Broker Check

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.

<strong>Clergy Tax Services&#160;</strong>

Clergy Tax Services 

We create financial strategies tailored to your goals.

Learn more
<strong>Clergy&#160;Tax Consultations&#160;</strong>

Clergy Tax Consultations 

Years of experience have prepared us to guide you through life's transitions.

Learn more
<strong>CTF Team</strong>

CTF Team

We believe values matter, and we live by ours every day.

Learn more
<strong>Retirement Plans</strong>

Retirement Plans

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Our Mission

Learn more

Still Unsure? We Can Help.

Thank you!
Oops!