Broker Check

Clergy Tax Financial

(877) 336-2626
 
 
 

Agent Photo

The Unique Challenge of Clergy Tax and Financial Consulting

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. 

Send Us An Email







Thank you! Oops!

Recommended Content

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

Retirement Redefined

Around the country, attitudes about retirement are shifting.