Clergy Tax Preparation from ChurchShield
Clergy Tax Professionals with Over 20 Years of Experience
Clergy Tax Preparation at a Glance
- ChurchShield specializes in clergy-specific tax preparation, offering expertise in ministerial compensation benefits like parsonage/housing allowances and SECA calculations.
- We focus on building long-term relationships (15+ years with many clients) to better understand each family’s unique situation and to help optimize their tax benefits.
- Our services cover comprehensive tax needs including individual returns, business returns, exemption organization Form 990 preparation, and future tax planning for clergy professionals.
Tax and Consulting Services
Our clergy tax professionals are well-versed in tax law to ensure your return is prepared accurately while leveraging the available ministerial tax benefits. As opposed to assembly line tax firms that are volume-based and prepare a wide array of individual or corporate returns, our tax filing for ministers takes a more specialized approach.
As part of our clergy tax preparation services, we strive to develop long-term personal relationships with our clients, as well as make sure we understand their specific tax situations. In fact, many of our ministerial tax clients have been with us for over 15+ years and we’re proud to have these long-term relationships with them. It’s because of these relationships that we get to understand their different ministries and family situations and the specific exclusions and benefits applicable to them, allowing us to assist with their planning goals.
What’s Involved in Our Church Tax Preparation Services
At ChurchShield, we have expertise that spans a complete range of ministerial-related tax situations, and we’ve worked with clients all across the country. Simply put, we’ve seen just about everything, and we know how to help. That’s why we’re happy to work with you, no matter what circumstances you find yourself in, and would consider it a privilege to serve you with whatever your clergy tax preparation needs might be.
Our professional church tax preparation services include:
- Individual tax return preparation (federal and state)
- Assistance with ministerial and pastoral benefits such as calculations of parsonage, housing, auto, insurance, SECA, and other benefits
- Review of outside income, honorariums, royalties, and more with tax planning and recommendations related to such
- Assistance with quarterly estimated tax payments, if applicable
- Individual tax estimators and calculators to avoid interest, penalties, and fees
- IRS tax filings, notices, letters, and audit assistance
- Tax review and consulting
- Future tax planning
- IRS Form 990 preparation for independent ministries and 501(c)(3) nonprofit organizations
Benefits of Working with the ChurchShield Team
Choosing a tax preparer who specializes in clergy tax preparation services is incredibly important to ensure that your return is filed correctly, complying with a variety of state and federal tax regulations.
When you are selecting a team to assist with your housing allowance or Social Security Tax Exemption, you want a group of experts who are trustworthy and skilled. At ChurchShield, we can confidently say we possess both qualities and more, and we want your tax returns to be continuously handled with care.
Beyond clergy tax preparation, we also have expertise in accounting, payroll and HR, compliance, and insurance. So, no matter the service you’re looking for, we are your fully outsourced clergy tax professionals that keep you Free to Minister.
CONTACT OUR CLERGY TAX PROFESSIONALS TODAY!
Our team of clergy tax accountants is happy to guide you through tax law and help you make the right decisions regarding income, housing allowance, retirement planning, and more.
Be sure to contact us today for more information!
About the Author
Ryan Foust
Ryan currently serves as ChurchShield’s Operations Manager, overseeing the staff and the day-to-day operations of the firm. Ryan also helps lead the tax, accounting, and audit departments; working not only on the projects within these departments, but also with the managers of these departments to come up with innovative ways to serve our clients. Ryan graduated with honors from Anderson University with a degree in accounting and economics. He also serves on the board of a campus ministry in Charlotte and lends his expertise to a variety of local nonprofits.