Clergy Tax Services

Due to the tax advantages enjoyed by clergy and the special rules that apply to those advantages, their income tax returns are quite complex. We have found that many tax practitioners and Internal Revenue Agents do not understand the tax rules for pastors and other clergymen and women. We have spent much time in the past few years helping our clergy clients clean up returns which were improperly prepared, and where necessary, working with the Internal Revenue Service to resolve problems. We also work with churches and other religious institutions to help them correctly handle ministerial payroll, housing allowances, and other items of compensation and fringe benefits.

For information about tax planning and compliance for clergy, click on the following link.
Clergy Tax Planning (pdf)

To view and/or print a form for calculating taxability of housing allowance, click on the following link.
Clergy Housing Allowance Form (pdf)