Clergy Tax Preparation

church and the clergy praying on background

Clergy.Tax has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted conveniently and securely via e-mail, mail or phone - whichever is most easiest for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

We complete most returns by mail, with phone interviews from the comfort of your home or office.

You'll enjoy the convenience, but more important, the quality. We don't rush you through a tax interview and we don't mail out returns the same day. This gives both you and your tax preparer time to think about the return, resulting in a better return.

You need a tax advisor who not only ensures you’ve complied with the law, but who can help you claim valuable deductions and credits you may have never suspected. Our firm goes out of its way to reduce the burden of paying taxes for all of our clients. We work with you year-round as needed to plan a strategy that will minimize your total tax burden.

Individual Taxes

We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.

Corporate and Partnership Taxes

Careful tax planning is the most essential step in preparing our clients’ income taxes, and by minimizing taxes we strive to improve our clients' profitability. Whether you are established or just starting, we will find the best possible strategies for reducing your tax liability within the limits of the law

Estate, Gift And Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift, and trust tax returns. We endeavor at all times to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We are also available to advise you in your estate planning needs, including business succession plans and gifting strategies.

Exempt Organization Returns

The Federal Form 990 has gotten increasingly complex, and government scrutiny of charitable organizations gets tougher each year. The solution is to do everything right. We will complete your Form 990 and advise you on the best practices to keep your organization doing what it does best.

Thank you for allowing us to be of service.

Take the stress out of tax time

Clergy Tax Preparation