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 Why get an annuity?  

Costly Tax Myths

Consultation for Clergy and Churches


Your Tax Return

Make them truly golden years -- Retire in great financial health.
  • 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).

What will Social Security pay toward your retirement?  Order a free Social Security statement from the Social Security Administration.

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Express 1099 Order Form 

Express 1099 Service
We take the hassle out of filing your organization's 1099s and W2s.  We'll file them with the IRS and SSA and deliver your copies to you.  

Form 4361 Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners
2011 Form W-4      Employee's Withholding Allowance Certificate (for church school workers, church secretaries, etc.)
Form 4506-T  Request for Copy or Transcript of Tax Form
Form 8822  Change of Address (for IRS).
Mileage Log Free mileage log book from CTFS.  Ensure your deductions.

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 .

Take advantage of our mail-in services. Simply:

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