All Tax Preparers Are Not Created Equal For Clergy Returns


It is not unusual for a minister to rely solely on a general tax professional who may or may not specialize in church and clergy tax matters. It is not enough anymore to just ask if the tax preparer does ministers’ taxes, but ask the tax preparer about specific tax issues that impact ministers’ income taxes. For instance, ask the tax preparer about Deason Rule. If your tax preparer has not heard of this ruling, it may be time to switch to Clergy Financial Resources.

Online tax software are great programs for basic secular returns but is often times challenged by the complexity of a clergy return. These software packages do not address some tax rules unique to ministers such as housing allowance, Deason Rule, etc. which will greatly affect the accuracy of your return. Therefore, clergy using an online tax software package will require extra manual steps to complete and file their return, additional knowledge relating to clergy tax law and extra time to learn how the tax laws apply to your return.    


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Clergy Financial Resources serves as a resource for clients to help analyze the complexity of clergy tax law, church payroll & HR issues. Our professionals are committed to helping clients stay informed about tax news, developments and trends in various specialty areas.

This article is intended to provide readers with guidance in tax matters. The article does not constitute, and should not be treated as professional advice regarding the use of any particular tax technique. Every effort has been made to assure the accuracy of the information. Clergy Financial Resources and the author do not assume responsibility for any individual’s reliance upon the information provided in the article. Readers should independently verify all information before applying it to a particular fact situation, and should independently determine the impact of any particular tax planning technique. If you are seeking legal advice, you are encouraged to consult an attorney.

For more information or if you need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: (888) 421-0101 
Fax: (888) 876-5101