Description
How it works
Book, pay and meet, all online.
Click Meet With an AdvisorChoose a time that works for you in our online scheduler.
Pay securelyPay when you book. You’ll get a confirmation with your session details.
Meet with a senior advisorBring your questions and any related documents.
Why book a session
A senior advisor who specializes in churches, clergy and ministries.
Clergy taxes don’t follow the usual rules. Dual tax status, housing allowance, self-employment tax and estimated payments create questions generic resources can’t answer. Get clear answers and practical next steps in a focused session.
Common topics
What clients most often bring to this session.
Housing allowanceDual tax statusSelf-employment taxEstimated paymentsDeductionsReimbursementsFiling questions
Common questions
About booking and billing.
How do I prepare?
Have your questions and any related documents ready, such as tax returns, payroll reports, notices or plan documents.
What if we need more time?
The first 30 minutes are $150. Additional time is billed in 15-minute increments at $300 an hour.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.
