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Clergy Tax Preparation, Financial Planning and Payroll

Ministers and religious professionals are taxed unlike any other individual. The Neal Firm, CPA, P.A., understands the complexities of clergy tax laws and we have been offering clergy tax preparation and financial planning for more than 18 years. Our goal is to provide you practical, easy to understand strategies to help you maximize your potential benefits. Our one-on-one tax planning meetings allow us to work with clients to optimally structure their compensation packages to minimize income and self employment taxes. As a result of these individualized meetings, many clients are often pleasantly surprised to see how much of their hard earned money can be saved just by utilizing the benefits afforded to them. Just as we can provide one-on-one consultation, we can also provide workshops and seminars on a local or denominational level.

In addition to our clergy tax preparation and financial planning, we offer a full-service payroll option, for churches through our affiliate company, Forest Acres Payroll, LLC. Again, we understand the unique tax laws for churches and clergy, and work diligently to alleviate as much of the accounting, reporting, and payroll burdens as possible from your committees and staff so you can concentrate on the areas that are most important to your ministry. We not only handle your day-to-day payroll needs, but we ensure that year-end reporting is done properly, and will take a special eye to the minister's W-2 to ensure it is reported correctly.

Remember, no matter your location, we can help you meet your clergy tax preparation and payroll needs. With clients throughout the Southeast and beyond we have the capability to work with you.

Tax Management Services

At The Neal Firm, CPA, P.A., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Financial and Retirement Planning

The Neal Firm, CPA, P.A.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, The Neal Firm, CPA, P.A. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Payroll Services

Our affiliate company, Forest Acres Payroll, LLC, can help you reduce the time spent on payroll by letting us manage all aspects of payroll management, tax payments and reporting.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. The Neal Firm, CPA, P.A. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

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