Ministers, clergy and chaplains

For over 50 years, we have specialized in the preparation of ministers’ tax returns. This is one of the most complex, confusing and conflicting areas of taxation. Along with the preparation of tax returns, it has become a passion of ours to educate both ministers and church treasurers in all areas, such as:

1. Types of Housing Allowance

2. Compensation/Fringe Benefits

3. Professional Expenses: Accountable Reimbursement Plan (ARP)

4. The Pastor as W-2 employee but self-employed for social security purposes

5. Medical Reimbursement Plans

6. Retirement Plans

7. Chaplain’s Housing

8. Evangelists/Missionaries

9. Common tax mistakes made by ministers

We work with many ministry clients in all areas to keep you compliant with tax laws but also to make use of all the tax benefits available to ministerial clients.

*Some reference material is used by permission, 2019 ECFA (Evangelical Council for Financial Accountability). Ministers Taxes Made Easy

Contact us for more information

Individual

We have over 50 years of experience preparing Individual tax returns …. Whether your tax status is …. Take a deep breath … Married filing jointly, married filing separately, Single, Head-of-Household, Widow, Widower, Student (claimed by your parent), or senior adult (you have a special form).. whew… we have you covered!!

If you only have W-2’s, that’s pretty simple! However, if you have children under 17, you may qualify for the Child Tax Credit. And Earned Income Credit is available, too, with or without children, depending on age and income.

If you received 1099(s), such as 1099-Int, 1099-Misc, 1009-R (Retirement), 1099-G (Government), and a new form this year, 1099-NEC (Non-Employee Compensation), we know what to do with these. Aren’t you glad?