Courses

Deep dives for the people
nobody else built this for.

Two self-paced courses coming soon — one for clergy navigating bivocational tax life, one for S-Corp owners who need more than a filing. Join the waitlist to be first in line.

Coming Soon

Two courses. Two very specific people.

These aren't general tax education. They're built for situations where the standard advice doesn't apply — and where getting it wrong costs real money.

For Clergy & Ministers
$297
Self-paced · Video + PDF

Taxes for the Bivocational Pastor

Coming Soon — Join the Waitlist

Housing allowance. Dual tax status. Self-employment tax on ministry income. Quarterly payments. The IRS wrote a special rulebook for clergy — this course teaches you all of it, from someone who has lived inside it for over 30 years.

  • Housing allowance — designation, substantiation, and how to maximize the exclusion
  • Dual-status filing: why you're both an employee and self-employed at the same time
  • SE tax on ministry income — and the optional exemption most pastors don't know about
  • Quarterly estimated payments — amounts, deadlines, and how to avoid penalties
  • Ministry deductions: what's allowed, what's not, and how to document it
  • What to do if you've been filing incorrectly for years
Join the waitlist — be first to know

You're on the list. We'll email you when it launches — and waitlist members get early access pricing.

Waitlist members get early access and a launch discount.

📋 Mailchimp setup note: Connect to Mailchimp audience Common Tax · Tag: clergy-course-waitlist.
For S-Corp Owners
$497
Self-paced · Workbook + Video

The S-Corp Owner's Playbook

Coming Soon — Join the Waitlist

You made the S-Corp election. Now what? Reasonable compensation, payroll setup, distributions, and year-end planning are where most S-Corp owners leave money on the table — or create IRS problems they didn't see coming. This course covers all of it.

  • Reasonable compensation — how to set it, document it, and defend it
  • Payroll setup: what you actually need and what you can skip
  • Distributions vs. salary — the ratio that determines your SE tax savings
  • Year-end planning moves that have to happen before December 31
  • Retirement accounts for S-Corp owners: SEP, Solo 401(k), and which fits
  • Working with your bookkeeper and tax pro — what to hand off and when
Join the waitlist — be first to know

You're on the list. We'll email you when it launches — and waitlist members get early access pricing.

Waitlist members get early access and a launch discount.

📋 Mailchimp setup note: Connect to Mailchimp audience Common Tax · Tag: scorp-course-waitlist.
Why These Two

Built from the inside out.

These aren't courses assembled from IRS publications. They come from 30+ years of pastoral ministry, a decade of bivocational tax life, and hundreds of client situations where the standard advice failed.

"I'm building the courses I wish had existed when I needed them."

Both courses feed naturally into the subscription tiers — not as a pitch, but because understanding your situation makes the ongoing work better for everyone.

  • Self-paced — work through it on your schedule, revisit any time
  • Video + written materials — watch it, then reference the workbook
  • Taught by a practicing EA — not theory, current real-world application
  • Waitlist discount — early access at a lower price before public launch
  • Standalone value — useful even if you never hire Jerry for ongoing work

Want help now, not later?

The courses are coming. In the meantime — the $49 Clarity Call or a free 15-minute conversation gets you moving today.

Book a Free 15-Min Call