Tax Resources
We understand that preparing your taxes can be complicated with the different tax provisions for clergy. To assist you, the following resources and on-call experts are available to provide information. We recommend that you discuss specifics with a tax or financial advisor familiar with your specific situation.
Clergy Tax Talk for 2024 Taxes
Learn about clergy tax rules, the clergy housing allowance, and related topics.
Replay the February 7, 2025 webinar for Retired Clergy 
Download the presentation slides
Clergy Tax Forms and Resources
- 2025 Clergy Tax Return Preparation Guide for 2024 Returns
- 2025 CPF Form B
- IRS Withholding Forms At-A-Glance
- Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
- Instructions for Form W-4P
- State Equivalent – Withholding Certificate for Periodic Pension Distributions (State Income Tax)
- Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)
- Instructions for Form W-4R
- State Equivalent – Withholding Certificate for Nonperiodic Pension Distributions (State Income Tax)
Go to Tax Publications to order a printed copy of the Clergy Tax Guide.
Go to Tax Withholding Forms to get forms from previous years.
Common Questions
CPG Tax Hotline
If you have specific tax-related questions, we encourage you to contact your personal tax advisor or call our tax hotline at the numbers listed below.
- Dolly Rios, CPA* (833) 363-5751
- Michele Racusin, CPA (833) 270-0795
*Fluent in Spanish and English
Meet Our On-Call Experts
Dolly Rios, CPA
Dolly Rios, CPA, is a partner with Rios & McGarrigle, LLC, a Manhattan-based firm of certified public accountants and financial management consultants. She has extensive experience with clergy taxes and worked for St. Bartholomew’s Episcopal Church in New York City prior to opening Rios & McGarrigle in 2010. During her time with a midtown CPA firm, she supervised a large audit department responsible for not-for-profit institutions with annual budgets ranging from $1 million to $100 million. Born in Colombia, Dolly moved to New York City at age 19 and earned both her undergraduate degree and her CPA certification while working full time. Dolly currently serves on the adjunct faculty of Baruch College, her alma mater. Dolly is bi-lingual in English and Spanish.
Michele Racusin, CPA
Michele is an Episcopal priest and a Certified Public Accountant. Serving at the cross-section of finance and the Church, Michele has applied her number-crunching experience as the Chief Financial Officer in the Diocese of California, as well as Finance Faculty for CPG conferences. Previously, she was the CFO of the Diocese of Los Angeles.
Michele has served on CPG Client Council, Episcopal Church Audit Committee, Assessment Review Board, and Program, Budget & Finance Committee. She was a three-term Deputy to General Convention and has been Vice-Chair of a Diocesan Council, President of a Standing Committee, and rector.
Please note that this service provides information, not personal tax advice. If you need advice or help preparing your tax returns, we recommend you consult your financial and/or tax advisor.
Other Resources
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