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.
Tax Forms and Resources
- The 2015 Clergy Tax Guide (for 2014 Tax Returns)
- State Tax Withholding on Benefit Payments1
- CPF State Withholding Form W-4P
- Federal Income Tax Withholding Form W4P
1Note: An important form for survivors.
Nancy N. Fritschner, CPA
Member of the CREDO Finance Faculty
The Rev. Canon William Geisler, CPA
Regular lecturer on clergy and church tax issues
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.