Clergy taxes

Pastors have a unique tax situation that is unique as the ministry role itself. Everence encourages pastors to work with a trusted tax accountant who understands clergy taxes. We provide webinars and resources to help pastors fulfill their tax obligations and avoid common pitfalls and financial risks of noncompliance.

An introduction to clergy taxes with Ed Yoder, CPA 

Webinars

Take advantage of four webinars led by a tax professional who cares about the financial security of pastors. Presenter Ed Yoder, CPA, shares relevant information to help pastors meet their tax obligations and take advantage of tax benefits that especially help clergy.
 
An introduction to clergy taxes. See PowerPoint slides.
 
An introduction to clergy housing allowance. See PowerPoint slides.
 
A clergy tax return illustration. See PowerPoint slides.
 
Frequently asked questions regarding clergy taxes.

Ministry tax guide

Dollar bills & tax return form

Minister's Tax and Financial Guide

The current edition of this minister's tax guide, from the Evangelical Council for Financial Accountability, helps guide pastors on the housing allowance, compensation and fringe benefits, business and professional expenses, and income and Social Security taxes.

Download guide

Everence does not give tax or legal advice and encourages all pastors to work with a tax accountant to fulfill their tax obligations. 

Housing allowance for retired pastors

Once a pastor is retired, they can continue to take advantage of the housing allowance, if they were previously on a church retirement plan. Learn about an example of how this benefit works within Mennonite Retirement Trust. Similar rules apply to the Friends Retirement Plan, the Brethren Retirement Plan and other church plans.

Download guide