non-profit services include…

  • Filing of your non-profit status application, initial start-up documentation, incorporation, FEIN, and payroll setup with federal and state agencies. For new non-profits, contact us for a list of items needed to apply for 501 (c)(3) status.
  • Reviewing and compilation of your financial statements.
  • Design, training and maintenance for your accounting system.
  • Payroll management and preparation.
  • Yearly filing of the necessary IRS tax forms.
  • Board training services regarding non-profit budgeting and management practices.
  • For Churches, we prepare the pastoral housing allowance and other required benefit documentations.

    Call our office (610) 285-9883 or send us a brief email with the form provided, and we will be in touch right away.

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    Strategic Tax & Advisory Services | 1100 N. Providence Road, Suite 100 Media, PA 19063 | (610) 285-9883
    Investment advisory services are offered through WealthWise Advisors, LLC -- a Pennsylvania Registered Investment Advisor
    © Copyright 2021 – Strategic Tax & Advisory Services – All Rights Reserved.

    • Home
    • About
      ▼
      • About Us
    • Services
      ▼
      • For Individuals
        ▼
        • College Financial Planning
        • Elder Care–Financial Care
        • Estate Planning Done Right
      • For Small Businesses
        ▼
        • “Hassle Free” QuickBooks Setup
        • “Reset” Your QuicksBooks
        • “Part Time CFO” Services (Membership Retainer Plans)
        • Accounting Done For You and Made Easy
        • Clear and Simple CashFlow Management
        • Internal Systems For Your Business
        • Non-Profit Started And Managed
        • Payroll Services Done Right
        • Plan For Your Succession
        • Quickbooks Services Made Easy
        • QuickBooks Training For You or Staff
        • Start A Business Smoothly
        • Strategic Business Coaching
      • Tax Services
        ▼
        • Tax Planning For Big Savings
        • Tax Preparation Done Right
      • Additional Services
    • Tools & Resources
      ▼
      • Financial Calculator Gallery
      • Refund Tracker
    • Contact Us
    • Blog