Post Office Box 72248
Clergy Tax Financial
Seasonal Financial Planning
Ministers sit in a unique seat when it comes to their tax-reporting requirements. As a dual-status taxpayer, ministers require proper tax handling of items pertaining particularly to them. Tax professionals should be aware that, in many cases, churches use volunteers to function as treasurers. Such volunteers, may be unfamiliar with tax law and the implications of tax treatment for items pertaining to their ministerial staff. Tax professionals, who learn the correct handling of ministers' taxes, set themselves apart from average tax preparers unskilled in this arena. For a complimentary consultation give us a call at (877) 336-2626.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
There's a lot of confusion around the new Tax Laws and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.