Our Services
We prepare returns for nearly everyone. Whether you're a W-2 employee, a small business owner, a retiree, or a landlord, we'd be glad to serve you. And if you're a pastor, missionary, or church, you'll find few preparers who know your taxes better.
Individual and Family Returns
From simple W-2 returns to self-employment, rentals, and investments, we prepare them all, for clients in every state.
- Core Return: W-2 income and the standard deduction
- Comprehensive Return: dependents, credits, and itemized deductions
- Complex Return: self-employment, rental property, and investments
Our Specialty: Pastor and Missionary Returns
A minister's tax return is unlike any other. Ministers are treated as employees for income tax purposes but as self-employed for Social Security, and that dual status creates questions most preparers rarely see. We handle them every day.
Pastor and missionary returns are prepared as a Complex Return, with the 50% ministry discount applied.
We help with:
- Housing allowance (parsonage allowance) and how much you can exclude
- Self-employment tax on ministerial income
- Form 4361 exemption from Social Security
- Accountable reimbursement plans for ministry expenses
- Love offerings, honoraria, and speaking income
- Missionary returns, including income earned overseas
Church Services
Churches face tax and compliance requirements that are easy to get wrong. We help church leaders, treasurers, and boards get it right.
We help with:
- Church payroll compliance, including how to handle pastors' pay correctly
- Housing allowance board resolutions
- Accountable reimbursement plans
- Survivor benefits for a pastor's family
- Transfers of assets between churches
Additional Services
Available at $85 per hour:
- Amended returns
- Prior-year returns
- IRS and state correspondence not covered by audit defense
- Tax consulting and planning
Every Return Includes $1 Million Audit Defense
If the IRS or your state sends a notice or opens an audit on a return we prepared, you're not on your own. Every return includes Protection Plus audit defense: up to $1 million in professional representation by Enrolled Agents and CPAs, covering federal returns for three years and state returns for four.
Services provided by Tax Protection Plus, LLC, subject to its membership agreement. Audit defense is not insurance.
Not Sure Which Service You Need?
Tell us about your situation, and we'll point you in the right direction.