RefundMasters.com

Clergy Tax Preparation Services

We offer year-round, fully computerized tax preparation service. We can meet with you, or prepare your return by mail. Our experienced professionals have specialized in clergy for years. The treatment of ministers under the tax code is unique and often confusing. Our tax professionals are up-to-date on recent tax Code changes, as well as tax court rulings regarding ministers. We can combine this up-to-date knowledge with wise tax strategy to save you money.

New Clients

To have RefundMasters prepare your return, start by downloading our checklist. Fill it out as completely as possible, and make a copy for your own records. For an appointment in Southern California, call us at 858-874-3085. To have us prepare your return by mail, send the checklist along with attachments (such as W-2s and 1099s) and a deposit of $250 to the following address:

RefundMasters Tax & Financial Services
3675 Ruffin Road Suite 225
San Diego, CA 92123

Or fax your information to 858-874-5873. We will contact you for a credit card deposit.

Our Clergy Tax Return basic service includes the following:

Form 1040 - Minister and spouse wages from Form W-2.
Schedule C - Minister's self-employment income/expenses.
Form 2106 - Minister's un-reimbursed employee job expenses.
Schedule SE - Minister's social security self-employment tax.
Form 4562 - Minister's equipment purchases/depreciation.
Schedule B - Interest/dividend income-up to five income sources.
Schedule A - Itemized deductions.
Form 1040-ES - Estimated tax vouchers.
State Tax Return - with State Estimated Tax Forms.
Estimated Tax Planning and Pay Package Review during Tax Preparation - Subsequent tax planning and pay package review available at $110/hour.

BASE FEES FOR CLERGY TAX RETURN PREPARATION
Date of Appointment or Mail-in	Fee
January	$250
February - March15	$260
March 16 - December 31	$275

There will be additional charges for extra time, additional forms and schedules, and more than one state tax return.