Available January 1, 2026!
The Clergy Tax Organizer is designed to help clergy gather and organize their tax information so they can file an accurate and complete return. Each year we publish this organizer as both a learning tool and a practical reference guide. It walks you through the information you’ll need for your current tax filing while also helping you build strong record‑keeping habits for the year ahead.

Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2024 Church & Clergy Tax Guide. Tax law in general is highly complex and ever-changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:

The Housing Allowance Exclusion allows clergy to exclude a designated portion of their compensation from federal income tax to cover housing expenses. This reduces taxable income and lowers overall tax liability. It remains one of the most valuable tax benefits available to clergy, yet it is also one of the most commonly misunderstood and misapplied provisions.

Bookkeeping for churches can be quite different than for-profit businesses, and the other guides available cover either QuickBooks or church accounting, not both. Lisa London, The Accountant Beside You, walks you through QuickBooks for your church from start to finish, always with examples, terminology, and understanding of what a busy church administrator needs to know in a clear, concise style.