Assist, Inc.

Making Taxes Less Taxing

LEARN MORE ABOUT

Our approach and mission in helping you achieve your goals.

Learn more about our expertise and experience.

Our focus is making taxes simple and easy to understand.

Learn about how we can help your church stay compliant.

Traveling or moving abroad? Learn more about insurance options. 

Need more information? Contact us! 

Who we are

We are dedicated to helping ministers and churches meet the challenge of today’s perplexing money problems. We help relieve you of pressures, burdens, and worries that interfere with the needed study of God’s Word and your ministry to the spiritual needs of those around you. Assist serves as a catalyst for you and your financial needs.

For more than 50 years, Assist has been providing expertise in the tax laws affecting churches. It all started in 1970 when Ted Monroe recognized the complicated financial situations facing ministers and missionaries. Ted started Assist to help them navigate complex tax laws.

Assist has been family owned and operated for three generations and is currently led by Mitch Monroe and his son Sean. They continue to provide excellent service to clients all over the world.

Why Choose Us

  • Expertise

    Assist offers a unique system of tax services for ministers, missionaries, and churches. Because we specialize in this area, we know how to design financial plans to help reduce your tax liability and accomplish your financial goals.

  • Variety of Services

    We offer a variety of services including budgeting for quarterly estimates to the IRS, helping churches determine taxable benefits, such as housing allowance, taxable income, and experienced tax return preparation by a competent, professional staff.

  • Planning Not Just Preparation

    Most importantly, we provide tax planning instead of just tax preparation. You will benefit from our vast experience in dealing with the IRS, whether in product resolution (i.e. delinquent tax returns, incorrect returns, employer payroll forms, audit consultation) or exemption from Social Security for ministers who are eligible and desire to be exempt.

our services

Whether you need services only one time a year or consultations and planning year-round, Assist is here to help!

Full Service Client

$34 monthly service fee, includes:

  • $300 Federal tax return base fee  waived (state return fee not included)
  • Tax planning
    • Structure salary to minimize taxes
    • Tax estimates
  • Budgeting & filing quarterly estimates to IRS
  • Housing allowance set-up
  • Full-time resource for tax questions

Once a Year Client

  • Discounts for new clients
  • Ministers Federal Tax Return base fee- $300
  • State Returns- $40

Other Services

  • Social Security Exemption (Form 4361)- $100
  • Life & Disability Insurance
  • Form 941

Ask about our FREE review on past tax returns!

Church Payroll

Is your church compliant?

Churches are required by the IRS to file quarterly wage reports (Form 941s) even if no tax is due. Assist can help with the preparation of these forms each quarter as well as the end of year payroll forms (W-3, W-2, 1096, 1099).

Assist will also help ensure that your payroll is accurate and answer any questions you might have.

Fees

  • $75 one-time set up fee
  • $75 per quarter, includes preparation of the following for up to 5 employees:
    • Form 941
    • W-3
    • W-2
    • 1096 and 1099- $10 each

International Health Insurance

Need international health insurance? Click on the button below to apply online with IMG (International Medical Group).

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