We understand that preparing your taxes can be complicated with the different tax provisions for clergy. To assist you, the following resources and on-call experts are available to provide information. We recommend that you discuss specifics with a tax or financial advisor familiar with your specific situation.
Clergy Tax Forms and Resources
- 2020 Clergy Tax Return Preparation Guide for 2019 Returns
- CPG Supplement to the 2020 Clergy Tax Return Preparation Guide
- 2020 CPF Form B
- CPF State Withholding Form W-4P for periodic pension payments
- CPF State Withholding Form W-4P for non-periodic pension payments
- Federal Income Tax Withholding Form W-4P
Go to Tax Publications to order a printed copy of the Clergy Tax Guide.
Go to Tax Withholding Forms to get forms from previous years.
Church Life Annuity Tax Forms and Resources
- CLIC Federal Tax Withholding Form W-4P for periodic annuity payments
- CLIC Federal Tax Withholding Form W-4P for non-periodic annuity payments
- CLIC State Tax Withholding Form W-4P for periodic annuity payments
- CLIC State Tax Withholding Form W-4P for non-periodic annuity payments
CPG Tax Hotline
If you have specific tax-related questions, we encourage you to contact your personal tax advisor or call our tax hotline at the numbers listed below.
- Nancy N. Fritschner, CPA (877) 305-1414
- The Rev. Canon William F. Geisler, CPA (ret.) (877) 305-1415
- Dolly Rios, CPA* (833) 363-5751
*bi-lingual in Spanish and English
Nancy N. Fritschner, CPA
Nancy N. Fritschner, CPA, is a CPA with a particular interest in clergy taxes as she is a clergy spouse. Nancy graduated from the University of Kentucky with a B.S. in Accounting and has worked for various CPA firms in Kentucky, Tennessee, South Carolina, and Alabama. She taught accounting at The University of the South and served as a finance faculty member of CREDO for many years. Nancy has developed and presented courses on clergy taxes and church accounting for the Episcopal Church Foundation, various national and diocesan church events, and for the Office of Professional and Continuing Education at Auburn University. She is one of the editors of the annual Tax Guide for Episcopal Ministers as well as Federal Reporting Requirements for Episcopal Churches. She currently lives in Louisville, Kentucky.
The Rev. Canon William F. Geisler
The Rev. Canon William F. Geisler, CPA-Retired, holds an A.B. from Harvard College and an M.B.A. from the Harvard Business School. He was ordained in 1968. He has served as a trustee of Grace Cathedral both as a lay person and a cleric. He was Controller for the Diocese of California for 31 years. His private practice specialized in consulting and tax. He has served as treasurer of the Conference of Diocesan Executives, and a member of The Church Pension Fund Committee on Medical Insurance. He is a tax and financial consultant on clergy and churches for The Church Pension Fund, is one of the editors of this annual Tax Guide for Episcopal Ministers as well as Federal Reporting Requirements for Episcopal Churches, and has been a presenter at various clergy financial planning seminars and parish financial leadership trainings for over 30 years. He has provided assistance via the Tax Response phone line since its inception.
Dolly Rios, CPA, is a partner with Rios & McGarrigle, LLC, a Manhattan-based firm of certified public accountants and financial management consultants. She has extensive experience with clergy taxes and worked for St. Bartholomew’s Episcopal Church in New York City prior to opening Rios & McGarrigle in 2010. During her time with a midtown CPA firm, she supervised a large audit department responsible for not-for-profit institutions with annual budgets ranging from $1 million to $100 million. Born in Colombia, Dolly moved to New York City at age 19 and earned both her undergraduate degree and her CPA certification while working full time. Dolly currently serves on the adjunct faculty of Baruch College, her alma mater. Dolly is bi-lingual in English and Spanish.
Please note that this service provides information, not personal tax advice. If you need advice or help preparing your tax returns, you may wish to ask your diocese to refer a CPA or tax advisor in your area who is knowledgeable about clergy taxes.
- IRS forms and publications
- Information about tax-deferred annuity investments with Church Life
- Order the Church and Clergy Tax Guide by Richard R. Hammar:
- Call (800) 222-1840
- Visit the Church Law Today bookstore
- Contact Christian Ministry Resources at
PO Box 2301
Matthews, NC 28106
Unless otherwise noted, websites referenced herein that are outside the www.cpg.org domain are not associated with The Church Pension Fund and its affiliates (collectively, the Church Pension Group) and the Church Pension Group is not responsible for the content of any such websites.