Find charities you can trust and support

You can browse charities that have been evaluated by Charity Navigator by category – such as education or human services – to identify groups you want to support. Having a giving plan will make it easier to avoid making impulse donations.

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6 Ways to Make the Most of Your Charitable Giving

A qualified tax professional can advise you on the best methods for your situation. Here are a few strategies to consider when gifting: Take advantage of the annual gift tax exclusion. It allows you to give away up to $14,000 to as many people as you wish without those gifts counting against your $5.49 million lifetime…

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FAQs About Form I-9

We receive a lot of questions about the I-9—the form used to verify the identity and employment authorization of all individuals hired for employment in the United States. Here are some of the most common: 1: Is The New Form Available Now? Yes. The new I-9 form was released November 14. You may now use it,…

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Protect Your Data

What to Do If You Suffer a Data Breach or Other Security Incident Should you experience a data compromise, there are certain basic steps you should take. Preliminary steps include: Contact the IRS and law enforcement: Internal Revenue Service – Report data theft to your local IRS Office. They should notify IRS Criminal Investigation and others within the…

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Scam Alert – Loans

CLERGY FINANCE SERVICES  9533 TELEGRAPH RD PICO RIVERA, CA (888) 444-6897 Website: http://clergyfinanceservices.com/index.html (This address belongs to a donut shop)  Source:  https://www.scamwarners.com/forum/viewtopic.php?f=35&p=316664  https://www.yelp.com/biz/master-fresh-donut-pico-rivera If you have a complaint against Clergy Finance Services , you can file a complaint through a toll-free Consumer Help Line, 1-877-FTC-HELP (1-877-382-4357) or online with the Federal Trade Commission. Please use Reference #79819093. https://www.ftc.gov/…

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Scam Alert – Tax

Hundreds of Southland Clergymen Had Invested : Securities Company Run by Minister Is Placed in Receivership by Court AL DELUGACH and JOHN DART | Los Angeles Times Hundreds of active and retired Los Angeles-area clergymen are among the nearly 1,000 people who invested more than $12 million through a Downey securities firm run by a minister…

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Who needs to file a W-2 (W-2c)?

Who needs to file a W-2 (W-2c)? W-2: Churches must file W-2 forms for wages paid to each non-clergy employee from whom income, Social Security, or Medicare tax was withheld. Churches must also file W-2 forms for wages paid to each clergy from whom income tax would have been withheld. W-2c: Form W-2c must be filed by employers to correct errors on W-2 forms that have…

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Church Management Software Evaluation

Solutions from church and donor management software providers keep improving in their ability to help churches and ministries fulfill their mission! Their features to track and communicate with people, their web and mobile device interfaces, and their powerful database tools make this category of software a big help and valuable asset for today’s ministries ….

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W-2 Reporting for Housing Allowance

Housing allowance is a portion of clergy income that may be excluded from income for federal income tax purposes (W-2 “Box 1” wages) under Section 107 of the Internal Revenue Code. Housing allowance is reported in box 14. To be eligible, the pastor/clergy must be a “minister of the gospel” and be ordained, licensed, or…

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If you would like to learn more about our tax services designed for clergy or payroll, bookkeeping or HR designed for churches, please complete the request form to have an advisor contact you.

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