Comprehensive Tax Service
Clergy Tax Preparation • Compliance • Advisory • Priority Service • Support
Now is the time to make next tax season look different.
Since 1980, the Tax Services Division of Clergy Financial Resources has helped clergy and religious professionals across all 50 states navigate the unique complexities of clergy taxation with confidence. We understand that ministers face tax rules unlike those of any other profession. Housing allowances, self-employment taxes, retirement planning, ministry expenses, clergy compensation, and estimated tax requirements all require specialized knowledge that many tax preparers simply do not possess.
Our mission is simple: to help you spend less time worrying about taxes and more time focusing on your ministry.
Whether you are serving your first congregation, leading an established ministry, working bi-vocationally, or preparing for retirement, our Comprehensive Tax Service is designed to provide the preparation, planning, support, and specialized expertise you need throughout the year, all within a single, seamless experience.
Backed by decades of clergy tax experience, our team works exclusively with ministers, churches, and nonprofit organizations. We understand the challenges you face, the opportunities available to you, and the importance of receiving guidance tailored specifically to ministry life.
Tax laws continue to evolve, and even seemingly simple tax returns can contain overlooked deductions, reporting issues, or valuable planning opportunities. Our comprehensive approach combines professional tax preparation, proactive guidance, and ongoing support to help you remain compliant, reduce unnecessary tax liability, and make informed financial decisions throughout the year.
Whether you’re navigating housing allowance decisions, reviewing estimated tax payments, evaluating retirement options, managing a ministry transition, or responding to changing financial circumstances, our experienced clergy tax professionals are here to help every step of the way.
A Simpler Tax Preparation Experience
We have designed our process to be convenient, secure, and stress-free.
Your tax interview can be completed by telephone or virtual meeting from the comfort of your home or office. Documents are securely uploaded through your private client portal, allowing us to provide personalized service no matter where you live.
Our streamlined process saves time while ensuring the accuracy and completeness of your return.
Let us help make this year’s tax season simpler, more organized, and less stressful. With proactive planning and expert guidance, you can spend less time worrying about taxes and more time focusing on your ministry and the people you serve. We look forward to partnering with you.
Why Specialized Clergy Tax Expertise Matters
Not all tax professionals understand the complexities of clergy taxation. Issues such as housing allowances, accountable reimbursement plans, ministerial compensation, dual tax status, retirement plans, and clergy payroll reporting require specialized training and experience.
Because we focus exclusively on serving clergy, churches, and nonprofit organizations, we understand the challenges you face and the opportunities available to you. Our team works daily with the same tax issues that impact ministers and church staff nationwide.
Trusted Tax Guidance Since 1980
New Sign-Up Form Available
We’re excited to offer a convenient way for new clients to express interest in our tax services throughout the year. Our new sign-up form makes it easy to connect with our team and begin planning for the upcoming tax season.
By completing the form, you’ll help us better understand your needs and ensure timely communication during our annual enrollment period.
Click here for the new sign-up form.
Ready to Get Started?
Whether you’re serving in your first ministry position, have spent years leading a congregation, or are preparing for retirement, navigating clergy tax and financial matters can be challenging. Our team specializes in serving ministers, pastors, and church staff, providing guidance tailored to the unique tax rules, financial opportunities, and planning needs of clergy.
When working with you, we’ll take the time to understand your situation, answer your questions, and identify strategies that can help reduce stress, maximize available tax benefits, and create a clear path forward. From housing allowance planning and self-employment tax considerations to tax preparation, retirement planning, and ongoing financial guidance, we’re here to help every step of the way.
Schedule a consultation to learn how our clergy-focused tax professionals can help you:
• Navigate clergy tax rules with confidence.
• Maximize deductions and tax-saving opportunities.
• Plan effectively for retirement and long-term financial goals.
• Avoid costly tax mistakes and compliance issues.
• Receive personalized guidance designed specifically for ministers and church staff.
Tax Season Doesn’t Have to Be Taxing
Our mission is simple: to help clergy spend less time worrying about taxes and more time focusing on your ministry.
We provide professional tax preparation, trusted guidance, and year-round support designed specifically for ministry leaders. Whether you are newly ordained, serving a congregation full-time, working bi-vocationally, or preparing for retirement, our team is here to help.
With decades of clergy tax experience, a commitment to personal service, and a deep understanding of ministry life, Clergy Financial Resources is your trusted partner for clergy tax preparation and planning.
Designed for Clergy Who Want More Than Tax Preparation
The Comprehensive Tax Service is ideal for ministers who value professional tax preparation but also want proactive planning and year-round access to clergy tax expertise. By combining compliance, planning, and support, this package helps you stay informed, prepared, and focused on your ministry with confidence.
For more information or if you prefer to make an appointment over the phone or need additional assistance, please use the contact information below.
Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369
Email: cfr@clergyfinancial.com