Services Designed for Clergy and Churches

We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy tax preparation, clergy compensation, and church payroll and HR Solutions. We have earned the highest rating of A+ from BBB and an amazing 4.9 customer service rating. No matter where you reside, we are available to serve you.

Clergy Financial Resources has been the leading provider of tax, payroll, and HR solutions exclusively for religious organizations and clergy for 44 plus years. Every client is unique, every situation is different.

We believe in the value of relationships. We view every client relationship like a partnership, we are committed to providing close, personal attention. We take pride in giving you the assurance that the personal assistance you receive represents our commitment to excellence.

In a world where information moves so fast, we’d like to share updates with you as quickly as we can. Be sure to Like and Follow us on Facebook for the most up-to-date clergy tax law, news, and updates!

Tax, Payroll, Bookkeeping & HR Designed Exclusively for Churches and Clergy

Clergy Tax Preparation Even if you have a simple return, the rules are constantly changing from year to year, so you don’t want to overlook any deductions. We have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning. Learn More

Church Payroll & HR Unparalleled tax expertise on the complex issues associated with church payroll and clergy compensation. Learn More

Church Bookkeeping Get all the benefits of a full-time on-staff bookkeeper — Secure the confidence that your books are accurate and armed with a financial team to get the job done right. Learn More

Tax & Legal Products Resources from the most respected and knowledgeable attorneys, accountants, financial advisors guiding clergy and churches today. Learn More

Discover the 2024 Clergy Tax Organizer

Now Available!

The Clergy Tax Organizer is offered in two formats: Clergy Tax Organizer Online and Clergy Tax Organizer (Fillable PDF).

Each year, we publish this organizer that serves as both a learning tool and reference guide. . It is designed to enhance the quality of our service and efficiency, while also assisting you in establishing effective record-keeping practices for the upcoming year.

Learn More

Blog

January 16, 2025

IRS guidelines on designating a housing allowance

The IRS guidelines on designating a housing allowance for clergy are detailed and specific. Here is a comprehensive overview: Designation of Housing Allowance Advance Designation Requirement: The housing allowance must be officially designated in advance of payment by the employing church or other qualified organization. This designation can be made... Read More

January 16, 2025

Can I deduct ministry related meals?

Meals related to ministry activities can be deducted for tax purposes under certain conditions. The relevant IRS guidelines and criteria for deducting such expenses, including specific requirements or limitations that apply to clergy or ministers, are as follows: Ordinary and Necessary Business Expenses: Under § 162(a) of the Internal Revenue Code, ordinary... Read More

January 14, 2025

History of dual status for clergy

History and development of dual status for clergy members: Early 20th Century Pre-1954: Initially, clergy were generally treated as employees of their religious institutions. However, this treatment didn't fully address the unique nature of their ministerial income and work arrangements. Introduction of SECA (1954) 1954: The Self-Employment Contributions Act (SECA)... Read More

View All

Featured Products

2025 Church & Clergy Tax Guide

Pre-Order your copy of the 35th Annual Church & Clergy Tax Guide! Shipping late January 2025. Known as the most comprehensive, accurate ...

View Details

2025 Housing Guide - PDF Download

The “Housing Allowance Exclusion” allows Clergy to exclude a portion of their income from Federal income tax in order to pay for housing. This ...

View Details

2024 Audit Protection Plus

Clergy Financial Resources now offers Audit Protection Plus at a low rate of $95.00 per year, regular $149.00. This insurance protects you from the ...

View Details

2024 Clergy Tax Organizer – Booklet

2024 Clergy Tax Organizer Booklet Available for shipping - January 15, 2025 ...

View Details

2024 Clergy Tax Organizer (PDF)

2024 Clergy Tax Organizer (Fillable PDF) Available January 1, 2025 ...

View Details

2024 Clergy Tax Organizer Online

2024 Clergy Tax Organizer Online (Web-based) Available January 1, ...

View Details

QuickBooks for Nonprofits & Churches: A Step-By-Step Guide to the Pro, Premier, and Nonprofit Versions

Just Released! Is your small nonprofit or house of worship trying to convert to QuickBooks but you are frustrated that it is too hard to learn? Cou ...

View Details

Pro Advisor | Tax Support

Pro Advisor Enrollment Researching a clergy tax issues on your own takes time and can leave you wondering if you've ...

View Details

Pro Advisor | Payroll Support

Pro Advisor Enrollment Researching a payroll issue on your own takes time and can leave you wondering if you've got ...

View Details

File W-2, W2c and 1099 Forms For Churches

Filing Deadline - 2024 W-2 forms are due January 31, 2025. Four simple and easy W-2, W-2c & 1099 online reporting designed for churches ...

View Details

Visit the Store