Tax season shouldn't feel like a second job
Every April, clergy across the country scramble through shoeboxes of receipts, spreadsheets, and half-remembered mileage logs — trying to piece together a year's worth of finances in a few stressful weeks.
Everything you need, nothing you don't
Receipts that organize themselves
Snap a photo, forward an email, or let Plaid auto-import — every receipt lands in the right place, matched to the right transaction. No more shoeboxes, no more spreadsheets.
- Camera scan with instant OCR — multi-page PDF support
- Email forwarding to your personal @receipts address
- Auto-match to bank transactions via Plaid
Every ministry mile, automatically logged
Auto-trip detection starts tracking the moment you drive — hospital visits, church meetings, errands for the congregation. GPS routes are stored, mapped, and ready for the IRS if anyone ever asks.
- Background GPS trip detection on iOS
- Real GPS route maps per trip (not just start/end)
- 6 IRS-compliant categories including volunteer mileage
Housing allowance & Fair Rental Value, done right
Your housing allowance is one of the most valuable tax benefits available to clergy — and one of the most misunderstood. We track eligible expenses in real time, run the three-test cap, and generate a defensible Fair Rental Value report for your parsonage.
- Real-time progress toward your designated amount
- Fair Rental Value wizard with RentCast + AVM data
- Audit-ready PDF report with attestation & citations
Know your tax picture before April
The My Tax Year dashboard projects your full-year federal liability, SECA, and safe-harbor quarterly estimates — updated every time a paycheck or deposit lands. No more surprises on April 15th.
- Per-entity YTD tracker for W-2 clergy and 1099-NEC earners
- Four quarterly estimate tiles driven by live data
- Forecast scales with pay frequency (weekly → irregular)
Surface every deduction you've earned
ClergyTaxCenter scans your transactions for commonly overlooked clergy deductions — books, conferences, vestments, ministry supplies, and more — and flags them before they slip through the cracks. Ministry and non-ministry entities stay cleanly separated so a spouse's business never muddies your housing math.
- AI-assisted categorization with clergy deduction library
- Separate business entities for you and your spouse
- Flagged items you can review and confirm
An AI tax guide trained on clergy rules
Ask in plain English: "Is a wedding honorarium SECA-taxable?" or "How do I split mileage between my church and my chaplaincy?" The in-app assistant answers with citations and links straight to the relevant Academy lesson — scoped to clergy and tax only, so you never get generic chatbot advice.
- Pastoral-scoped answers with IRS citations
- Context-aware — it sees your entities and year
- Jumps to the relevant Academy concept for deeper reading
Clergy Tax Academy — learn as you go
A full curriculum written specifically for clergy, not CPAs. 7 courses, 50+ IRS-grounded lessons, and 65+ quiz questions that earn Bronze, Silver, and Gold badges as you master each topic. Contextual tips surface inside every screen, so the learning is never disconnected from the work.
- 7 courses · 50+ lessons · 65+ quizzes
- Bronze / Silver / Gold mastery badges per course
- Same curriculum on web + mobile, always in sync
A tax education built for clergy, one concept at a time
Every lesson is IRS-grounded, written in plain English, and tied to a quiz that unlocks Bronze, Silver, and Gold badges. Learn it once in the Academy, then watch those same concepts show up as contextual tips throughout the app — right when you need them.
Mileage Master
Commute vs. business miles, multi-point ministry, the three IRS rates, and bulletproof mileage logs.
Parsonage Pro
Housing allowance mechanics: the three-test cap, board designation timing, the Deason Rule, and year-end true-up.
SECA Savant
Dual-status taxation, why SECA includes housing + FRV, Form 4361 realities, and the quarterly-estimate rhythm.
Receipt Ranger
The $75 rule, the $250 rule, the Cohan Rule trap, the 7-year retention window, and when digital beats paper.
Charity Champion
Volunteer mileage at 14¢, the $250 acknowledgment letter, Form 8283 for non-cash gifts, and 501(c)(3) verification.
Home Office Hero
Exclusive-and-regular, principal-place-of-business, the housing-allowance shrink, simplified vs. actual, and the parsonage block.
Honoraria & Extra Income
Weddings, funerals, guest-preaching fees on Schedule C; love offerings vs. true personal gifts; the Duberstein standard.
Five steps to peace of mind
Connect your accounts
Link your bank and credit cards through Plaid. Transactions flow in automatically — no manual entry.
Snap or forward receipts
Take a photo with the mobile app, or forward email receipts to your personal ClergyTaxCenter address. They're matched to transactions instantly.
Review and categorize
The platform suggests categories based on clergy tax rules. Confirm, adjust, or add notes — it only takes a few minutes each week.
Watch your tax picture come together
Your dashboard updates in real time: housing allowance progress, deduction totals, mileage, and estimated tax liability. No surprises in April.
Export and file with confidence
When it's time to file, export clean, organized reports — or hand them to your CPA. Everything is audit-ready from day one.
One plan. No surprises.
Start with a 30-day free trial — no credit card required. If it helps, keep it. If not, cancel anytime.
What's included
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