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For Clergy
Free
5 Tax Mistakes Pastors Make (and How to Fix Them)

5 Tax Mistakes Pastors Make (and How to Fix Them)

Clergy tax law is its own category. Housing allowance errors. Wrong self-employment tax treatment. Missed deductions for ministry expenses. If you're bivocational, there's a good chance at least two of these are costing you money right now.

  • The housing allowance designation mistake that triggers a full SE tax bill
  • Why your W-2 is probably wrong — and what to do about it
  • The dual-status filing error that auditors catch every time
  • Ministry deductions most clergy never claim
  • What to do if you've been filing incorrectly for years
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Your guide is on its way. While you wait — the $49 Clarity Call is the natural next step for most clergy.

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For Solopreneurs
Free
Should I Be an S-Corp? A Simple Checklist

Should I Be an S-Corp? A Simple Checklist

The answer isn't always yes. But it's often yes — and nobody told you. This one-pager walks you through a simple scoring checklist so you can know where you stand in about 10 minutes, without paying for an hour of someone's time first.

  • The income threshold where S-Corp election starts saving real money
  • Costs and obligations that can wipe out the savings if you're not ready
  • The reasonable compensation question — and why getting it wrong hurts
  • How to score your own situation with a simple point system
  • What to do if your score says yes — the exact next steps
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Your checklist is on its way. If your score comes back yes — the $99 Tax Review is the cleanest next step.

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For W-2 Earners
Free
Why Do I Always Owe? A Tax Withholding Guide

Why Do I Always Owe? A Tax Withholding Guide

Your employer is guessing. Your W-4 probably hasn't been updated in years. And every April you're surprised — again. This guide explains exactly what's happening and gives you the steps to fix it before the next tax season arrives.

  • How the W-4 actually works — and why most people's is wrong
  • The life changes that break your withholding (new job, raise, marriage, kids)
  • How to use the IRS withholding estimator without going cross-eyed
  • The specific W-4 lines to adjust for your situation
  • When owing is fine — and when it's a sign of a bigger problem
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Your guide is on its way. If the withholding situation turns out to be bigger than a W-4 fix — that's exactly what the $49 Clarity Call is for.

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The Common Sense
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Tax tips, planning reminders, and the occasional pastoral observation — sent every two weeks. Written by Jerry, not a content team. Short enough to actually read.

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