Clergy Tax Prep

Clergy Tax Prep
Clergy taxes are unlike any other. Most tax pros are unfamiliar with housing allowance rules and clergy self-employment tax obligations. If you rely on the tax pro down the block, or go it alone, you might end up with costly errors.
Our complete tax services are available to clergy and missionaries, active and retired, overseas and stateside.
We will provide:
- Tax preparation in all states.
- Annual review touching on planning topics that interest you, such as home purchase, retirement planning, saving for college, accountable reimbursement plans, etc.
- Problem resolution and representation before the IRS and state tax authorities.
- Strategies for maximizing your deductions and minimizing your tax liability
Basic returns start at $500 and include Federal and one state return, 2 W2s, Clergy Schedule C, Clergy SE, simple interest and dividends, pensions, Earned Income Credit, Higher Education Credits, etc.
Additional fees apply for multiple states, complex investment income, real estate rentals, K-1s, local income tax returns.
Year-Round Clergy Tax
Planning
Proactive planning and strategies implemented
Full Church Payroll and Clergy Tax Service
Relieving your Treasurer's biggest headache
Tax Relief and
Resolution
Your advocate when tax problems seem insurmountable
Book a call now!
If you need help navigating uncertain financial territory, or need someone to hold the ropes while you tend to your highest and most valuable tasks, let’s talk.