A division of Tax Financial, LLC
Clergy Tax Financial is dedicated to helping clergy, laypersons, and the ministries they serve build sound financial foundations for today and tomorrow. From structuring clergy compensation packages to supporting a church’s financial oversight, we help turn good stewardship into lasting financial security.
We want to see our fellow clergy and laypersons, and the ministries they lead, financially strong and well prepared for the future, with more of their income freed up to support their families, their goals, and their work in the community.
Clergy Tax Financial aims to be a reliable partner for the financial and planning needs of clergy and laypersons. We structure and restructure clergy compensation packages to reduce tax liabilities and support needs-based planning for retirement, risk management, estate, and investment goals. For churches and ministries, we provide QuickBooks Online (QBO) financial oversight, Central Budget Fund reporting assistance, initial QBO assessments, and internal controls reviews. We also offer tax advisory services for laypersons.
Clergy Tax Resolution, Clergy Tax Compliance, and Clergy Tax Financial are integral divisions of Tax Financial, LLC, working together to serve the complete tax and financial needs of clergy, laypersons, and the ministries they serve.
Questions? Email us at info@clergytaxfinancial.com