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Need Tax Help?

You have planted good seed and reaped your financial harvest. Now let us help you render unto Caesar what is Caesar's and not one cent more!

Attention Clergy!

If you are looking for accurate and professional clergy tax preparation, you have come to the right place. Our team can help you with your taxes and help you navigate the complexities of clergy housing allowance, reimbursement plans, retirement accounts, and financial planning. If your church, ministry, or charity needs tax, bookkeeping, or other financial help, you will find that we can serve you in those areas too.

Tax problems? Need tax or financial help?

You do not need to be a member of the clergy to benefit from our services. If you are an individual or a business, we can help you too. We provide services in all of the following areas:

  • Tax preparation
  • Tax consulting & planning
  • Tax representation before the IRS and state authorities
  • Financial planning
  • Retirement & estate planning
  • Investment portfolio review & management through S.D. Clifford Advisors, LLC
  • Annuities
  • Life and health insurance
  • Payroll
  • Bookkeeping
  • Consulting

Your first half-hour consultation with one of our staff is offered free!

The Lord has enabled us to serve hundreds of clients all across the U.S. since 1990. We are at your service.


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Updated: 01/27/10
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.