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.

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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

November 20, 2024

Should I issue Form W-2 or Form 1099-NEC for our minister?

Most churches will issue a Form W-2 to a minister for their compensation if the minister is considered an employee of the church. The determination of whether a minister is an employee or an independent contractor is crucial in deciding whether to issue Form W-2 or Form 1099-NEC. Here are... Read More

November 19, 2024

Can a church rent space to a for profit business?

Renting to a profit-oriented business by a church is categorized as an unrelated business activity, which is not directly aligned with the purpose of the organization's exempt status. Such activities must be reported on Federal Form 990-T and will be subject to tax. However, certain expenses can be allocated to... Read More

November 14, 2024

Determine the FRV housing limitation including furnishings and appurtenances

A common method for determining the fair rental value of clergy housing is using a fixed percentage, like 12%-15% of the current home value. However, this method may be inaccurate. The IRS and tax courts typically recommend using methods such as the comparable fair rental value or the comparable sales... Read More

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Featured Products

2025 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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2024 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 Clergy Tax Organizer – Booklet

2024 Clergy Tax Organizer Booklet Available for shipping - January 15, 2025 ...

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2024 Clergy Tax Organizer (PDF)

2024 Clergy Tax Organizer (Fillable PDF) Available January 1, 2025 ...

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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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