Navigate Tax Season Without Losing Your Peace

Tax season is stressful for everyone. For pastors, it's a different kind of stress — because your tax situation is genuinely unlike anyone else's.

In this special episode, I'm sharing the audio from my recent live tax webinar, where I walked pastors through the clergy-specific tax issues that trip up even experienced CPAs: housing allowance optimization, dual tax status, self-employment tax, and the common mistakes that cost ministers money year after year.

If you've ever handed your return to a preparer and just hoped for the best — this one's for you.

In this episode:

• Why clergy taxes are in a category of their own

• How to know if your CPA actually understands clergy tax law
• What to do right now to protect yourself this tax season

Want the visuals? Watch the full webinar on YouTube (link below). And download my free Tax Professional Interview Guide to know exactly what to ask your preparer before you hand over your return.

📺 Watch on YouTube: https://www.youtube.com/live/yfhHpm5uCM0?si=RYQkThSBdK8jXqRD

📄 Tax Professional Interview Guide: https://www.shepherdswallet.com/tax-interview-guide

This content is for educational purposes only and should not be considered personalized tax or legal advice. Tax laws are complex and individual situations vary. Please consult with qualified professionals for advice specific to your situation.