Clergy Tax and Financial Services - Mail In or Appointment

Serving clients in 50 states and most foreign countries



Mail-In or Office Appointment?
New clients: Dial (562) 906-9906. Ask receptionist for new client hotline.

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Will they be the golden years or something less?

It's up to you. What you do today does matter, and there are many different approaches. We want you to have the right strategies for YOUR life.
Free retirement planning consultation with a certified expert (Advanced Certified Retirement Specialist).

With the wonders of technology it is no longer imperative to meet face-to-face with your tax preparer. While an in-office meeting has it's benefits, it is not always necessary. We have clients throughout the 50 states and in many foreign countries.

To meet their needs, and the needs of clients who may not wish to come into the office, we offer service by mail, fax, and e-mail. When you fill out our CLERGY TAX CHECKLIST, we will start working on your return. Then we contact you by phone to confer on details and answer your questions and analyze ways for you to save money on your next return. If phone contact isn't practical, we can use fax, email, courier or regular mail.

To meet in-person within California or Nevada, simply call for an appointment at (562) 906-9906 or e-mail us at appointment@clergytax.com .

Take advantage of our mail-in services. Simply:

Request a CLERGY TAX CHECKLIST by phone at (562) 906-9906,

Send an e-mail to checklist@clergytax.com , or,

Use our order form and mail your request to:

Clergy Tax and Financial Services
PO Box 3156 Whittier, CA 90605-0156

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