Clergy taxes are incredibly unique in a complex tax system, so it can be hard to find a tax preparer who actually understands how they work. I’m always getting requests for referrals, so I turned to my readers for help. These are the tax preparers that my readers have recommended. I have not personally worked with any of them and have done no research or due diligence, but they each have at least one happy pastor client.
- Bret Willoughby, CPA
- Yahr Income Tax
- Vingroup
- Stewardship Services Foundation
- StartChurch
- Clergy Advantage
- Witmer Wood Tax Consultants
- Master Plan Tax Services
- Clergy Financial Resources
- Connie Buskhol, CPA
- Keller & Owens
- Wooten CPA
- Leeanne Stilley, Senior Tax Specialist (H&R Block), leeannepstilley at gmail dot com
- CrossTribe Advisory
- For Missionaries: Wacek & Associates
The only way to get on this list is to be referred by a client. If you are a tax preparer that wants to be on this list, have one of your clients reach out to me. Also, if you reach out to someone on the list and find that they are no longer serving pastors, please let me know and I will update it.
7 Responses
Penny Dollar
January 19, 2023My husband always gathered our tax info that we took to a preparer. He passed away in Nov and I now have to do this. We are both retired clergy. This article will be helpful for me. Thank you.
David Rutledge
January 19, 2023From BJ WORTH WEBSITE
Update on Beverly Worth and Worth Financial:
September 19, 2022
Beverly has passed, we are in the process of closing and eventually will close the website.
Under the tab “Free Checklist and Worksheet” – we have placed a list of tax preparers that have been taught by Beverly, they are willing to take new clients.
There will not be a 2022 Edition of “Worth’s Income Tax Guide for Ministers”: We are working with a friend of Beverly’s who can continue the minister tax guide writing but under a different name. The supplies and worksheets might be continued but that is TBD.
If you don’t have a recent edition of “Worth’s Income Tax Guide, you can order the 2021 Edition on our website.
Robert Franseen
January 19, 2023I can recommend in Kansas City:
Charles J Rosner,CPA
Ruiz and Company Inc., accounting, taxes, consulting
5800 NW Prairie view Rd
Kansas City, Mo 64151
816-587-0522
Michelle
February 6, 2024Robert Franseen – Does Ruiz and Company specialize in Minister’s taxes?
Linda Venable
March 4, 2024I recommend Jerry Gintz of Gintz Accounting and Tax in Puyallup Washington. He has d9ne ours for years
Tracy Martin
January 22, 2023Amy,
I am so glad to hear from your blog again. I searched for you including Youtube to see if you had any posts. I knew you became a financial advisor and thought maybe you were too busy to post. I am sorry to hear of your long Covid. They say it take a year just to begin to really recover. I Pray 2023 will be your year of complete recovery. Thank you for the all your posts and the new check list you made for us.
Blessings to you,
Tracy Martin Pastor’s wife
Julie Bartholomew
May 10, 2023I am a tax preparer and a pastor’s wife of 34 years. I have been doing pastor taxes for 20 years and serve pastors in several states. Most that have come to me, did so because their previous preparer messed up their taxes and they needed someone who knows the ins and outs of clergy tax.
My tax business is called Ascribe Tax Service, LLC (Psalm 29:2) I can be reached at ascribetax@gmail.com.
My desire is to help pastors file accurate taxes for a reasonable price.