Non-Profit:

Set Up and Use Your 501c3 Tax Exempt Status

Save money and learn how to properly set up and manage your tax-exempt status 501(c)(3).  Discover strategies that will help you use your non-profit for full tax advantages. Most people pay far too much tax outside their organization and don’t know what opportunities are available to reduce tax liability. You’ll learn how to qualify for housing allowance and retirement status, and we’ll also prepare and file your annual 990 tax return if applicable.   Our free consultation will provide what you should know to make good and informed choices.

Clergy Advantage® has successfully obtained IRS Exempt Status for over 800 churches and organizations. We’ll walk you through your application process to help you qualify for tax-exempt status and tax-deductible donations based on the right criteria.

Call today for a free initial consultation where you’ll learn:

  • If your organization will qualify for IRS Tax exempt status
  • How much it will cost
  • The complete time line
  • The four phases of the application process

(This free consultation is Not available January through April 15)

For your complete clergy tax and financial planning needs or clergy tax preparation, be sure to discover the rest of our website. Discover common costly mistakes by reading articles and blogs on our clergy tax guide page or attending our ongoing clergy tax webinars.

Not utilizing all of your tax benefits could be costing you thousands of dollars in unnecessary taxes every year. Don’t be a tax casualty and  keep your housing allowance benefits for life.    Transform the way you use your tax benefits. Attend our free, “Tax Free Money for Ministers” and “Don’t Let Ministry Expenses Eat Your Lunch.”

By breaking the puzzle into three main categories and fitting them into a practical and complete plan, you’re likely to see huge savings right away.   Learn how to maximize the critical, “Tax Biggies” and 90% of your tax puzzle is solved:

  1. Housing Allowance
  2. Maintaining Housing Allowance Benefits FOR LIFE & using the right retirement plan
  3. Understanding Ministry Expenses and the Accountable Plan

Using your housing allowance effectively requires much more than  knowing what you can & can’t deduct. Understand three basic principles before setting your housing allowance for the year.  Learn effective strategies for special circumstances like, buying or selling a house to create even more tax deductions.

Keep your housing allowance benefits when you retire. Even if you never plan to retire, you can have the tax free stream of income for life. The wrong kind of retirement plan can cost you your housing allowance benefits and tens of thousands of dollars over the years.  There are unique tax strategies available to pastors, and there are unique financial strategies available as well.

Ministerial Expenses are a huge area of tax losses for ministers without an Accountable plan. If your Accountable Plan isn’t set up and implemented properly, you ARE LOSING significant deductions every year. Discover a host of frequently overlooked deductions AND reduce your audit risk enormously.  If you’re a typical pastor, you could be adding hundreds or even thousands to your income every year.  You’ll have everything you need to present to your board,  implement and budget an Accountable Plan.