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.

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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.

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Blog

April 1, 2025

Should I Be Afraid to File a Tax Extension

If the looming April 15 tax deadline has you stressed, take a deep breath—you have time and options. Every year, many clergy rush to file by the deadline, often missing key deductions, making costly errors, or settling for a hurried filing experience. However, here's the truth: filing a tax extension... Read More

March 29, 2025

How tithing can reduce your taxable income

Tithing, the practice of donating a portion of one's income to a religious organization, is a common tradition in many faiths. While tithing fulfills spiritual obligations, it also has potential tax implications that can be beneficial for taxpayers. Here's a detailed look at how tithing affects taxable income: Eligibility for... Read More

March 29, 2025

Why consulting a clergy tax professional matters

Consulting a tax professional can be highly beneficial for pastors due to the unique and complex nature of clergy taxes. Here are some detailed reasons why pastors should consider seeking professional tax advice: Understanding Clergy-Specific Tax Rules: Dual Tax Status: Pastors often have a dual tax status, being treated as... Read More

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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 ...

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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 ...

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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 ...

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2024 Clergy Tax Organizer – Booklet

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

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2024 Clergy Tax Organizer (PDF)

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

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2024 Clergy Tax Organizer Online

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

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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 ...

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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 ...

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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 ...

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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 ...

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