Although we serve all business types and individuals, Lonetree was founded and has continued to specialize in tax preparation of Licensed and Ordained Ministers. Currently, over 70% of our clients are Licensed or Ordained Ministers. Having prepared literally thousands of returns, we are well versed in all of the regulations and BENEFITS ministers will find advantageous. We can SAVE YOU THOUSANDS OF DOLLARS by setting you up correctly and preparing your tax returns with our vast experience. There are hundreds of ministers who keep coming back year after year to keep money in their ministry instead of overpaying their tax balance and giving it to the IRS. We take our philosophy directly from Romans 13. We all need to uphold the law and pay our share of taxes. However, we also believe you should ONLY pay your fair share. We often find that our clients coming to us for the first time have drastically paid more than their tax due according to the tax code. This is usually the case for returns that are self-prepared with a purchased software, or returns prepared by inexperienced professional preparers that are not familiar with how the tax code pertains to ministers. Take advantage of our free 3 year tax return review. We are able in most cases to recover this overpayment of tax for up to three years.

It's so easy to send information by mail, fax, fill out convenient forms on the web site, or email information. Our staff will accommodate your needs. There are only a handful of tax professionals that understand the tax code as it pertains to ministers, and even then they can not be aware of all of the intricacies that the different denominations bring. The tax code applies differently to every denomination because of the way they are set up organizationally and financially. At Lonetree you know you will be served by a tax professional that specializes in ministers and keeps up with the ever changing tax code.

Take advantage of discounts on the following items:

• First year clients
• Personalized consultation on pastor's remuneration packages
• Consultations on tithing funds and accounts
• W-2 versus 1099
• Church financial consultation
• Quickbooks non-profit software

Our services don't stop at tax preparation. We offer specialized services for churches and ministers. Our "What you need to know" Seminar for Pastors and staff members of churches is available for conferences and conventions. We offer this at no charge to give the necessary people in your ministry the tools they need to be compliant with all of the laws pertaining to church administration, as well as tips for efficient and accurate management of staff, finances, and resources. We also offer Quickbooks Non-profit edition at a discounted price. We provide training to make sure the financial side of your ministry is well organized and being recorded accurately. If you feel your church has been below par for a long time, we also offer a startup plan for individual churches. We will cater a system specially suited to your church's needs to raise the efficiency of its financial management so you can focus on the ministry you need to be doing instead of worrying over the tedious financial stresses.

Call or Email us today to get set up!