Clergy Tax Help from Someone Who Actually Gets It
Targeted guidance for the most complex tax situation in any profession
Most tax professionals see one or two pastoral returns each year—if that. Even experienced CPAs routinely miss clergy-specific strategies simply because ministerial taxation is genuinely unique: dual tax status, housing allowance exclusions, SECA calculations, self-employment treatment for Social Security but employee treatment for income tax...
You deserve someone who specializes in this.
The Real Problem
You've probably heard that pastoral tax preparation is expensive. But here's the real issue: most tax preparers don't understand how ministers are taxed.
The IRS treats you differently than everyone else. You're simultaneously self-employed AND an employee. Your housing allowance creates opportunities and compliance risks that most CPAs have never encountered. Your retirement plan has rules that don't apply to anyone else.
When your tax preparer doesn't understand your situation, you face the worst of both worlds: you pay professional fees AND take on the risk of errors.
Generic Tax Preparers
Due to clergy tax complexity, CPAs charge premium prices for pastoral returns—often without understanding clergy-specific rules. They see your W-2 and 1099, scratch their heads at your housing allowance, and do their best. Sometimes they get it right. Often they don't.
Going It Alone
You're capable of managing your own finances. But pastoral taxes? Housing allowance exclusions, SECA calculations, dual-status income—suddenly you're second-guessing every entry in TurboTax.
You shouldn't have to choose between uninformed help and no help at all.
Pastor Tax Review
Whether you file your own taxes or work with a CPA, how confident are you that your return is being handled correctly? Clergy taxation is complex enough that even experienced professionals miss things—simply because they see so few pastoral returns.
This is a specialist second opinion. I'll analyze your return for errors, missed deductions, and long-range optimization strategies available only to ministers.
What you receive:
Professional tax analysis using advanced tax planning software
Comprehensive housing allowance review
Personalized video walkthrough (5-10 minutes) explaining findings
Written optimization report with specific action steps
Email support for follow-up questions
Ideal for pastors who:
File their own taxes and want expert validation
Use a CPA but aren't certain they understand clergy rules
Want to identify optimization opportunities they might be missing
Are concerned they may have been making mistakes for years
Timeline: Submit your most recent return and current documents → Receive your personalized report within 10 business days
Upgrade path: Your Tax Review fee applies toward full-service tax preparation if you decide to upgrade within 30 days.
$150 (after discount)A clergy tax specialist's eyes on your return
Pastor Tax Mastery Training
You want to handle your own taxes confidently—but you'd like an expert walking you through the process the first time. This is hands-on training where you file your actual return with a clergy tax specialist guiding you in real time.
What you receive:
45-minute live training session via screen share
You operate your tax software (TurboTax or TaxSlayer) while I guide you through clergy-specific entries
Recording of your session to reference in future years
Quick reference guide for pastoral tax filing (customized to your software)
Email support throughout filing season
Ideal for pastors who:
Want to learn how to file correctly, not just get it done
Prefer interactive, hands-on learning
Value understanding the "why" behind each entry
Want long-term independence from professional preparers
How it works:
Schedule your session and submit your tax documents
Set up your tax software before our call
Work through your actual return together (45 minutes, most complete in one session)
File with confidence—and keep the recording for next year
Complex situations may benefit from a follow-up session ($150) to help ensure accuracy.
$295 (Early bird pricing $245 through January 31, 2026)Learn to file your pastoral taxes with hands-on guidance
Starting at $525
Hand it off to a clergy tax specialist
Full-Service Tax Preparation
You'd rather not be involved in the details. You want someone who truly understands ministerial taxation to handle everything—and get it right the first time.
I maintain a boutique tax practice, limited to 25 clients annually. This keeps me current with tax law changes, sharp on practical strategies, and deeply familiar with the challenges pastors face every filing season.
Pricing:
Standard Return: $525 (digital delivery) / $600 (full-service mailing)
Complex Return: $825 (digital delivery) / $900 (full-service mailing)
Additional fees may apply for extensions, amendments, or additional forms
What's included:
Complete tax preparation by a licensed preparer who specializes in clergy
Housing allowance optimization and compliance review
SECA strategy evaluation
Year-round access for tax questions
Proactive planning recommendations for the following year
Ideal for pastors who:
Prefer to delegate tax preparation entirely
Have complex situations (multiple income streams, multi-state, significant 1099 income)
Want the peace of mind of working with a specialist year after year
Value having a trusted professional relationship for ongoing tax questions
Limited availability: I cap my tax practice at 25 clients to help ensure every return receives thorough attention. Spots typically fill by early February.
Specialized Clergy Tax Support—At the Level You Need
I offer three levels of support for pastors navigating their unique tax situation. Each provides access to clergy-specific service; the difference is how involved you want to be.
Choose the Level of Support That Fits Your Needs and Budget:
The Solution:
Get a Discount Code in Your Email
I'll send you everything you need to know about the Pastor Tax Review, plus a limited-time discount code. No spam, just helpful info.
Important Pricing Details
For Tax Review and Tax Mastery Training: Service fees cover professional analysis and guidance. You're responsible for:
Tax filing software fees (TaxSlayer Classic ~$91 total or TurboTax Deluxe ~$143 total)
Any additional filing or software upgrade fees
This keeps services affordable while giving you flexibility in software choice.
Upgrade Policy: Tax Review fee ($150) applies toward Full-Service Prep if you upgrade within 30 days.
Common Questions
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If you want a specialist to check your work (whether you file yourself or use a CPA), start with the Tax Review. If you want to learn to file correctly with hands-on guidance, choose Tax Mastery Training. If you'd rather hand it off entirely, apply for Full-Service Prep.
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Often, yes. Most CPAs are excellent at general tax preparation, but clergy taxation is genuinely unique. I've reviewed returns from experienced CPAs and found significant errors or missed opportunities simply because they see so few minister returns. Think of it as a specialist consultation.
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That's exactly why full-service preparation exists. During a Tax Review, if I determine your situation would benefit from professional preparation, I'll tell you honestly—and your $150 fee applies toward full-service if you'd like to upgrade.
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You're not alone—this is the most common concern I hear. The Tax Review will identify any issues and provide a clear plan to address them. In three years of reviews, I've found opportunities for nearly every pastor I've worked with. If your prior returns have significant errors, I can help you understand your options for amendments.
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Generic tax education (including most church financial workshops) doesn't address your unique situation. I focus exclusively on ministerial taxation: dual tax status, housing allowance optimization, SECA strategies, 403(b)(9) retirement plans. This is all I do.
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For Tax Review and Tax Mastery Training, no—you're responsible for your own tax software. For Full-Service Prep, yes—everything is included in the quoted price.
For Denominational Leaders
Looking to provide financial wellness support across your pastoral network? I partner with denominations, districts, and conferences to deliver clergy-specific financial education at scale.
Ready to File with Confidence?
Choose Your Level of Support:
Pastor Tax Review - $150 (after discount)
Second opinion and strategic look at your tax return
Pastor Tax Mastery Training - $245 (early bird)
Hands-on guidance to file with confidence
Full-Service Tax Preparation - Starting at $525
Limited availability