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Your Tax Return
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Forms For Your Return [in PDF format ]
Info Return Organizer Information Return Organizer.  USE WITH CHECKLIST.  Helps ensure complete and accurate return.
2009 Tax Checklist Tax Checklist to complete before your tax interview.   You'll also need the Info Return Organizer and, if you have a mortgage, the Mortgage Interest Form.
Express 1099/W2 
Order Form 		Express 1099 Service takes the hassle out of filing your organization's 1099s and W2s.  We'll complete all copies and deliver them to you.  
2009 Auto Expense Use if you have more than 4 vehicles or were reimbursed for auto mileage at a rate different from the official IRS mileage rate.
Auto Expense Use if you have more than 4 vehicles or were reimbursed for auto mileage at a rate different from the official IRS mileage rate.
Energy Credits Form Added insulation, new windows, solar, new furnace or AC?  Use this form to help us get you a tax credit.
Income Earned Abroad Form Fill out in addition to your checklist if you live and work in a foreign country
Moving Expense Form Fill out in addition to your checklist if you moved or if you sold or exchanged assets such as stocks and bonds.
Non-Cash Contributions Form Fill out in addition to your checklist if you donated goods worth more than $500 to charity. 
Rental Income Form Fill out in addition to your checklist if you have rental properties.
Sale/Exchange of
Property Form 		Fill out in addition to your checklist if you sold or exchanged assets such as stocks and bonds.
Mortgage Interest Form Take the greatest advantage of the complex mortgage interest deduction.
Prior-Year Forms (Use the correct-year checklist)
Info Return Organizer Information Return Organizer for any year.
2008 Tax Checklist Tax Checklist for 2008 Returns
2008 Auto Expense Has both 2008 rates.  Use if you have more than 4 vehicles or were reimbursed for auto mileage at a rate different from the official IRS mileage rate.
2007 Tax Checklist Tax Checklist for 2007 Returns
2006 Tax Checklist Tax Checklist to complete before your tax interview.  (Includes Info Return Organizer).  
Phone Tax Form
 (2006 returns only) 		Form to manually calculate Telephone Excise Tax Refund.  Return with checklist.
Phone Tax Calcs
(2006 returns only) 		Excel spreadsheet does the addition for you.    
2005 Tax Checklist  Tax Checklist to complete before your tax interview, fully updated for 2005 returns.    
2004 Tax Checklist Tax Checklist to complete before your tax interview, fully updated for 2004 returns.             

Miscellaneous Forms
Form 4361 Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners
2010 Form W-4
 		Employee's Withholding Allowance Certificate (for church school workers, church secretaries, etc.)
Form 4506-T  Request for Transcript of Tax Return
Form 8822  Change of Address (for IRS).
Mileage Log Free mileage log book from CTFS.  Ensure your deductions.  
Treasurer's Guide Treasurer's Guide to Changes in Tax Law
IRS Pub. 600 Explains the Sales Tax Deduction, which was new for the 2004 tax year.

Ready to get your taxes out of the way?

To meet in-person within California or Nevada, simply call for an appointment at (562) 906-9906 or e-mail us at appointment@clergytax.com .

Take advantage of our mail-in services.  Simply:

  • Mail your completed checklist  to:

Clergy Tax and Financial Services
PO Box 3156 
Whittier, CA 90605-0156