Committed Clergy Tax Experts

Ask our friends & clients to describe our team. Most would call them, “clergy tax experts” or “specialists.”  But you’d also hear things like, “caring, committed and even, amazing.” You’d hear stories about how much money they’ve saved or how they were able to plan for retirement a lot easier and quicker than they ever expected. Our advisors not only understand what’s available to clergy taxes, but that they truly care about what’s best for their clients.

Whether your situation calls for a CPA, an Enrolled Agent, a CFP or a Retirement Specialist, we’ve got you covered. That’s why we’re able to provide the most specialized and comprehensive advice for every area of your financial plan.

Steve Merriman

Steve Merriman

CEO and Enrolled Agent
Steve has personally overseen the preparation of more than 80,000 clergy tax returns and represented 1500 pastors in IRS proceedings. Steve has unparalleled expertise in "all things clergy tax"...
Sherrye

Sherrye Merriman

CFO
It can be said that Clergy Advantage’s development is directly attributable to Sherrye and her father’s need for answers to clergy tax questions almost 40 years ago. Since actively becoming...
Zan

Zan Pensack-Rinehart

CFP
Zan specializes in coordinating tax planning, retirement planning and financial consulting for ministers. He graduated with a degree in accounting and economics from Muhlenberg College in Allentown, Pennsylvania...
Cheryl Hemphill

Cheryl Hemphill

Enrolled Agent
Cheryl graduated Cum Laude from Geneva College in western Pennsylvania with a degree in Business Administration and has earned the status of Enrolled Agent. Her meticulous attention to the individual needs...
Chuck

Chuck Trimble

CPA
Chuck graduated with a BBA in Accounting in 1976 from Texas Christian University in Fort Worth. He sold his very successful CPA Practice in Wylie, TX to relocate near his extended family in Colorado...
Myron

Myron Berg

Enrolled Agent
Myron Berg, EA, is a veteran accountant with 47 years of tax preparation under his belt. We like to say that, “Myron wears well.” He’s a native of Minneapolis, MN but completed his tax education at...
JoAnn Smith

JoAnn Smith

CPA
JoAnn Smith, CPA, JoAnn graduated from Geneva College in PA in 1992 and began her career with a Colorado CPA firm. Eventually, she opened her own business, as an accountant, tax preparer and bookkeeper. Her husband David, is a graduate of the Reformed Presbyterian Theological Seminary...
Thea

Thea Jensen

Enrolled Agent
Thea graduated with a degree in English Communications from Trinity International University in Chicago. She is the daughter of a pastor and now a devoted pastor’s wife. She has been married to her husband, Brad, for almost 2 decades and has served alongside him in ministry both in Iowa and Colorado. They are both passionate about...
Photo of Bebe

Bebe Trimble

CPA
Bebe graduated from Baylor University in 1989 with a degree in math education. She worked as a math teacher at Plano Senior High School in Texas until 1996 when she began working as a tax preparer in personal, clergy and business tax returns. In 2001 she and her husband relocated to Colorado. Her husband, Paul, is the Lead Pastor of Bent Tree Church...

Nichole Watts

Tax Advisor
Nichole graduated Magna Cum Laude from Kaplan University in 2013 with an accounting degree. Her attention to detail, love of accounting, and passion for helping those who serve in ministry be more successful makes her a wonderful resource for ministers. Having been a volunteer church treasurer and finance team member...

Ken Alexander

Tax Advisor
Ken has twenty years of experience financial services operations, including accounting and tax reporting. He approaches his work with focus on customer needs and finding solutions. He earned a bachelor’s degree in organizational management from Colorado Christian University and recently a master of finance degree from CSU Global. Ken and his wife stay busy raising...

Mary Hoeger-Volz

Tax Advisor
Following graduation in 1990 with a B.S. in Accounting from CU - Boulder, Mary worked as a CPA in the tax department of Deloitte & Touche, Denver. She moved to annual tax season work after her three children were born, along with bookkeeping year round for churches and synagogues. Mary grew up in a family which included 15 pastors and missionaries...
Ben Schmitt

Benjamin (Ben) Schmitt

Enrolled Agent
Benjamin (Ben) Schmitt graduated summa cum laude from Colorado State University with a BS in Biochemistry and a Minor in Spanish. After finishing his coursework requirements for an MA in Linguistics from the University of North Dakota he realized that his strong analytical and problem-solving skills necessary for clergy tax preparation were a perfect fit... View Article