Serving clients in 50 states and most foreign countries
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Clergy Tax & Financial Services
Mail-In or Office Appointment? Clergy tax preparation: Mail-In or Appointment?
New clients:  Dial (562) 906-9906.  Ask receptionist for new client hotline.

Costly Tax Myths

Consultation for Clergy and Churches


Free Tax Forms for Clergy

Will they be the golden years or something less?
  • It's up to you.  What you do today does matter, and there are many different approaches.  We want you to have the right strategies for YOUR life.
  • Free retirement planning consultation with a certified expert (Advanced Certified Retirement Specialist).


With the wonders of technology it is no longer imperative to meet face-to-face with your tax preparer.  While an in-office meeting has it's benefits, it is not always necessary.  We have clients throughout the 50 states and in many foreign countries. 

To meet their needs, and the needs of clients who may not wish to come into the office, we offer service by mail, fax, and e-mail.  When you fill out our CLERGY TAX CHECKLIST, we will start working on your return.  Then we contact you by phone to confer on details and answer your questions and analyze ways for you to save money on your next return.  If phone contact isn't practical, we can use  fax, email, courier or regular mail. 

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

Take advantage of our mail-in services. Simply:

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



ęCopyright 1999 John M. Simon, All Rights Reserved.