A practitioner checklist for your annual CPA meeting. Not tax advice. This is “what to bring, what to ask, what to document” so nothing falls through the cracks.
What is included in this 2026 checklist:
- Complete document checklist — church records, secular job records, and personal records
- 12 priority questions to ask your CPA in order of importance
- Red flags table with specific fixes for each issue
- Annual timeline from January through December
- CPA cheat sheet to hand your accountant at the meeting
Topics covered: Housing allowance designation and documentation, self-employment tax on housing allowance, accountable plan reimbursements, retirement vehicles (403(b)(9), Roth IRA, SEP-IRA), health insurance deductions, estimated quarterly payments, vehicle mileage, state tax nuances, and year-end planning.
Designed for bi-vocational pastors who have both a church W-2 (or 1099-NEC) and a secular employer W-2. Updated for the 2026 tax year.
This resource is for informational purposes only and does not constitute tax advice. Consult a qualified CPA or tax attorney for advice specific to your situation.
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