Expert Clergy Tax Preparation
At Clergy Tax Service, we specialize in preparing tax returns for ministers and religious professionals. Our certified CPA understands the unique financial landscape of clergy, ensuring every deduction is maximized and every form is filed correctly.
We handle the complexities so you can focus on your ministry. Our process is thorough, personalized, and designed specifically for your needs.
Personalized Tax Return Preparation
We prepare your federal and state returns with meticulous attention to your specific income sources, donations, and clergy-related expenses.
Form 1040 with Schedule SE
Accurate handling of your primary tax return, including the critical Schedule SE for self-employment tax, which applies to many clergy members.
Maximizing Clergy Housing Allowance
Strategic optimization of your housing allowance or parsonage utility benefits, one of the most significant tax advantages available to clergy.
State & Federal Filing
Complete preparation and filing for both California state and federal returns, ensuring full compliance and avoiding penalties.
Ready for Accurate, Stress-Free Filing?
Get specialized help from a CPA who understands ministry finances.
Call (858) 505-9831
Our San Diego Office
Address: 3914 Murphy Canyon Rd. Ste A161, San Diego, CA 92123
Serving: San Diego & Kearny Mesa
Proactive Tax Planning for Your Ministry
Move beyond annual filing. Our specialized consultation services provide year-round strategic guidance tailored to the unique financial landscape of clergy and religious professionals.
Year-Round Tax Advice
Get ongoing support and strategic advice to make informed financial decisions throughout the year, not just at tax time.
Planning for Parsonage & Utilities
Expert guidance on properly documenting, calculating, and optimizing your housing allowance and related utility deductions for maximum benefit.
Retirement Planning for Clergy
Navigate the complexities of clergy retirement plans, including housing allowance in retirement and denominational pension systems.
Denomination-Specific Guidance
Receive advice that understands the specific tax rules, reporting requirements, and benefit structures of your religious organization.
Schedule a personalized consultation with our certified CPA to develop a proactive tax strategy that supports your ministry and personal financial goals.
Expert IRS Audit Defense for Clergy
An IRS audit can be a daunting experience, especially for clergy with unique tax situations. At Clergy Tax Service, we provide specialized representation and support to protect your interests and ensure a professional, confidential resolution.
Representation During IRS Audits
We act as your authorized representative, handling all communication with the IRS on your behalf, so you can focus on your ministry.
Document Preparation & Support
We meticulously organize and prepare all necessary financial records, receipts, and clergy-specific documentation required for your audit.
Minimizing Penalties & Interest
Our expertise in clergy tax law helps us negotiate effectively to reduce or eliminate potential penalties and accrued interest.
Confidential & Professional Handling
Your situation is handled with the utmost discretion and professionalism, ensuring your peace of mind throughout the process.
Need immediate assistance? Don't face the IRS alone. Our certified CPA specializes in the unique audit challenges faced by ministers and religious professionals in San Diego.
Ready for Expert Clergy Tax Help?
Take the first step toward accurate, compliant tax preparation with a free, no-obligation consultation. Our specialized CPA is here to serve your unique needs.
Free Initial Consultation
Discuss your tax situation with our CPA. No pressure, just expert guidance tailored for clergy.
No Obligation Quote
Receive a clear, upfront estimate for your tax preparation services. No hidden fees.
Personalized Service Guarantee
Your dedicated CPA ensures accuracy and maximizes your clergy-specific deductions.
Call now to schedule your consultation. We serve clergy in San Diego and Kearny Mesa.
Call to Start Your Tax Preparation