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Financial and Tax Services for Pastors and Clergy

Tax Returns
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Financial Planning Checklist
Once you've finished with your year-end filing and your return is on its way to the IRS, take a minute to consider these questions concerning short and long-term financial goals, IRAs, Keoghs, employee benefits, your children(s)' education, emergency funds and many others. These planning techniques can help you decide if the money you have left over is really left over money!
Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.