Bi-Vocational Pastor CPA Conversation Checklist

A prepared, calmer CPA meeting begins long before tax season. This practical checklist helps bi-vocational pastors organize ministry compensation, personal income, housing documentation, reimbursements, benefits, questions, and next actions before meeting with a tax professional.

What this checklist helps you do

• Prepare a clear income-and-role map for a CPA or enrolled agent
• Gather church compensation, reimbursement, benefit, and household records
• Ask better questions about housing documentation, cash flow, and recordkeeping
• Leave the meeting with a focused 90-day plan and annual review summary

Built for pastors serving small and rural churches while working another job. This is a preparation workbook – not tax advice, a tax calculator, or a substitute for a qualified professional who can apply current law to your facts.