The deadline is here, but it’s not too late. Here are three strategic tax moves pastors can still make before April 15—including how to review your housing allowance, retirement contributions, and 2025 withholding plan.

Tax season doesn’t have to be overwhelming. Before you hit submit, here are 3 areas every working pastor (or anyone in ministry) should review to avoid surprises—and potentially save money.

Tax season is different when you’re in ministry. From housing allowance to outside income and retirement contributions, here are 5 key things every pastor should understand before filing. These aren't tips for deductions — they’re reminders that could save you stress, money, and time.

I've recently spoken with pastors who rolled their 403(b) funds into an annuity while still working—only to regret it later. What seemed like a great decision at the time turned into frustration as they uncovered fees, restrictions, and tax complications they didn’t fully understand. Before making a move, take a moment to consider the real cost of an annuity and whether better alternatives exist.

Many pastors assume their tax return is enough to prove their housing allowance, but without the right documentation, they could be in for a surprise if the IRS comes calling. Knowing what financial documents to keep—and for how long—can protect you from unnecessary stress. This guide breaks down exactly what pastors need to save for taxes, ministry expenses, retirement, and more. Plus, grab a free document retention checklist to keep your records in order.

Tax season can be overwhelming, especially for pastors with unique financial situations. This guide breaks down clergy-specific tax benefits, including the housing allowance, self-employment taxes, and deductible ministry expenses. Learn how to keep more of your money and stay IRS-compliant. Need a tax checklist? Click here to request your free guide.

Have you opted out of Social Security as a pastor? Discover practical steps to protect your financial future, along with important considerations for anyone considering this decision.