Pastor Tax Mastery Training

Master Your Pastor Tax Situation for Less than the Cost of a CPA

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Current Options Leave Pastors Behind

Professional Tax Preparation Is Expensive—And Getting Worse

CPAs charge $500-$800 annually for pastoral returns—often 1-2% of your entire salary. Generic preparers quote "starting at $150" then hit you with premium pricing when they see ministerial complexity. With industry-wide talent shortages and increased regulation, costs keep rising while pastoral salaries stay flat.

Pastor Taxes Are Too Complex and Intimidating to Confidently Handle It Yourself

You're smart, capable, and prefer managing your own finances to save money. But pastoral taxes? Housing allowance exclusions, SECA calculations, multiple income streams—suddenly you're second-guessing every TurboTax entry.

You shouldn't have to choose between expensive professional help or guessing your way through complex returns.

Master Your Pastor Tax Situation

Take advantage of DIY affordability with the confidence of professional guidance.

Choose the Level of Support That Fits Your Needs and Budget:

The Solution:

Pastor Tax Review: $95

Perfect for confident DIY pastors who want professional review

What You Get:

📊 Professional Tax Analysis Report using advanced tax planning software

🎥 Personalized Video Review walking through your specific findings and opportunities

📋 Written Optimization Recommendations tailored to your pastoral situation

✅ Tax Strategy Checklist for confident future filing

📧 Email Support for follow-up clarification questions

Ideal For Pastors Who:

  • Feel confident doing their own taxes but want professional validation

  • Want to identify optimization opportunities they might be missing

  • Prefer written guidance over live training sessions

  • Need affordable professional review without ongoing professional fees

Book Your Tax Review

Pastor Tax Mastery Training: $275
Early Bird Pricing $225

Complete training for pastors who want hands-on guidance

(Early bird pricing good through January 31, 2026)

Everything in Tax Review, PLUS:

🤝 45-Minute Live Training Session — screen-sharing guidance filing your own taxes using TurboTax or TaxSlayer.

🎯 Extended Strategic Discussion and implementation planning

⚡ Advanced Optimization Strategies beyond basic compliance

🔄 Priority Email Support for ongoing questions

Most pastors complete their return in one session. Complex situations may benefit from a follow-up session ($150) to ensure accuracy.

Ideal For Pastors Who:

  • Want to master their own tax filing with personal guidance

  • Prefer interactive learning and real-time Q&A

  • Need comprehensive understanding of their tax strategies

  • Value the confidence that comes from professional coaching

Book Your Tax Mastery Training

Why Both Options Beat Annual CPA Fees

✅ Smart Investment: $95-$275 now vs. $500+ every year forever
✅ Self-File Confidence: Learn to navigate your own pastoral taxes with professional insight
✅ Tailored Analysis: Focused on your specific pastoral situation
✅ Long-Term Independence: Take control instead of perpetual dependence
✅ Strategic Insight: Understand not just compliance but optimization opportunities

What to Expect

Tax Review:

Simple 3-Step Process:

  1. Submit Your Info (15 minutes): Complete a brief questionnaire and upload your prior year return and current documents

  2. I Analyze Your Return (Behind the Scenes): I'll review your return for errors, missed opportunities, and optimization strategies

  3. Receive Your Custom Report (Within 10 business days): Get a detailed, personalized roadmap with specific action steps to optimize your taxes

Your $95 review fee applies toward any training session booked within 30 days.

Tax Mastery Training:

Your Journey to Tax Filing Confidence:

  • Preparation Phase (Early February): Submit your tax documents and get your software ready

  • Live Training Session (45-75 minutes): Work through your actual return together via screen share with real-time guidance on clergy-specific strategies

  • Your Personalized Report (Within 10 business days): Receive a comprehensive optimization guide for this year and beyond

  • Ongoing Support: Email questions included as you finalize your return

Most pastors complete their return in one session. Complex situations may need a follow-up session to ensure accuracy.

Important Pricing Details

Service fees cover professional analysis and guidance only. You're responsible for:

  • Tax filing software fees — supported platforms:

  • Any additional filing or software fees (upgrades, etc.)

This keeps our services affordable while giving you flexibility in software choices.

Common Questions

    1. Submit your most recent return through secure portal

    2. Receive professional tax analysis report with findings and opportunities

    3. Get personalized recommendations specific to your pastoral situation

    Tax Mastery Training Also Includes:

    1. 45-minute live session where you operate the filing software (either TaxSlayer Classic or TurboTax Deluxe) and I guide you through pastoral-specific strategies

  • If you're confident but want validation and optimization ideas, the Tax Review is perfect. If you want to truly master pastoral tax strategies with hands-on guidance, choose the Training.

  • No, our fees cover professional analysis and guidance only. You'll purchase software separately. This keeps our services affordable while giving you software flexibility.

    We'll help you choose the right platform version for your pastoral situation and guide you through the software that can handle your ministerial tax complexities.

  • Absolutely! You can upgrade for the price difference anytime within 30 days of your Tax Review.

  • If you're happy with your preparer and comfortable with annual fees, keep using them. But this training helps if you want to transition to confident self-filing, understand your return better, be equipped to have more advanced strategy discussions with your CPA, or have a backup plan when your preparer retires.

  • Absolutely! Many pastors use our Tax Review as a second opinion on professionally-prepared returns. Even experienced CPAs can miss pastoral-specific optimizations if they don't specialize in clergy (most don’t).

  • Most pastoral situations follow predictable patterns once you understand them. I'll help you determine if strategic self-filing makes sense for your situation—and if not, exactly what expertise to seek in a professional.

  • You can typically correct the last 3 years through amended returns. Many pastors recover $1,000+ in overpaid taxes, often covering the training cost immediately.

  • This training uses YOUR actual return with YOUR specific pastoral income mix, housing situation, and state requirements. Plus you get ongoing strategies tailored to your ministry context.

Ready to File with Confidence?

Choose Your Level of Support:

Pastor Tax Review: $95

For confident DIY pastors who want professional review

Book Your Tax Review

Pastor Tax Mastery Training: $275 $225

For pastors who want comprehensive training and guidance

Book Your Tax Mastery Training

Software and filing fees not included. You maintain complete control over your tax preparation method.