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› Tax Preparation & Planning
› Consulting
› Premium Support Package (PSP)
› Church/Organizational Package
› Clergy Advantage 403(b) & Advanced Housing Allowance Strategies
› Workshops & Webinars
› Complete Nonprofit 501(c)(3) Setup
› Income Tax Reviews
Complete Services
We at Clergy Financial, Inc. specialize in optimizing ministers' unique tax benefits in a comprehensive plan.
This includes tax preparation to optimize your tax return, tax advantaged planning to maximize your potential and consulting to help you understand your best options.
Our service is known for and heavily involves retirement planning that preserves housing allowance benefits through out retirement. Especially, for those without a denominational plan.
Our professional team is so profiicient and specialized that we've earned the reputation as having the last word in Clergy Tax Matters. We have decades of experience and unparallelled expertise in clergy specific tax issues.
Our commitment is to improve the lives and financial futures of today's spiritual leaders and their families.
Our Specialized Clergy Services Include:
Clergy Advantage 403(b) Retirement Plan
Our specialists have developed a solution that allows all clergy to enjoy housing allowance benefits during retirement, even those who do not have a denominational plan.
Personal Tax Preparation and Planning
Our experts will optimize your return and educate you. Planning is an integral piece of our tax preparation service.
LLC, Partnership & Corporate Tax Returns
We provide the advantage of optimizing your business return by coordinating it with your personal tax return. You will know your best options.
Starting in the 2008 tax year all organizations will be required to file with the IRS.
Consulting
Our nationally recognized clergy tax professionals offer cutting edge expertise privately or in workshops and webinars
on topics of critical importance to today’s clergy. Inquire about our free workshops or call us to schedule one for your church or pastor's fellowship group.
Premium Support Package (PSP)
The PSP consulting package will optimize tax-planning
opportunities and cover contingencies as they arise. It includes audit protection and consultations for one low fee rather than hourly rates.
Church/Organizational Package
The CF Organizational Package is a great tool for those with five or more pastors on staff; or for churches/organizations experiencing
or anticipating change or growth who will require 6 or more hours of consultation. It also provides group discounts on tax preparation.
Advanced Housing Allowance Strategies for today and during retirement.
These are tried and true Strategies and our special area of expertise.
Most ministers don’t even realize all that's available to them. We especially emphasize how to implement practical applications using housing allowance strategies to attain your financial goals.
Educational Workshops
We provide free workshops and webinars about the unique tax and financial opportunities available
to clergy and religious organizations. Our professionals will help you optimize all of your benefits.
Complete Nonprofit 501(c)(3) Setup
We'll help you evaluate the benefits of and steps necessary
to set up and manage your nonprofit to attain your objectives. We'll help you evaluate the benefits and weigh any disadvantages.
Income Tax Reviews Individual and Business Returns:
A very affordable tool to make sure your tax strategy is sound. Our professionals typically save ministers $500 or more the first year
we prepare their personal taxes.
