Clergy Financial Resources simplifies clergy tax preparation with tools like the Clergy Tax Organizer and secure document upload via CyberCabinet. Their expert team ensures accuracy, confidentiality, and peace of mind from start to finish—no matter where you live.

The Clergy Tax Organizer from Clergy Financial Resources simplifies tax prep for ministers by helping gather key financial details. Tailored for clergy, it addresses housing allowances, self-employment income, and ministry expenses for accurate, efficient filing.

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

Clergy Financial Resources offers customized State Worksheets to help clergy report state-specific deductions accurately. These tools simplify compliance and maximize benefits based on location.

Clergy Financial Resources provides a secure platform for uploading your tax documents as part of the clergy tax preparation process. This ensures your sensitive information is protected and easily accessible to our team.

Clergy should use a Housing Allowance Form to ensure they receive one of the most valuable tax benefits available to ministers: the ability to exclude a portion of their income from federal income tax when it's used for housing-related expenses.

Clergy Support is a specialized service designed exclusively for tax clients of Clergy Financial Resources. It provides direct access to expert guidance on complex tax and payroll matters unique to clergy. Instead of searching through multiple sources, you’ll receive clear, accurate answers from one trusted team — helping you stay compliant, informed, and confident all year long.

Has your position changed? Are you moving? Has your compensation changed? Before this appointment, please upload a copy of the most recent pay stubs for all clergy and non-clergy income.