If you found yourself unable to meet the tax deadline to complete your 2019 tax return by July 15, 2020, you’ll still in luck.  Your extension will allow you to push your filing deadline back to October 15, 2020.

This extension is not an extension of time to pay. If you have not made all of your estimated payments for federal and state or anticipated a balance due for 2019, please forward this payment to the IRS or state prior to July 15, 2020. 

Need Help Filing Your Taxes?

Since 1980, the tax service division of Clergy Financial Resources has provided individual tax consulting and services to religious professionals in all 50 states. If you are looking for a tax service that specializes in clergy tax law, you have come to the right place!

Learn how to get started – Read

You can get started with the two steps below.

Clergy Tax Organizer – Order and complete

Each year, we publish a Clergy Tax Organizer, which is designed to be used as a learning tool and reference guide. This organizer will assist you in gather the information needed to prepare your current return.

State worksheet – Download and complete

The state worksheet is designed to address the most current tax law changes within your state. 

Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state organizer for each state.  This worksheet will assist you in gathering state information needed to prepare your current return. 

We suggest you review the entire Clergy Tax Organizer and state worksheet and answer all the questions that apply to you. Your return will be prepared primarily from this data.

When your organizer and worksheet are completed, please upload, mail, or fax your tax material to us along with all your supporting documents (i.e. 2018 tax return, W-2’s, 1099 forms, and any other record of income). 

If you would find it beneficial for us to have a short conversation in reference to the benefits and value of our tax service. Please schedule a phone appointment using the link below or feel free to contact us. The meeting scheduler will display an up-to-date calendar and let you pick a convenient time. We will contact you at the scheduled time with the phone number provided.

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Clergy Financial Resources serves as a resource for clients to help analyze the complexity of clergy tax law, church payroll & HR issues. Our professionals are committed to helping clients stay informed about tax news, developments and trends in various specialty areas.

This article is intended to provide readers with guidance in tax matters. The article does not constitute, and should not be treated as professional advice regarding the use of any particular tax technique. Every effort has been made to assure the accuracy of the information. Clergy Financial Resources and the author do not assume responsibility for any individual’s reliance upon the information provided in the article. Readers should independently verify all information before applying it to a particular fact situation, and should independently determine the impact of any particular tax planning technique. If you are seeking legal advice, you are encouraged to consult an attorney.

For more information or if you need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: (888) 421-0101 
Fax: (888) 876-5101
Email: clientservices@clergyfinancial.com

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Complete the request form and a clergy tax, payroll or HR advisor will contact you

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