Tax Preparation for Ministers: Reader Referrals

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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.

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. 

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7 Responses
  • Penny Dollar
    January 19, 2023

    My 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, 2023

    From 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, 2023

    I 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, 2024

      Robert Franseen – Does Ruiz and Company specialize in Minister’s taxes?

    • Linda Venable
      March 4, 2024

      I recommend Jerry Gintz of Gintz Accounting and Tax in Puyallup Washington. He has d9ne ours for years

  • Tracy Martin
    January 22, 2023

    Amy,
    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, 2023

    I 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.

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