Tax Deadline Approaching

TAX DEADLINE APPROACHING

In order to guarantee completion of your tax return by April, 17th, 2018, all of your tax material will need to be in our office by March 15th, 2018.

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. You can get started with the steps listed below.

Step 1 – Read – How to Get Started

Step 2 – Order and complete the Clergy Tax Organizer

Step 2 – Download and complete the State worksheet

We suggest you review the entire organizer and 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, you can upload, mail or drop-off, or fax your tax material to us along with all your supporting documents, i.e. W-2s, 1099 forms and any other record of income.

CyberCabinet Upload

(contact our office for new client enrollment)

Mail or Drop-Off
Clergy Financial Resources
11214 86th Ave N
Maple Grove, MN 55369

Fax Documents

(888) 876-5101

REQUEST AN EXTENSION

If you are unable to get your tax documents to our office by March 15, 2018, you’ll first need to file an extension with the IRS to avoid any potential late-filing or late payment penalties. Filing an extension will allow you to push your tax return submission deadline back six months to October 15, 2018.

Clergy Financial Resources now has an easy option to file your extension. Complete the request form below. Once this information is submitted, we’ll file your extension and send you email confirmation when your tax extension is accepted

Click Here to request an extension.

< Back

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