Business Details
Expert Tax & Accounting Services in Fort Wayne
Hartley Tax & Accounting was founded by Jean Hartley, an Enrolled Agent with the IRS, to provide specialized tax consultation for ministers and religious organizations. With over 36 years of experience in accounting and 34 years focused on ministry tax, we serve clients across most U.S. states and 25+ countries. Our expertise includes preparing financial records for churches and nonprofits in six states, supported by a dedicated team managing over 3,000 clients. We combine deep industry knowledge with personalized service to address tax obligations for individuals, small businesses, and religious institutions. Our team includes IRS-credentialed professionals like Dan, who brings eight years of tax preparation experience, and specialists like Shelly and Michele, who ensure accurate bookkeeping and payroll management.We prioritize accessibility, offering year-round support for housing allowances, payroll packages, and tax consultations. Our commitment to client relationships has earned us testimonials from satisfied pastors and business owners who value our expertise in complex ministry tax matters. Located in Fort Wayne, Indiana, we leverage decades of experience to deliver reliable, client-centered accounting solutions tailored to evolving economic challenges.
Services
Tax Preparation
IRS Representation
Bookkeeping Services
Ministry Tax Planning
Payroll Management
Nonprofit Compliance
Housing Allowance Consultation
Small Business Accounting
Treasurer Support
Tax Consultation
Highlights and features
- We offer 34+ years of specialized experience in ministry tax services.
- Our team includes IRS-credentialed tax preparers and expert bookkeepers.
- We serve clients in 25+ countries and six U.S. states with tailored solutions.
- Our staff provides year-round support for housing allowances and payroll packages.
- We maintain a proven track record with over 3,000 satisfied clients.
Associations and certifications
- Enrolled Agent (IRS)
What people say
Fantastic resource
Knowledgeable
Highly recommend
Great job
Personalized service
Services
Tax Preparation
We prepare accurate personal, business, and nonprofit tax returns while maximizing deductions. Our team stays updated on evolving tax laws to ensure compliance and optimal savings. Clients benefit from specialized expertise in ministry tax codes and international filings.
IRS Representation
Our Enrolled Agents advocate for clients during IRS audits or disputes. With decades of experience, we handle communications, documentation, and negotiations to resolve issues efficiently. This service ensures compliance while protecting clients' interests.
Bookkeeping Services
We manage bookkeeping for churches and nonprofits using QuickBooks and payroll systems. Services include monthly reporting, cash flow analysis, and financial statement preparation. Our specialists ensure accurate records for tax filings and organizational transparency.
Ministry Tax Planning
We assist ministers with housing allowances, estimated payments, and tax withholdings. Services include annual adjustments and compliance guidance tailored to religious vocations. Our focus ensures clergy clients meet obligations while maximizing available benefits.
Small Business Accounting
We provide tax planning, compliance reporting, and financial consulting for small businesses. Services include cash flow analysis, payroll processing, and strategic planning to support growth. Our team addresses industry-specific tax challenges for long-term success.
People
Jean Hartley
CEO, Enrolled Agent
Founder with 36+ years of accounting experience, specializing in ministry tax for 34 years. Leads a team serving 3,000+ clients globally. Recognized for expertise in clergy tax compliance and nonprofit accounting.
Dan
Tax Preparer
AFSP-credentialed tax preparer with eight years of experience. Provides year-round support for individual and business tax needs. Focuses on accuracy and client education for complex filings.
Shelly
Bookkeeper
Over eight years of experience managing QuickBooks and payroll for churches and nonprofits. Ensures precise financial records and compliance. Specializes in nonprofit bookkeeping across multiple states.
Michele
Bookkeeper
Full-time bookkeeper with expertise in nonprofit financial management. Handles payroll and reporting for diverse clients. Ensures timely, accurate records to support organizational goals.
Katie
Secretary
New team member managing client communications and tax return processing. Provides administrative support during tax season. Focuses on streamlining client interactions and documentation.
Questions
What tax services do you offer for ministers?
We specialize in housing allowance adjustments, estimated tax payments, W-2 guidance, and clergy-specific deductions. Our team understands unique ministry tax requirements.
Can you assist with nonprofit compliance?
Yes, we prepare financial records, handle IRS Form 1023 applications, and ensure compliance for churches and nonprofits in six states.
Do you serve international clients?
We work with clients in over 25 countries, providing tax preparation and compliance services tailored to cross-border requirements.
How do I submit documents securely?
Use our Secure File Portal for encrypted document sharing. This ensures safe transmission of sensitive financial information.
What sets you apart from other accountants?
Our specialized focus on ministry tax, decades of experience, and personalized service for 3,000+ clients distinguish our approach.
Do you offer consultations for new businesses?
Yes, we provide startup guidance, business structure advice, and cash flow planning for small businesses and nonprofits.
Reviews (1)
Tim Hauenstein
Jan 20, 2026
Report
Both my wife and I are retired Pastor's moving to Indiana 5 years ago, Hartley Tax & Accounting has helped us navigate both Federal and local tax returns. Thank you for a job well done!
