Our approach to providing tax services focuses on protecting the financial interests of our clients. We recognize people work hard for their money and we take pride in using our in-depth knowledge of tax law to help them minimize their tax liability. Our approach to tax preparation is not simply to enter your data into tax software programs – you could do that yourself if you wanted. Instead, it’s a time for us to help you keep more of what you earn – through our knowledge of tax law and investment planning.

Our unique knowledge and experience in the clergy tax arena has helped hundreds of ordained and licensed ministers understand and take advantage of all of the special tax laws written exclusively for the clergy profession.  Working with multiple denominations and independent churches, each year we speak at seminars, conferences, and individual churches on the subject of clergy taxes.  Our goal is to help each member of the clergy community maximize tax savings while, “rendering unto Caesar, what is Caesar’s”.

Our tax expertise is a result of education, experience and relationships.

Each year Congress legislates extensive changes to our tax laws. To ensure the best tax solutions for our clients, our tax professionals annually attend several days of continuing tax education.

Often the best solutions are reached by strategically incorporating a client’s tax planning with their personal financial planning. This approach works to maximize our clients’ wealth accumulation.