What Your CPA Doesn't Know to Ask About Your Taxes
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What Your CPA Doesn't Know to Ask About Your Taxes
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Most CPAs who make errors with clergy tax returns aren't failing pastors out of incompetence—they're failing because the system never equipped them to succeed. In this episode, I walk through what clergy taxation looks like from a tax preparer's perspective, the proactive questions they'd need to ask (but probably won't), and a spectrum of responses if you suspect your preparer is in over their head.
Resources mentioned:
- Free Interview Guide: shepherdswallet.com/tax-interview-guide
- Contact for CPA consultations: shepherdswallet.com/contact or seth@shepherdswallet.com
- Tax Mastery Training: https://www.shepherdswallet.com/taxes
- Sacred Capital Community: shepherdswallet.com/join
- Full article: https://www.shepherdswallet.com/blog/how-to-find-a-cpa-who-actually-understands-clergy-taxes
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.
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