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With 24 years of experience as an H&R Block tax pro, Bridgette enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Bridgette stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Bridgette specializes in clergy, estates and trusts, charitable giving and more.
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Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
Donations made to qualified charities can be deducted to reduce taxable income.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
If a disaster loss is not reimbursed by insurance or other means, you can deduct it on your taxes.
Retirement income, pensions, and annuities can change the way you file your taxes.