Allen Hargis is a Certified Public Accountant with over 30 years of experience in
Public Accounting, specializing in Individual and clergy taxation. Allen began to
work on tax strategies for the Clergy over 20 years ago, and transitioned to a specialized
practice in this area in 2014. As a strategic planner, Allen is expert at developing
strategies to help clients keep more of their hard-earned dollars. Other services
he provides include Financial Management and Risk Mitigation through effective use
of insurance products and other security products. Allen is noted for his ability
at simplifying complex tax and financial concepts and presenting them to clients
in easy to understand terms.
As part of his accounting practice, Allen has always worked with the Clergy, assisting
them with their tax, financial management and, retirement and estate planning strategies.
During the last 20 years, he’s become an expert in this area and has helping both
active and retired Ministers utilize the unique tax codes and advantages available
to them. He’s been able to minimize their tax liabilities through strategies including
income deferment, effective categorization of housing allowances and survivor benefits.
He understands a Clergy’s dual employee status as both an employee of the church
as well as being self-employed and can guide them through the complex requirements
for properly filing their taxes and taking advantage of all the itemized deductions
they are entitled to.