Services Designed for Clergy and Churches

We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy tax preparation, clergy compensation, and church payroll and HR Solutions. We have earned the highest rating of A+ from BBB and an amazing 4.9 customer service rating. No matter where you reside, we are available to serve you.

Clergy Financial Resources has been the leading provider of tax, payroll, and HR solutions exclusively for religious organizations and clergy for 44 plus years. Every client is unique, every situation is different.

We believe in the value of relationships. We view every client relationship like a partnership, we are committed to providing close, personal attention. We take pride in giving you the assurance that the personal assistance you receive represents our commitment to excellence.

In a world where information moves so fast, we’d like to share updates with you as quickly as we can. Be sure to Like and Follow us on Facebook for the most up-to-date clergy tax law, news, and updates!

Tax, Payroll, Bookkeeping & HR Designed Exclusively for Churches and Clergy

Clergy Tax Preparation Even if you have a simple return, the rules are constantly changing from year to year, so you don’t want to overlook any deductions. We have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning. Learn More

Church Payroll & HR Unparalleled tax expertise on the complex issues associated with church payroll and clergy compensation. Learn More

Church Bookkeeping Get all the benefits of a full-time on-staff bookkeeper — Secure the confidence that your books are accurate and armed with a financial team to get the job done right. Learn More

Tax & Legal Products Resources from the most respected and knowledgeable attorneys, accountants, financial advisors guiding clergy and churches today. Learn More

Church Payroll

Finally, A Payroll Company Designed for Churches

Selecting a payroll company may seem easy at first. The greatest challenge for the church in selecting a payroll company is finding someone who is truly qualified in clergy tax law and church payroll. Knowledge and experience are critical and ministry leaders must understand these challenges and recognize the need for industry specialists. Clergy Financial Resources has unparalleled expertise on complex issues associated with church payroll, clergy tax law, and clergy compensation.

Learn More

Blog

November 4, 2024

How can to set up a Qualified Charitable Distribution (QCD)

To set up a Qualified Charitable Distribution (QCD) from your IRA to a qualifying charity, follow these detailed steps and ensure you meet all IRS guidelines, limitations, and restrictions: Steps to Set Up a QCD Verify Eligibility: Age Requirement: Ensure you are at least 70½ years old at the time... Read More

November 1, 2024

What type of expenses qualify for clergy housing allowance

The clergy housing allowance, as outlined in Section 107 of the Internal Revenue Code, allows ministers to exclude from gross income the rental value of a home furnished to them as part of their compensation or a rental allowance paid to them as part of their compensation, to the extent... Read More

November 1, 2024

Appeal Process for Minister 4361 Exemption

There is an appeal process for being denied the 4361 minister exemption. If a minister, member of a religious order, or Christian Science practitioner is denied the exemption from self-employment tax under section 1402(e), they have the right to an administrative review and appeal process. Initial Administrative Review: The individual must... Read More

View All

Featured Products

2024 Church & Clergy Tax Guide

Pre-Order your copy of the 35th Annual Church & Clergy Tax Guide! Shipping late January 2024. Known as the most comprehensive, accurate ...

View Details

2023 Clergy Tax Organizer (PDF)

2023 Clergy Tax Organizer (Fillable PDF) Now available Your PDF organizer will be available at the end of this enro ...

View Details

2023 Clergy Tax Organizer – Booklet

2023 Clergy Tax Organizer Booklet Available for shipping - January 15, 2024 ...

View Details

2023 Audit Protection Plus

Clergy Financial Resources now offers Audit Protection Plus at a low rate of $95.00 per year, regular $149.00. This insurance protects you from the ...

View Details

2024 Housing Guide - PDF Download

The “Housing Allowance Exclusion” allows Clergy to exclude a portion of their income from Federal income tax in order to pay for housing. This ...

View Details

QuickBooks for Nonprofits & Churches: A Step-By-Step Guide to the Pro, Premier, and Nonprofit Versions

Just Released! Is your small nonprofit or house of worship trying to convert to QuickBooks but you are frustrated that it is too hard to learn? Cou ...

View Details

Pro Advisor | Tax Support

Pro Advisor Enrollment Researching a clergy tax issues on your own takes time and can leave you wondering if you've ...

View Details

Pro Advisor | Payroll Support

Pro Advisor Enrollment Researching a payroll issue on your own takes time and can leave you wondering if you've got ...

View Details

File W-2, W2c and 1099 Forms For Churches

Filing Deadline - 2023 W-2 forms are due January 31, 2024. Four simple and easy W-2, W-2c & 1099 online reporting designed for churches ...

View Details

Visit the Store