We Have the Know-How to Establish and Maintain Tax-Exempt Status

Rely on Polk Group to set up your non-profit organization’s tax-exempt status in strict accordance with highly specific revenue and expense classifications established by the IRS. By building your accounting system around these classifications, we also help you maintain your organization’s tax-exempt status. We will:

  • Review and compile your financial statements;
  • Design, install and maintain your accounting system;
  • Prepare weekly, bi-weekly or monthly payroll;
  • Prepare and deposit payroll tax;
  • Help train your accounting personnel;
  • Complete and file your non-profit status application;
  • Help train your board regarding non-profit financial statement usage and effective budgeting practices;
  • Prepare and file the 990 and 990T tax forms; and
  • Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN) and set up payroll with federal and state agencies.
  • Churches: We prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers.

If you're starting a new not-for-profit organization, Polk Group will help you prepare your organization’s 501 (c) (3) application for tax-exempt status.

Ensure you're receiving the highest level of assurance with financial statement audits from Polk Group

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James Polk

CPA, Managing Member

James A. Polk, CPA, Managing Member, has more than 40 years of accounting experience in Georgia and Kentucky. After building a 35-professional practice in west Kentucky, he moved to Atlanta in 1985. He established his solo Atlanta practice in 1990 after serving as treasurer and CFO for a multi-state company.

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