Services Designed for Clergy and Churches

We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy compensation and tax preparation, non-profit and business returns, church bookkeeping and payroll with HR Solutions. Our commitment to excellence has earned us an A+ rating from the Better Business Bureau and a 4.9-star customer satisfaction score. No matter where you live, our team is ready to support you.

For over 46 years, Clergy Financial Resources has been the trusted leader in tax, bookkeeping, payroll, and HR solutions—serving clergy and religious organizations exclusively. We understand that every client is unique and every situation requires a personalized approach.

We believe strong relationships are the foundation of great service. We treat every client as a valued partner and are committed to providing close, personalized attention. Our goal is to give you confidence and peace of mind, knowing that the support you receive reflects our unwavering commitment to excellence.

In today’s fast-paced world, staying informed matters. Follow us on Facebook to get the latest updates on clergy tax law, news, and important announcements—delivered right to your feed!

Tax, Payroll, HR, Bookkeeping, & Advisory Services Exclusively for Clergy, Churches, and Nonprofits

Clergy Tax Preparation Non-Profit & Business Even if your tax return seems straightforward, tax laws and regulations change year to year, making it easy to miss valuable deductions and opportunities. Our expertise ensures your returns are prepared accurately while identifying strategies to minimize your tax liability through proactive, careful planning—so you keep more of what you earn. Learn More

Church Payroll & HR Trusted tax guidance for the highly specialized needs of clergy compensation and ministry payroll Learn More

Church Bookkeeping & CFO Services Enjoy the advantages of a full-time, in-house bookkeeper—without the added overhead. Gain confidence knowing your financials are accurate, up to date, and supported by a dedicated team committed to getting it right. Learn More

Tax & Legal Products Resources developed by recognized experts in law, accounting, and financial planning for churches and ministries Learn More

Discover the 2025 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

October 19, 2026

2027 Social Security Figures Are Out: What They Mean for Ministers

Each October, the Social Security Administration (SSA) releases the numbers that will shape Social Security taxes and benefits for the coming year. On October 14, 2026, SSA announced its figures for 2027. Because ministers live under a unique set of Social Security rules, these annual changes affect pastors a little... Read More

October 19, 2026

Church Treasurers: How Voluntary Withholding Can Spare Your Pastor an April Surprise

Ministers enjoy a unique status under federal tax law, but it comes with a responsibility that catches many pastors off guard. Because a minister's salary isn't subject to mandatory income tax withholding, and because the church doesn't withhold Social Security and Medicare taxes, many pastors face a large tax bill... Read More

October 19, 2026

Retired Ministers and the Housing Allowance: Keeping a Valuable Benefit in Retirement

For many pastors, the housing allowance is one of the most valuable tax benefits of ministry. What a lot of ministers don't realize is that the benefit doesn't have to end on the day they retire. Under long-standing IRS rulings, a retired minister may be able to exclude part, or... Read More

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Featured Products

2027 Accountable Reimbursement Guide

Our most comprehensive accountable reimbursement guide for churches and religious organizations Most accountabl ...

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2027 Housing Allowance Guide

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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One Person - Health Reimbursement Group

A One-Person Health Reimbursement Arrangement (HRA) is a powerful and tax-efficient way for churches—to cover healthcare costs while maximizing tax ...

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QSEHRA - Health Reimbursement Group

(For Churches and Organizations with Fewer Than 50 Employees and No Group Health Plan) A Qualified Small Employer Health Reimbursement Arr ...

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ICHRA - HRA Plan Group

Health Reimbursement Arrangements (HRAs) are experiencing a strong resurgence as a preferred benefits strategy, offering greater flexibility, choice, ...

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2025 Clergy Tax Organizer (Internet based)

Friendly Reminder: To ensure the best chance of filing by October 15th, we strongly recommend su ...

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2025 Clergy Tax Organizer (PDF)

Friendly Reminder: To ensure the best chance of filing by October 15th, we strongly recommend su ...

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New 2025 Audit Protection Plus

Audit Protection Plus – Peace of Mind for Just $125 New this year: Amendments are included! ...

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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 yet eas ...

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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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Dependent Care Assistance Plan (IRC 129)

A Dependent Care Assistance Plan (DCAP) is a valuable, tax-advantaged benefit that allows churches to help pastors and staff cover the cost of qualify ...

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