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With 33 years of experience as an H&R Block tax pro, Nancy 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, Nancy stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Nancy specializes in clergy, investments, military 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.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.
Retirement income, pensions, and annuities can change the way you file your taxes.
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.