SPECIALIZING IN CLERGY TAX LAW

You spend your life serving others; let us help you with your taxes.

 

OUR

SERVICES

TAX PREPARATION

 

Our staff knows the intricacies of Tax Preparation, and we specialize in Clergy Tax Law.  From Social Security issues, to your Housing Allowance, we'll do it right at an affordable price. At this time, Jacobson Clergy Tax Service is only taking new clients that are Clergy, Seminary Students, and employees of certain non-profits.  

AUDIT SUPPORT

 

Audits happen, but it's nothing to worry about.  At Jacobson Clergy Tax Service, not only do we help you prepare for the audit, we will also personally accompany you on the audit.  You are never alone.

COLLECTION SUPPORT

 

Just because you owe back taxes, doesn't mean you should live in fear.  We can help you setup a payment plan and reduce your anxiety about your issues with the IRS.

DOCUMENT STORAGE

 

Lost your W-2?  That's O.K.!  We store your tax documents for up to three years at no additional charge.

TAX PLANNING

 

We know our job isn't done after April, 15th.  At Jacobson Clergy Tax Service, we are with you every step of the way for your life's tax journey.  Contact us anytime to discuss your tax planning needs before they become emergencies.

 

OUR VISION & HISTORY

Steve and his wife Erin moved to Princeton, New Jersey in August 2014 for Erin to attend seminary.  In their first year in Princeton Steve and Erin had discussions with clergy and seminarians about how complicated the tax code is for pastors, rabbis and other members of the clergy.  Steve was shocked at how many seminarians were unaware what they were about to face upon graduation, and how underserved and overcharged current members of the clergy are when it comes to their tax needs.  

 

Steve has over ten years of experience preparing personal, business, and clergy tax returns.  He is an Enrolled Agent and can represent clients all the way up to tax court.  The low overhead of the Jacobson Clergy Tax Service business model allows Steve to offer incredibly reasonable rates to his clients, and also serve all 50 states.  No matter where you live, Jacobson Clergy Tax Service can securely and affordably meet your tax preparation needs through your entire career.

 

Erin and Steve are a multi-faith family; Erin grew up Presbyterian and Steve is a Reform Jew.  They attend Sunday services where Erin is the Pastor of a church in Western New York, and attend Shabbat Services as well.
 

 

CONTACT

JACOBSON CLERGY TAX SERVICE

OUR ADDRESS

PO Box 661​

Canandaigua, NY 14424
 

Tel:  1-866-502-8295

For any tax questions or general inquiries, please fill in the following contact form:

 
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