What others have to say about David:

I can’t express enough accolades to Dave Rutledge for the assistance he has provided to Trinity Church on countless occasions. Whether the question is in regard to personnel issues and appropriate deductions to be applied with special circumstances, advising when a tax lawyer is needed, or in understanding of the tax laws, especially housing allowance and pastoral exemptions from, as an election, payroll. His review of church finances at quarterly business meetings is very detailed and thorough. Also, Dave proactively researches varied financial and tax law issues so that he may keep abreast of new and pending changes — this information is passed on to clients. With Obamacare enactment pending, particularly in regard to the multiple taxes to be applied, be assured that Dave is the person I will seek for interpretation and guidance.
— Tina Jensen, Finance Administrator, Trinity Baptist Church, Livermore, CA
As a church administrator for over 16 years, I have relied on David Rutledge’s expertise and wisdom to navigate the ever changing administrative requirements and tax laws that churches need to be aware of and stay on top of in order to make sure they are compliant. I appreciate David’s insightful ability to explain in terms that I can understand the often complex and, at times confusing, information that various agencies require.
— Suzanne L., Pleasanton, CA
Dave, I wanted to take a moment and thank you for your guidance this past year. As a first time Pastor, your guidance in our church was indispensable. You have helped me for years in our non-profit ministry, but being the Sr. Pastor of a church was a new avenue for me. Your experience and insight allowed me to move into this new position with full confidence that our accounting and financial process was in perfect order. It is comforting to know that our bookkeeping is properly aligned with the laws of our Nation and that I can preach without the fear. I pray that God continues to bless all that you do, as you serve Him in this important capacity.
— Jerry L. Peters, Jr., Senior Pastor, Hester Assembly, Kentucky
David Rutledge is the consummate professional in church finances and ministers’ taxes. No question too simple nor problem too difficult. I can always count on him.
— Cindy Cook, Chairman, Multiple Church Finance Committees
David Rutledge has come to my rescue numerous times over the years. He is very knowledgeable in church accounting and has helped me with various payroll, housing allowances, and health and expense reimbursements questions, just to mention a few. I am very grateful for all the valuable assistance he has given me.
— Linda Dobson, Finance Manager, La Mesa, CA
We have called on Dave to help us with a number of IRS vs Non-Profit related questions. He helped us inform our parishioners about donating funds for camp and how to make out the checks so that the IRS would accept them. He also steered us in the right direction when we had questions.
— Judy Emig, Treasurer, La Mesa, CA