Most CPAs are excellent at general tax preparation—but clergy taxation is genuinely unique. Even experienced CPAs often miss clergy-specific opportunities simply because they see so few minister returns each year.

Think of this as getting a second opinion from a specialist. If your CPA is getting everything right, I'll confirm that and you'll have peace of mind. If they're missing something (which happens in the vast majority of returns I review), you'll know what to fix.

Plus, I’m not just looking for errors and audit red flags—I’m also thinking strategically about your long-term planning opportunities as well. Most CPAs don’t have that paradigm.

Either way, you'll finally have confidence that someone who specializes in clergy taxation has looked at your situation. That's worth $95.

Then you get peace of mind knowing your taxes are optimized—and that's valuable! You can stop worrying and file with confidence going forward.

That said, in three years of doing this, I've found optimization opportunities in the vast majority of returns. Clergy taxation is complex enough that there's almost always something to improve—even on returns prepared by professionals.

First, don't panic. Most issues I find are simple mistakes that can be fixed going forward. You just adjust how you file next year.

If I find something that requires amending a previous return, I'll walk you through exactly what to do. Amended returns are straightforward, and the IRS is generally understanding when mistakes are corrected voluntarily.

The worst thing you can do is NOT know about an issue. Once you know, you can fix it—and that's much better than being surprised by an IRS letter down the road.

After you purchase, you'll receive an email with an intake form and a secure upload link. Your information is transmitted securely and safely.

I'm a licensed tax preparer (CTEC ID A343003), which means I'm legally required to keep your information confidential. Your tax documents are safe with me, and I will never share them with anyone without your explicit permission or a court order.

Most reviews are completed within 48 hours of receiving your tax return. If for some reason I can’t get it to you within 7 days, you’ll be notified promptly.

You'll receive an email when your personalized video review is ready. The video will walk through your return screen-by-screen, explaining everything in plain English—not confusing tax jargon.

Just reply to any email from me and I'll answer your questions—either by email or with a quick follow-up video if it needs more explanation.

If you want hands-on help implementing what I found, I also offer tax filing training and ongoing financial coaching. But there's no obligation—the review gives you everything you need to take action on your own if you prefer.

Absolutely! Bivocational pastors actually have MORE complexity to navigate—W-2 income, 1099 ministry income, housing allowances, multiple tax situations. That's exactly when you need a specialist to make sure everything is handled correctly.

Your situation isn't too complicated. It's exactly what I specialize in.

Here's how to think about it:

The basic tax review will catch many housing allowance issues I see on your return and tell you if something looks wrong.

However, the housing allowance audit is a deep dive where I:

• Calculate your maximum allowable housing allowance

• Review your documentation to ensure IRS compliance

• Point out any payroll errors I see from your church

• Create a multi-year optimization strategy

• Give you templates for your church records

Most pastors who add the housing allowance find additional savings—but more importantly, they have confidence they're handling the single biggest tax advantage pastors have correctly.

If housing allowance is a source of anxiety for you, the bundle is worth it.

The review works best if you've already filed (so I can see what was actually submitted). But if you haven't filed yet and tax season is approaching, I can review your draft return or last year's return to give you guidance before you file.

All of them! Baptist, Methodist, Presbyterian, non-denominational, Pentecostal, Lutheran, Catholic, and more. I also work with chaplains, missionaries, and other ministry professionals.

The tax rules are complex regardless of your denomination, and my goal is to help every pastor navigate them successfully.