Your Cornerstone for Expert Accounting & Tax for Clergy, Churches, and Real Estate Investors
Tired of guessing and losing money? We specialize in complex tax and accounting rules, ensure compliance, and create proactive strategy so you maximize every dollar; keeping more of what you earn and gaining clarity through the process.
Are You a Minister or church finance leader?
- Master the complexity of the Clergy Housing Allowance exclusion
- Ensure proper W-2 vs. 1099 classification for Staff and Clergy
- Optimize the unique tax burden for Clergy
- Design compliant payroll systems that correctly handle dual-status employees and Clergy-specific compensation
- Ensure Fund Accounting integrity
- Compliant Non-Profit Accounting
- Pain-free Church Budgeting
- Worry-free 990 Filing
Are you a real estate investor or developer?
- Deploy proactive tax planning to maximize deductions year-round
- Proven wealth strategy tailored for high-income earners
- Specialized tax-ready accounting for accurate, timely financials
- Actionable insights to keep your properties performing well
- Strategize for REPS qualification to unlock active loss deductions
- Maximize benefits using compliant Short-Term Rental strategies
- Leverage Cost Segregation to keep your Portfolio growing
- Develop Real Estate exit planning strategies for retirement or life-changes
Cornerstone Financial CPA: Exceptional Service, Modern Solutions, & Unwavering trust–Your cornerstone for growth
We believe building true financial success requires more than just getting one piece right; it requires a wholistic approach, from detailed accounting, to tax compliance, to focused planning. Our mission at Cornerstone Financial CPA is to serve as your trusted partner, building a solid and secure financial foundation that helps you and your organization grow to your full potential.
Why specialize in Clergy Tax and Church Accounting? I was raised in a minister’s home, and have been involved in ministry since 2007. Having served in nearly every role in Church, including Lead Pastor, I understand, first-hand, the real-world burdens Clergy members, Church Treasurers, and Church Finance Directors face. With fast changing tax laws, compliance requirements, and appeals for financial stewardship and clarity, you deserve a CPA partner that is empathetic and devoted to solving your tax and accounting pains.
Why specialize in Real Estate Tax and Accounting? Real Estate investing can be one of the most rewarding and profitable ventures one can take. Having personally been involved in Real Estate investing, I have first-hand experience with the challenges and benefits of Real Estate. If you are already involved in Real Estate investing, there is a chance you either greatly enjoy interacting with the people, or the thrill of “the deal”. If you want the benefits of Real Estate investing without the hassle of tax planning, tax compliance, or accounting, let me partner with you so you can get back to what you enjoy the most.
Leverage specialized skill to meet your specific needs.
Gain peace and clarity.
Learn more with zero commitment.
