Services Designed for Clergy and Churches

We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy compensation and tax preparation, non-profit and business returns, church bookkeeping and payroll with HR Solutions. Our commitment to excellence has earned us an A+ rating from the Better Business Bureau and a 4.9-star customer satisfaction score. No matter where you live, our team is ready to support you.

For over 44 years, Clergy Financial Resources has been the trusted leader in tax, bookkeeping, payroll, and HR solutions—serving clergy and religious organizations exclusively. We understand that every client is unique and every situation requires a personalized approach.

We believe strong relationships are the foundation of great service. We treat every client as a valued partner and are committed to providing close, personalized attention. Our goal is to give you confidence and peace of mind, knowing that the support you receive reflects our unwavering commitment to excellence.

In today’s fast-paced world, staying informed matters. Follow us on Facebook to get the latest updates on clergy tax law, news, and important announcements—delivered right to your feed!

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

Clergy Tax Preparation Non-Profit & Business 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

Discover the 2024 Clergy Tax Organizer

Now Available!

The Clergy Tax Organizer is offered in two formats: Clergy Tax Organizer Online and Clergy Tax Organizer (Fillable PDF).

Each year, we publish this organizer that serves as both a learning tool and reference guide. . It is designed to enhance the quality of our service and efficiency, while also assisting you in establishing effective record-keeping practices for the upcoming year.

Learn More

Blog

October 3, 2025

Kingdom Impact 5 Podcast –September Recap

Two informative episodes of the Kingdom Impact 5 Podcast dropped in September. In under 5 minutes, the Kingdom Impact 5 podcast takes a deep dive into a topic to help your ministry stay compliant, confident, and financially strong. From IRS regulations and payroll best practices to bookkeeping tips and tax... Read More

September 30, 2025

New $2,000 1099-NEC Filing Threshold

What Clergy and Churches Need to Know The IRS has announced a significant change to Form 1099-NEC reporting requirements, which will impact churches, ministries, and clergy-related organizations starting in 2026. Under the OBBB Act, the threshold for issuing Form 1099-NEC will increase from $600 to $2,000, offering welcome relief to... Read More

September 30, 2025

Every Clergy Should Consider a 403(b)(9) Plan

Retirement planning is a vital part of financial stewardship, especially for clergy who often face unique challenges in managing income, housing allowances, and long-term savings. One of the most powerful tools available to clergy is the 403(b)(9) retirement plan—a tax-advantaged savings vehicle designed specifically for employees of churches, religious organizations,... Read More

View All

Featured Products

2025 Church & Clergy Tax Guide

Pre-Order your copy of the 35th Annual Church & Clergy Tax Guide! Shipping late January 2025. Known as the most comprehensive, accurate ...

View Details

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 ...

View Details

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 la ...

View Details

2024 Clergy Tax Organizer – Booklet

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

View Details

2024 Clergy Tax Organizer (PDF)

2024 Clergy Tax Organizer (Fillable PDF) Now Available ...

View Details

2024 Clergy Tax Organizer Online

2024 Clergy Tax Organizer Online (Web-based) Now Available ...

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 - 2024 W-2 forms are due January 31, 2025. Four simple and easy W-2, W-2c & 1099 online reporting designed for churches ...

View Details

Visit the Store