Thank you for choosing Clergy Financial Resources to prepare your tax return.  We sincerely appreciate your trust and the opportunity to serve you.

Rich first began preparing tax returns in 1973 in Brooklyn as a part-time job. After getting his MBA in 1986, he started working full-time as a professional tax consultant.

In 2011, he decided that it was time to get credentialed as an EA (Enrolled Agent) in order to better serve his customers. The EA designation required the passage of three (3) more rigorous exams as well as significantly more continuing education annually.

In 2012, I was elected to serve on the National Board of Directors for the National Assoc. of Tax Professionals for the past 9 years.

In addition, he has developed and taught courses related to Church and Clergy taxation explaining what the IRS expects from both in terms of taxable income and related taxation items such as UBIT.

Talking with our tax advisors will help you better understand your taxes. We’ll help you maximize your return by finding every deduction you are entitled to. They don’t just do your taxes; they look at your lifestyle and evaluate your tax health to find the best outcome. 

Our knowledge, experience, and approach are what set our firm apart. We leverage technology to provide a streamlined and efficient process. Our electronic process is designed to make your life easier and make things more convenient. We focus on each file and communicate with you, provide you with documentation, and respond to your questions with as little disruption to your daily lives as possible. We make ourselves accessible through our electronic system, and we genuinely care about you and the outcome of your return.

If you need additional assistance, please feel free to contact us. 

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

Tel: 763.425.8778
Fax: 888.876.5101
Email: clientservices@clergyfinancial.com

Let’s get started!

Now is the time to schedule your tax review.  This tax review step is designed to clarify and review the entire organizer and other tax-related information together. During this review, we’ll be looking back one year for consistency, identifying possible tax-saving opportunities in the current year, and looking forward to one year to determine adjustments for estimated payments or optional withholdings. This step will get your return to the 90% status before it moves to the final review. After the final review, your return will be ready to e-file. 

Click the link below to schedule your 2022 tax review. This review is scheduled for a maximum of 1 hour and will vary based on the complexity of your return. 

• 2023 Tax Review Appointment(1 Hour)

Should you have additional questions after your return has been finalized, please use the Follow-up link below to schedule.

• 2023 Follow-up Appointment (30 Minutes)

How Was Your Experience?

We conduct customer surveys that allow you to provide feedback on your experience with your tax advisor, or services. Your thoughts are invaluable to us.

We guarantee 100% satisfaction with our tax services at Clergy Financial Resources.

We invite you to complete this brief survey which should only take 1 minute. Your valuable feedback helps us understand what we are doing well and where we can improve. 

How was your experience with Rich?

In appreciation of your efforts, Clergy Financial Resources will contribute $5.00 to Feed my Starving Children upon completion of your survey. Join us today to turn HUNGER into HOPE.