Clergy Tax and Financial Services

Download Tax Forms	These forms require Adobe Acrobat Reader. You can download it for free:
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Why get an annuity?

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Make them truly golden years -- Retire in great financial health.

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).

What will Social Security pay toward your retirement? Order a free Social Security statement from the Social Security Administration.

Express 1099 Order Form	Express 1099 Service We take the hassle out of filing your organization's 1099s and W2s. We'll file them with the IRS and SSA and deliver your copies to you.
Form 4361	Application for Exemption From Self-Employment Tax for Use By Ministers, Members of Religious Orders and Christian Science Practitioners
2005 Form W-4 2004 Form W-4	Employee's Withholding Allowance Certificate (for church school workers, church secretaries, etc.)
Form 4506-T	Request for Copy or Transcript of Tax Form
Form 8822	Change of Address (for IRS).
Mileage Log	Free mileage log book from CTFS. Ensure your deductions.

Ready to get your taxes out of the way?

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:

Use our order form and mail your request to:

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