Clergy Financial Resources makes clergy tax preparation simple with helpful tools such as the Clergy Tax Organizer and secure document upload through CyberCabinet. Backed by an experienced team, we provide accuracy, confidentiality, and peace of mind throughout the entire process—wherever you are.

Clergy Financial Resources’ Clergy Tax Organizer streamlines tax preparation for ministers by guiding the collection of essential financial details. Designed specifically for clergy, it covers housing allowances, self‑employment income, and ministry expenses to ensure accurate and efficient filing.

Clergy Financial Resources provides a secure and convenient way for clergy to access their completed Clergy Tax Organizer.

Clergy Financial Resources provides customized State Worksheets designed to help clergy accurately report state‑specific deductions. These tailored tools simplify compliance and ensure ministers maximize the benefits available in their location.

Clergy Financial Resources offers a secure platform for uploading tax documents, ensuring your sensitive information remains protected while giving our team convenient access to support your clergy tax preparation.

Ministers should complete a Housing Allowance Form to secure one of their most valuable tax benefits—the ability to exclude a portion of income from federal taxes when it is used for housing expenses.

Clergy Support is a dedicated service offered exclusively to tax clients of Clergy Financial Resources. It gives ministers direct access to expert guidance on the complex tax and payroll issues unique to clergy. Rather than navigating multiple sources, you’ll receive clear, reliable answers from one trusted team—helping you remain compliant, informed, and confident throughout the year.

Have there been any changes to your position, compensation, or residence? Before your appointment, please upload the most recent pay stubs for all clergy and non‑clergy income."