Many clergy have found errors in or are uncomfortable with tax returns that they prepared using tax software or were prepared by other tax return preparation companies. Just one slip up entering information and/or answering one question incorrectly could end up costing you, either in the form of a larger tax bill or a smaller refund. With special tax laws designed for clergy, there are plenty of ways to mess up a 1040 form.

Others have received notices for tax audits and sometimes can’t get the help they need from their tax return preparer. We can help with all of these.

We can provide a second opinion. If you’ve already filed your income tax return, Clergy Financial Resources is offering a complimentary review of your income tax return.

We can review your return manually and identify missing or incomplete information that creates red flags and bring your return to the attention of the IRS. Plus, identify possible tax-saving opportunities you may have missed.

Clergy Financial Resources offers this “Tax Review” program in which we will review up to the past three years of returns. This will provide you with greater peace of mind and if we find any errors or even a refund, you can always file an amended return. 

Please complete the following two steps, uploading documents and scheduling your review. During this review, we’ll be looking for missing deductions or incomplete information that created red flags for the IRS. Plus, identify possible tax-saving opportunities that were overlooked. 

Step 1 – Upload or fax (888) 876-5101 the following documents

• • 2023 Tax Return(s) (Return must be completed and filed with IRS)
  • 2023 W2 Forms
  • Other tax supporting documents
  • Other documents that you want to review

After uploading your documents, please schedule an appointment using the link below. 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.

Step 2 – Click here – Schedule an Appointment. 

For more information or if you prefer to make an appointment over the phone or need additional assistance, please use the contact information below.

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

Tel: (763) 425-8778 
Email: cfr@clergyfinancial.com
Fax: (888) 876-5101