Tax Organizer

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Tools

ToolsTax Due Dates Calendar

Worksheets & Calculators:

ToolsPastoral Ministry Budget Worksheet
ToolsClergy Sample W-2 Form Worksheet
ToolsClergy Housing Allowance Exclusion Worksheet
ToolsInvestor Profile Worksheet
XLS Mileage Log & Expense Reimbursement Worksheet
ToolsBudget Worksheet for Non-Clergy Employees
ToolsSelf-Employment Tax Calculator
ToolsCalc Partner: Various Financial Calculators
ToolsIRS Earned Income Tax Credit Assistant
ToolsIRS Withholding Calculator
ToolsMortgage Calculators & Financial Calculators
ToolsPaycheckCity: Paycheck & Payroll Calculators
ToolsVertex42: Gas Mileage Log and Calculator

Refund Status Check:

ToolsFederal Income Tax Refund Status Check
ToolsState Income Tax Refund Status Check Resources:

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Informational Handouts:

PDFSample Donor Letter for Sale/Disposition of Donated Property (DOCWord format)

PDF5 Sample Motion/Resolution Forms for Setting Clergy Compensation

PDFCan You Survive an IRS Audit?

PDFIs Your Reimbursement Plan Hurting You?

PDFMinisterial Housing Allowance in Retirement

PDFRecord Retention: How Long Churches Should Keep Tax Records

PDFTraps for Church Treasurers

IRS Publications:

PDFForm 8822: Form to Notify IRS of Change of Address

PDFPub. 1: Your Rights as a Taxpayer

PDFPub. 15: Circular E, Employer's Tax Guide

PDFPub. 15-A: Employer's Supplemental Tax Guide

PDFPub. 334: Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ)

PDFPub. 463: Travel, Entertainment, Gift, and Car Expenses

PDFPub. 517: Social Security and Other Information for Members of the Clergy and Religious Workers

PDFPub. 525: Taxable and Nontaxable Income

PDFPub. 526: Charitable Contributions

PDFPub. 557: Tax-Exempt Status for Your Organization

PDFPub. 561: Determining the Value of Donated Property

PDFPub. 571: Tax-Sheltered Annuity Porgrams for Employees of Public Schools and Certain Tax-Exempt Organizations

PDFPub. 598: Tax on Unrelated Business Income of Exempt Organizations

PDFPub. 910: Guide to Free Tax Services

PDFPub. 970: Tax Benefits of Education

PDFPub. 1771: Charitable Contributions: Substantiations and Disclosure

PDFPub. 1779: Independent Contractor or Employee?

PDFPub. 1828: Tax Guide for Churches and Religious Organizations

PDFPub. 3079: Gaming Publication for Tax-Exempt Organizations

PDFPub. 4221-PC: Compliance Guide for 501(c)(3) Public Charities

PDFPub. 4573: Group Exemptions

PDFPub. 4630: Exempt Organizations Products and Services Navigator

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.:Contact:.
Clifford & Associates, LLC
S.D.Clifford Advisors, LLC

Harvest Pension Group, LLC
contact@sharetheharvest.com
1.800.456.1803

4150 Belden Village St. NW
Ste. 601
Canton, OH 44718

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.:Staff:.
Steven Clifford, CFP©, EA
Nancy Eagle

Cathy Pappas

Michael Beels, Registered Investment Advisor Representative

 

 

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© 2013 R. Shul | Updated 05/28/13 | Terms | Ph. 800.456.1803 | Fax 330.493.1807

 

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