Frequently Asked Questions

No. We prepare returns for nearly everyone: individuals, families, business owners, and retirees nationwide. Ministry taxes are our specialty, not a requirement.

Ministers are treated as employees for income tax but as self-employed for Social Security. That dual status affects housing allowances, self-employment tax, withholding, and more. Many preparers see only a few minister returns a year. We see them every day.

Yes. We serve clients in every state, and missionaries serving overseas. Everything can be handled securely and remotely.

Schedule an appointment online or send us a message through our contact form. We'll walk you through the next steps.

Your prior-year tax return, all income documents (W-2s, 1099s, K-1s), records of deductions you plan to claim, and Social Security numbers and birth dates for everyone on the return. Ministers should also bring their housing allowance resolution and records of housing expenses.

Through our secure client portal. Please never send Social Security numbers or tax documents by email or through our website's contact form.

Core covers W-2 income and the standard deduction. Comprehensive adds dependents, credits, and itemized deductions. Complex covers pastors, missionaries, self-employment, rentals, and investments. Not sure? We'll place your return in the right package before any work begins.

Additional schedules and states are priced as flat add-ons, listed on our Pricing page. If your return needs anything beyond your package, we'll let you know before the work is done.

Pastors, missionaries, and full-time Christian workers, whether the taxpayer or the spouse.

Only one discount applies per client. If you qualify for more than one, you receive the largest. Discounts apply to the base package only, not to state returns or add-ons.

Save 20% on your base package January 1 through February 28, and 10% March 1 through March 15. If you also qualify for the ministry discount, you receive the 50% ministry discount instead.

Yes. Active-duty military receive a Core Return prepared free.

Every return we prepare includes Protection Plus audit defense, with up to $1 million in professional representation by Enrolled Agents and CPAs. Federal returns are covered for three years and state returns for four. Just forward the letter and they handle the rest.

Yes. Prior-year returns, amended returns, and other additional services are available at $85 per hour.

Yes. Housing allowances are one of our specialties. We'll help you understand what you can exclude and make sure it's reported correctly.

Yes. We help churches with payroll compliance, housing allowance resolutions, accountable reimbursement plans, and more. Contact us to discuss your church's needs.