Coming Soon – Available January 1, 2024! The Clergy Tax Organizer will assist clergy in gathering and organizing their tax information to ensure the most accurate return. Each year we publish an organizer for clergy, which is designed to be used as a learning tool and reference guide. This organizer will assist you in gathering the information needed to prepare your current tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2023 Church & Clergy Tax Guide. Tax law in general is highly complex and ever-changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:

Bookkeeping for churches can be quite different than for-profit businesses, and the other guides available cover either QuickBooks or church accounting, not both. Lisa London, The Accountant Beside You, walks you through QuickBooks for your church from start to finish, always with examples, terminology, and understanding of what a busy church administrator needs to know in a clear, concise style.

The “Housing Allowance Exclusion” allows Clergy to exclude a portion of their income from Federal income tax in order to pay for housing. This results in less taxable income and less income tax. The “Housing Allowance Exclusion” is one of the biggest and best tax benefits currently available to Clergy, but it is also one of the most frequently misapplied.