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.
How to use this resource
Gather your income, ministry expense, reimbursement, housing, benefit, and recordkeeping questions before the appointment. Mark what is uncertain and bring the actual documents a qualified professional needs to advise you. This checklist does not provide tax, legal, or accounting advice; use it to make a professional conversation more productive.
Designed for real small-church constraints
This downloadable tool is designed to be used in one focused sitting, then revisited as your role, season, or team changes. Browse Bi-Vocational Ministry resources for additional practical support.
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