Business Details
Expert Tax & Accounting Services for Ministries & Small Businesses
Hartley Tax & Accounting was founded by Jean Hartley, a seasoned Enrolled Agent with the IRS and 36 years of experience in the accounting field. Our firm specializes in providing tailored tax consultation and compliance services for ministers, churches, non-profits, and small businesses. We serve clients across all 50 U.S. states and over 25 countries, offering personalized attention and expertise in rapidly evolving tax landscapes. Our team includes dedicated professionals like Dan, Shelly, Michele, and Katie, who collectively support over 3,000 clients.We pride ourselves on our community ties, relationship-oriented service, and deep understanding of both ministry-specific and general tax needs. Clients benefit from year-round assistance with housing allowances, payroll packages, and strategic tax planning. Our commitment to excellence ensures clients receive accurate, timely, and comprehensive financial guidance.
Services
Tax Preparation
Bookkeeping Services
Small Business Planning
IRS Representation
Treasurer Support
Ministry Tax Planning
Highlights and features
- We specialize in ministry tax services with 34 years of focused expertise.
- Our team serves over 3,000 clients across the U.S. and 25+ countries.
- IRS representation available for audit support and compliance issues.
- Personalized service from seasoned professionals with real-world ministry insights.
- Year-round support for housing allowances, payroll, and tax planning.
Associations and certifications
- IRS Enrolled Agent
What people say
Expert ministry tax guidance
Personalized, attentive service
Knowledgeable and dedicated team
Services
Tax Preparation
We prepare accurate tax returns for individuals, ministries, and small businesses. Our team stays updated on ever-changing tax laws to maximize deductions and credits. Clients receive strategic advice on tax planning and compliance year-round.
Bookkeeping Services
Our bookkeeping services include QuickBooks management, payroll processing, and financial reporting. We support churches and nonprofits with multi-state compliance and detailed record-keeping. Clients gain clarity through organized financial data and expert guidance.
IRS Representation
We represent clients during IRS audits and resolve tax disputes. With decades of experience, we ensure proper handling of tax liabilities and compliance issues. Our goal is to protect clients' interests through proven advocacy.
Ministry Tax Planning
Specialized support for housing allowances, professional expense reimbursements, and ministry-specific deductions. We advise on tax compliance for religious organizations and provide sample resolutions for church governance needs.
Small Business Planning
We offer cash flow analysis, financial forecasting, and compliance consulting for small businesses. Our services help entrepreneurs navigate tax obligations and operational challenges with tailored strategies and proactive guidance.
People
Jean Hartley
Founder & Enrolled Agent
Jean Hartley is a seasoned Enrolled Agent with the IRS and over 36 years of accounting experience. She founded Hartley Tax & Accounting to support ministries and small businesses with specialized tax solutions.
Dan
Tax Preparer
Dan is an AFSP credentialed tax preparer with eight years of experience. He provides year-round tax and bookkeeping assistance to clients, ensuring accurate and timely financial support.
Shelly
Bookkeeper
Shelly has served as a bookkeeper for over eight years. She specializes in QuickBooks and payroll management, supporting churches and nonprofits with their financial record-keeping and compliance needs.
Michele
Bookkeeper
Michele is a full-time bookkeeper with expertise in managing financial records. She provides comprehensive bookkeeping services to help clients maintain organized and compliant accounting systems.
Katie
Secretary
Katie is a new addition to the team, serving as secretary. She processes tax returns and supports client communications, ensuring efficient service delivery during busy tax seasons.
Questions
What services do you offer for ministries?
We specialize in housing allowance planning, professional expense reimbursements, and church compliance reporting. Our team provides sample resolutions and tailored tax solutions for ministers and religious organizations.
How can I become a client?
Contact us via phone or email to discuss your needs. We'll guide you through the onboarding process, including secure file sharing and initial tax/financial consultations.
Do you serve international clients?
Yes, we work with clients in over 25 countries. Our expertise includes navigating cross-border tax obligations for ministries and globally based missionaries.
What experience do you have with small businesses?
We provide bookkeeping, payroll processing, and financial planning for small businesses. Our team has decades of experience supporting entrepreneurs with tax compliance and operational challenges.
Can you help with IRS audits?
Yes, we offer IRS representation services. Our Enrolled Agent advocates for clients during audits and resolves tax disputes with federal and state agencies.
Reviews (7)
Kate Scheele
Mar 20, 2022
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I went in last week and worked with Dan. I've never had to use an accountant before and he was nothing short of excellent. He helped me file my business and personal taxes. Definitely would recommend them.
Steven Colombo
Jan 18, 2022
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Amazing service! Very nice, friendly, inviting and very educated! Jean answers all my questions when I have them and always does it with a positive attitude!
Danielle Brunson
Dec 13, 2021
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Dan was quick, efficient, and just downright amazing! Would recommend him to everyone I know! Thanks Dan for helping me so quickly.
Chike Odigboh
Dec 10, 2020
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The people at Hartley Tax & Associates were professional and accommodating. I recommend them to anyone that needs their services.
Roxanne Freed
Nov 23, 2020
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Everyone at Hartley Tax & Accounting is so friendly and helpful. The owner Jean stands behind her work and is always available to answer questions. Great for personal & business needs.
Pastor Scott Ochsner
May 14, 2020
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Just wanted to say THANKS AGAIN Jean for doing a fantastic job! Jean is very knowledgeable when it comes to ministry tax preparation. We have been going to her over the past several years and it is nice to have someone who knows the tax laws when it comes to those in full time ministry. Jean also does our tax preparation for our church as well. I would highly recommend Hartley Tax and Accounting for all your tax needs! :
Amanda Champion
Dec 08, 2019
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We've worked with Hartley Tax for several years now. We've also referred several people to them. Always friendly, prompt, full service - even suggesting apps I could use to make tracking easier, etc. Highly recommend!
