How to Correct Your Social Security Records

The Social Security Administration (SSA) automatically sends annual statements to workers and former workers. Taxpayers can also request statements at other times by completing Form SSA-7004, Request for Social Security Statement by calling 1-800-772-1213. All taxpayers should review their statements carefully. Any errors can be reported and corrected more easily the sooner they are found. …

Read More
How should employee files be organized?

We recommend having five separate files for each employee, as outlined below: I-9 file: Keep all Form I-9s in a separate master file or three-ring binder. Medical file: This file should contain everything related to an employee’s medical history, including health insurance enrollment forms. It’s important to separate this file because you cannot legally base…

Read More
Minister’s Spouse & Family Travel Expenses

During the summer months, ministers and their families often travel together. Sometimes a minister is able to combine a trip that is partially for vacation, and partially for a legitimate business purpose, such as attending a ministry-related conference or seminar. As long as the portion of the travel that is legitimately for business purposes is…

Read More
REQUEST INFORMATION

Complete the request form and a clergy tax, payroll or HR advisor will contact you

Click Here