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

March 21, 2025

Are health care allowances taxable?

When a church provides a health care allowance to its pastor, the tax implications can vary based on how the allowance is structured. Here’s a detailed explanation: Direct Payments to the Pastor: If the church pays a health care allowance directly to the pastor to cover individual health insurance premiums... Read More

March 20, 2025

What is Social Security Allowance

Crafting compensation packages for church pastors is a process distinctly different from setting salaries and benefits in the for-profit sector. What is Social Security Allowance? A Social Security allowance is an additional payment made by churches to clergy to help cover their Social Security tax burden. This allowance is often... Read More

March 20, 2025

Guidelines for renting church parking lots

There are specific guidelines for churches when renting out their parking lots. Here are some key points to consider: Purpose and Use: The rental activity should not interfere with the church's primary mission and activities. It should be clear that the rental is for a purpose that does not conflict... 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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