Clergy taxation is our calling.
Many firms claim to work with clergy. We focus on clergy — with an interest and passion for ministry taxation that cannot be equaled.
Reassurance, not scare tactics.
Your taxes are more complex than most — but we won’t scare you into thinking an audit is looming. You want reassurance that the job is done right, by people you trust.
Ministers live under one of the most unusual sets of rules in the tax code: employees for income tax, self-employed for Social Security, with housing allowances, accountable plans and church reporting requirements on top. We understand the complexity of your circumstances — and we enjoy it.
Geography is not an issue. We serve clergy clients as far away as Alaska and Arizona. Put us to work for you!
You can count on him to research questions which are new, to ask good probing questions, and to ensure that the client’s best interests are being served. Roger exhibits a welcome resonance between his professional approach to taxes and the integrity of being a disciple of Jesus Christ. He is a “pastor” to pastors; doing taxes is his ministry.The Rev. Dr. Winston D. & May Burt PersaudDubuque, IA
Services for ministers & congregations
Housing Allowance
Planning, designation and documentation of your parsonage or housing allowance to maximize the exclusion.
SE Tax & Estimates
Dual-status guidance, quarterly estimated payments and withholding strategies so April holds no surprises.
Clergy Tax Returns
Accurate preparation of federal and state returns, including accountable plan and business expense reporting.
Church Planning & Advising
Anxious about your church’s finances? We analyze your goals and help organize your church’s financial future.
Compensation Packages
Help boards structure pastor compensation — salary, housing, benefits and reimbursements — the right way.
Nationwide Service
Secure document upload and phone consultations let us serve ministers wherever God has called them.
Why ministers choose us
- Professional work done by a CPA firm
- Planning to save your tax dollars using tax code provisions
- Passion for your profession
- Knowledge of the complexity of your circumstances
- Intellectual curiosity for current laws and research
- A wide geographic range of clients — we can work with you no matter the distance
- A track record of satisfied clients
Clergy Housing & Business Expenses Worksheet
Use our worksheet to track housing costs and ministry expenses throughout the year — it makes tax time faster and helps ensure nothing is missed.
“Clergy & the I.R.S.” Seminar
Roger’s seminar for pastors, church boards and denominational leaders. Contact us to bring it to your conference or congregation.
Let’s take taxes off your mind.
Schedule a no-pressure conversation with our team — in person in Dubuque or by phone from anywhere.