Tax Resources

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.

2016 Clergy Tax Forms and Resources 

1Note: An important form for survivors.

Common Questions

On-Call Experts

Nancy N. Fritschner, CPA
Member of the CREDO Finance Faculty
(877) 305-1414

The Rev. Canon William Geisler, CPA (ret.)
Regular lecturer on clergy and church tax issues
(877) 305-1415

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.

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.

Pensions Disclaimer

Right Rail

Why a PDF Tax Guide?

To be wise stewards of financial and natural resources, we provide the Tax Guide for Episcopal Ministers online. If you still wish to receive a printed version, you may request a mailed copy.