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.

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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.

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Blog

October 1, 2024

Why are clergy subject to Self-employment tax

Clergy are subject to self-employment tax because their earnings from ministerial services are considered self-employment income under the Self-Employment Contributions Act (SECA). This classification is based on several key provisions and interpretations of the Internal Revenue Code and related regulations. Definition of Net Earnings from Self-Employment: According to § 1402(a) of the... Read More

September 30, 2024

Donation of public traded securities

To facilitate the donation of publicly traded securities to your church, the process involves several steps to ensure compliance with IRS regulations and maximize the donors' tax benefits. Here’s a guide on how to handle such a donation: Establish a Brokerage Account for the Church Open an Account: The church... Read More

September 26, 2024

Church Meal Expense Reimbursement Guidelines

All meal expenses for church pastors and staff should not automatically be reimbursed. The reimbursement of meal expenses must comply with specific IRS guidelines to ensure they are deductible and not considered taxable income. Here are the key considerations: Business Connection: The meal expenses must have a direct business connection.... Read More

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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 ...

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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 ...

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2023 Clergy Tax Organizer – Booklet

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

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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