Legal

Legal Statement Clergy Financial Resources has created this legal statement in order to demonstrate our firm commitment to the Internet. Intellectual Property All content on Sites, including but not limited, text, graphics, logos, button icons, images, audio clips, digital downloads, data compilations, software, and the compilation of any of the foregoing, is our property the…

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Privacy Policy

Privacy Statement This privacy notice is being provided on behalf of the Clergy Tax Net and Clergy Financial Resources which demonstrate our firm’s commitment to privacy. It describes how information about you is handled and the steps we take to protect your privacy. We call this information “customer data” or just “data”.  If you have other…

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Compensation Package

Clergy Compensation Package The new 1986 Tax Reform Act, the 1987 Omnibus Budget Reconciliation, Technical Correction Act of 1988, and the 1993 Reconciliation Act make the most sweeping changes in almost 50 years. The new law is not simple. Your salary package is the most important factor in determining your annual tax liability. At year…

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Accountable Reimbursement Plans

Your church should establish an accountable reimbursement policy. Clergy are allowed to exclude all reimbursed expenses from their reportable income. The church reimbursement policy should include the following, but not limited to: office supplies, religious material, subscriptions and paperbacks, meals, entertainment, seminars, dues and memberships, library, educational expenses, camps, legal and professional services, gifts, auto,…

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Common Church Payroll Errors

Overview If you’ve ever experienced payroll errors first-hand, you know the extensive costs and time-consuming efforts that go into correcting them. Even the smallest of payroll slip-ups can snowball into serious, long-term issues and increased expenses, especially if those mistakes continually occur. But when mistakes happen, it’s important to determine what occurred and why, and…

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State Organizer

In addition to the Clergy Tax Organizer, we also provide a state organizer. This organizer will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state organizer for your resident state. The state organizer is essential and should be attached to your other tax material which…

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Common Church Payroll Errors

Each year sixty percent of the church W-2 forms are reported with errors. This is created by the lack of understanding of the reporting requirements of taxable income, how to handle various housing situations, reimbursement and allowance plans, and the elements of clergy compensation. If payroll and the related taxes are not reported properly or…

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Online Payment Center

Online Payment Center Save time and money on stamps. It’s free! Welcome to the online payment center. We welcome Visa, MasterCard, and PayPal. Our secure online payment system will process your credit card payment for tax, payroll, and mortgage services. In addition to federal, state, local and educational payments. Please select a payment category from…

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Accountable Reimbursement Plans Are Often Misunderstood By Church Administrators

Accountable Reimbursement Plans Your church should establish an accountable reimbursement policy. Clergy are allowed to exclude all reimbursed expenses from their reportable income. The church reimbursement policy should include the following, but not limited to: office supplies, religious material, subscriptions and paperbacks, meals, entertainment, seminars, dues and memberships, library, educational expenses, camps, legal and professional…

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