Organizer Tax Organizer
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Tax Services

Tax Planning Tax Planning
Tax Preparation Tax Preparation PDFBrochure
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Organizer Client Tax Organizer

Annually, we work with hundreds of churches and pastors from coast to coast. We also work with tax-exempt organizations, businesses and trusts. All of our services are customized to each client's needs. Our fees are based on the complexity of your situation.

We specialize in clergy and church tax and financial services, but also prepare tax returns for individuals and businesses. We prepare federal, states, and city income tax forms and provide e-file service. We can review your records and prepare your tax return in person or by phone, email, or fax. Both out-of-state and local clients may mail, email, or fax their information to us. Our staff will help you search for the best ways to limit your taxes under the current laws and regulations and will go one step further by looking ahead to help plan for next tax season. We can assist you in reviewing forms for errors and responding to IRS letters and inquiries.

See our Downloads section for our free tax organizer to help you prepare for tax season. See our Books and Tools sections for books and worksheets to help do-it-yourselfers. Please call our office at 1-800-456-1803 or email tax@sharetheharvest.com to request additional information.

Our services include the following:
  • Tax Planning Tax planning
  • We review your prior tax returns and current situation, including both financial and nonfinancial aspects. We help you determine what you should do to reap the most tax benefits.
    • Aid in minimizing taxes and maximizing tax benefits
    • Aid in estate planning and 1041 preparation

  • Tax Preparation Tax preparation E-File
  • We prepare federal, state, and city/local tax returns for clients in all 50 states. We do tax returns by appointment and by mail. E-filing is standard practice. We provide a broad range of services, including the following:
    • Individuals
      • Assist new homeowners with the tax complexities of home sale/purchase and multiple state returns
      • Assist landlords with rental property rules
      • Prepare federal, state, city, and locality forms and supporting schedules
      • Aid with estimated taxes
      • Prepare estate, gift, and trust tax returns
      • Aid with tuition credits
    • Clergy
      • PDFBrochure
      • Assist in determining maximum housing allowance
      • Review income for Social Security taxes
      • Revise compensation package to minimize taxes
    • Employers (Churches, Ministries, and Businesses) (See Payroll & Employer Services.)
      • Help gain recognition of 501(c)(3) status
      • Limit or abate unnecessary penalties and cut taxes
      • Prepare tax forms (1120, 1065, 941, W-2, W-3, state, city, worker's compensation)
      • Assist in preparing motions
      • Prepare quarterly employer tax reports
      • Assist with withholding procedures
    • Exempt Organizations
      • Prepare Form 990 returns
    • Partnerships & Corporations
      • Prepare and file all required forms
      • Assist with property taxes
      • Review and repair financial reports

  • Tax Representation Tax representation
  • Do you feel frustrated with the IRS? Do you keep receiving IRS letters that you do not understand? Our staff is experienced in negotiating with the IRS. We can help you understand IRS letters. We can help you determine exactly what information the IRS needs to resolve your situation. We provide the following representation services:
    • Prepare amended returns
    • Handle IRS letters and inquiries
    • Limit or abate unnecessary penalties ad cut taxes
    • Review prior years
    • Provide representation on client's behalf before IRS, state, and local tax authorities
    • Provide representation in case of an IRS audit
    • Use IRS regulations to protect your rights
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.