Clergy Tax Financial

Clergy Tax Financial Clergy Tax Financial (CTF) is a tax and financial consulting firm specializing in assisting clergy, churches and non-profits with tax and financial matters

Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.

Operating as usual

When a new chapter starts.
09/19/2020

When a new chapter starts.

Insurance vs. Retirement - Which Comes First?
09/17/2020

Insurance vs. Retirement - Which Comes First?

Would you like a better understanding of how tax cuts and jobs act can impact you? Grab a COMPLIMENTARY copy of our "5 T...
09/16/2020

Would you like a better understanding of how tax cuts and jobs act can impact you? Grab a COMPLIMENTARY copy of our "5 Things You Need to Know about Tax Reform" book. Download directly to your inbox. Grab your copy here> https://www.clergytaxfinancial.org/ scroll down to the bottom.

Whole or Term Life Insurance - What’s the Bottom Line?
09/15/2020

Whole or Term Life Insurance - What’s the Bottom Line?

Have you checked your email? We just sent some more information you need to know about the Cares Act. If you are not on ...
09/09/2020

Have you checked your email? We just sent some more information you need to know about the Cares Act. If you are not on our email list be sure to subscribe today and grab our FREE copy of our Tax Reform Ebook here>https://www.clergytaxfinancial.org/

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
09/01/2020
What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

Here's a breakdown of how the federal government spends your tax money.

If you are a minister performing ministerial services, all of your earnings, including wages, offerings, and fees you re...
08/20/2020

If you are a minister performing ministerial services, all of your earnings, including wages, offerings, and fees you receive for performing marriages, baptisms, funerals, etc., are subject to ...READ MORE & SCHEDULE YOUR CONSULTATION HERE> https://www.clergytaxfinancial.org/blog/earnings-for-clergy

Timeline Photos
08/17/2020

Timeline Photos

Timeline Photos
07/24/2020

Timeline Photos

Clergy Tax Financial's cover photo
07/22/2020

Clergy Tax Financial's cover photo

Clergy Tax Financial
07/22/2020

Clergy Tax Financial

Timeline Photos
07/22/2020

Timeline Photos

No one achieves their dreams alone. We’re here to help you plan for your ideal retirement.
07/17/2020

No one achieves their dreams alone. We’re here to help you plan for your ideal retirement.

Just a friendly reminder that today is the tax deadline! Be sure to get your taxes in. -CTF
07/15/2020

Just a friendly reminder that today is the tax deadline! Be sure to get your taxes in. -CTF

Don’t let your questions go unanswered. Talk with us today to develop a financial plan to fit your journey.
07/10/2020

Don’t let your questions go unanswered. Talk with us today to develop a financial plan to fit your journey.

Is your rainy-day fund a bit damp?
06/25/2020

Is your rainy-day fund a bit damp?

Address

505 14th Street, Suite 900
Oakland, CA
94612

Opening Hours

Monday 10:00 - 14:00
Tuesday 10:00 - 14:00
Wednesday 10:00 - 14:00
Thursday 10:00 - 14:00
Friday 10:00 - 14:00

Telephone

(877) 336-2626

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