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Filling Out Tax Form

WELCOME

Expert solutions for all, with an emphasis on tax and payroll solutions for ministers and their ministries.  

About

About

We offer tax preparation for individuals, businesses, estates, and non-profits.  Our unique expertise is for ministers.  Ministers have many unique challenges to navigate as taxpayers.  Thomas Tax and Payroll has 40-plus years of experience preparing ministers' tax returns in combination with payroll services for their churches.  By combining these two services, ministers can be assured that they are receiving the most comprehensive and beneficial results on their tax returns.

Getting Started

Returning Clients

If you are a returning client, you can dive right in and begin the following process to get things going for your tax return this year.  Of course, you will still have the opportunity to meet with us to discuss your returns and any issues you are concerned about.  If you would like to speak with us, start with Step 1 below and make an appointment.  You can meet us in person, over the phone, or through a virtual meeting.   

Step 1

Need Help? Book an Appointment

If you are stressed, going through mountains of paperwork, and need our guidance, click the button below to schedule an appointment. If you want to meet to discuss your return, you can meet us virtually, on the phone, or in-person. Select the appointment type that you would prefer.
Appointments

Step 3

Annual Tax Information Checklist

This checklist will take you through a process for collecting your tax forms and the information you need to file your return. Feel free to take your time to go through the checklist before actually filling it out. You can fill out the form anytime by selecting this option.
Go to form

Step 2

Annual Personal Information Form

The Annual Personal Information form is essential in filing your tax return. You should complete this form each year, even if you are a returning customer. This form will provide us with basic information to complete the preparation of your return.
Go to form

Step 4

Submitting Your Tax Documents

After completing the Personal Information Form and Tax Information Checklist, come back here to submit your documents. You can submit up to 15 documents at a time.
Submit
Steps 1 and 2
Step 2
Services

Book an Appointment

There is nothing worse than being unsure about your tax situation.  Maybe you have to make a major financial decision, or you want to be sure you are ready for the upcoming tax return.  No matter what, we are here to help.  Select an appointment below to book a consultation to be sure you will not end up with a large tax bill.

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