Pastor Tax Prep

Pastor / Clergy and Foreign Missionary Tax Preparation Specialist

Ordained clergy have unique challenges surrounding tax preparation. Let me help you have the peace of mind knowing your tax returns are accurate and follow the IRS rules.

Many tax preparers are NOT experts in the intricacies of clergy tax rules! Think of it this way – would you seek out your family practice physician if you needed back surgery? Of course not! You need a specialist – that’s where I can help.

Aubrey L. Corcoran

Pastor/Clergy/Ministerial Taxation Expert

B.A. Converse College 1998

M.A. University of Maryland University College 2006

Income Tax School Graduate

Don’t Disregard Tax Rules

  • Pastors are in a unique category
  • Pastors get treated as self employed, while still receiving a W-2 statement
  • Failure to comply results in significant additional taxes and penalties
  • Employers of ministers should have an internal specialist address compliance or solicit assistance
  • Advising minister should be familiar with rules to ensure compliance

How can an Enrolled Agent help me?

  • Heritage Tax Representation and Services will interview and advise you on the tax strategies
  • Strategies created will lead to the lowest tax liability for you and your family
  • Clergy will receive a detailed interview session (online or in person) 
  • Evaluation of W-2s for all ministerial positions 
  • We can advise on IRS approved housing expenses that can be allocated to the housing allowance
  • We also can provide payroll services through a third party provider
  • Financial advisory services – we can give referrals to experienced providers who understand needs of clergy.

Need More Convincing?

Bill SharplessBill Sharpless
21:03 14 Oct 22
Bryan and Aubrey were just wonderful to deal with. Everything about the experience was very pleasent. They made it all easy and quick. We will be using in the future and I suggest and HIGHLY recommend you do as well. Very reasonbly priced. Thank you so much!!!!!!!
Curt MillerCurt Miller
21:26 06 Oct 22
Best tax preparation experience in 45 yrs. I dislike the tax process due to previous so called tax experts. Aubrey was in another league. Thanks AubreyCurt MillerPastorEast Mountain Cowboy Church
Aidan MccarthyAidan Mccarthy
18:10 22 Aug 22
Bryan and Aubrey were very quick to help me out with my taxes, it was fast, easy, and even better, they did all the work!
Michael ReyesMichael Reyes
12:56 15 Aug 22
I came to Bryan at Heritage to assist in resolving a long running tax issue I couldn't get a handle on sorting out, for years. After providing the proper details Bryan managed my issue with the IRS perfectly and organized a solution I thought was impossible. Incredibly grateful for his services, compassion and understanding.
Keith PayneKeith Payne
22:17 27 Mar 22
I was referred to Heritage Income Tax Services by my son. My expectations were high going into our initial meeting. Our initial meeting was professional, thorough and informative. We engaged HITS to complete our 2021 taxes, and they were completed on time without error. The advise and expertise that Bryan brings to the table is outstanding. I strongly recommend HITS.