Hartley Tax And Accounting

read moreCongressman Kevin McCarthey introduced a new bill 'the Clergy Act' where ministers who had opted out of social security may be able to opt back in! An application must be filed by a minister no later than the due date of the federal income tax return (including extensions) for the minister's 2nd taxable year beginning after December 31, 2020. You do not have to pay retroactive social security taxes for years before the opt-in date. This bil has not passed yet. Beginning Jan. 31, 2020, applications for recognition of exemption on Form 1023 must be submitted electronically online at www.pay.gov.

read moreOur firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that are offered along with a brief description. Tax laws change so often, it's hard to keep up. Our founder, Jean Hartley has years of experience preparing individuals and individual ministry tax returns. We can make sure you get every advantage you deserve.

read moreAs pastors most of us struggle to find competent accountants who understand how minister's taxes differ from other professionals. It is rare to find someone who has a heart for pastors and also has the expertise to help us in the financial arena. Jean Hartley is an enrolled agent and has a deep commitment to Christ and to pastors. Jean has worked for many years specializing in minister's taxes and minister tax issues. She can help you set up your packages and can offer help to your treasurer on filling out W-2 forms, etc.

read moreThis will provide you with some valuable information concerning the most current tax law. If you would like to become a client please call us or email and we will set up a phone consultation (free for all those becoming clients). We have selected a few sites that might be of interest to you. This website has a tool that illustrates health insurance premiums and subsidies for people purchasing insurance on their own in new health insurance exchanges (or "Marketplaces") created by the Affordable Care Act (ACA).

read moreThis page will give you access to many resolutions that the Church and the minister may choose to use in the course of setting up the minister's package. It includes housing allowance, professional fees and/or mileage allowance (limited and unlimited), and many more informational resolutions. Just click on the resolution you want and a downloadable form will appear. Please call if you have any questions concerning any of these resolutions.

read moreIf you have any questions as you are filling out your checklist do not hesitate to email or call. We will be more than happy to help you. After the first year, birthdates and social security numbers are not required unless there are additions.