Page 26: Payment Information for Services
Skip this page if you have another arrangement to pay our fee — say so in the comments box.
You need this page if you want the preparation fee taken from a bank account or a card. This page is about our fee, not about tax you owe the IRS or a state.
Page 26: Payment Information for Services
Skip this page if you have another arrangement to pay our fee. If so, simply note your preferred payment method in the comments section.
You need this page if you would like the tax preparation fee paid directly from a bank account or charged to a debit or credit card. This section relates only to payment of our preparation fees and does not apply to any taxes you may owe to the IRS or your state tax authority.
What this page does. It is how you pay Clergy Financial Resources for preparing your return. It is separate from page 25, which deals with tax owed to the IRS and the state.
Before You Begin
Please have one of the following available:
- A check or bank account information, if paying by ACH or electronic bank withdrawal
- A credit or debit card, if paying by card
Having the payment information ready before you begin will make the process quicker and easier.
Paying by Bank Account
If you would like the fee to be paid from your bank account, you have two options.
Use the Same Account Listed on Page 25
If you would like us to use the same bank account you entered on Page 25, simply check the box provided.
This will save time and prevent the need to enter the information again.
Enter a Different Bank Account
If you would prefer to use a different account, please provide:
- Name(s) on the account
- Financial institution name
- Routing number
- Account number
Please enter the information exactly as it appears on your bank records.
Paying by Credit or Debit Card
If you prefer to pay by card, please provide:
- Name as it appears on the card
- Card number
- Expiration month and year
- Security code (CVV)
Entering the information carefully helps prevent processing delays.
Billing Address
Please enter the billing address associated with your payment method.
Include:
- Street address
- City
- State
- ZIP code
Important
If paying by card, use the billing address connected to the card account, even if it differs from your home, church, or mailing address.
The billing address must match the card issuer’s records for the payment to be approved.
Payment Authorization
Before we can process your payment, please review and acknowledge the authorization statement provided on the page.
Be sure to check the authorization box.
This authorization confirms that you approve Clergy Financial Resources to process payment using the information you have provided.
Comments Section
Use the comments section to communicate any special payment instructions.
Examples may include:
- Requesting an invoice before payment
- Splitting payment between accounts
- Making payment through an alternate arrangement
- Questions regarding billing
If there is anything unusual about your payment preferences, please let us know.
Common Mistakes to Avoid
Remember: This Is Not a Tax Payment
Page 26 covers payment for tax preparation services only.
Any payment due to:
- The IRS
- A state taxing authority
is handled separately on Page 25.
Completing one page does not automatically complete the other.
Verify the Billing Address
When paying by card, the billing address must match the address on file with your card issuer.
Even a small mismatch can cause the transaction to be declined.
Check the Card Expiration Date
Please make sure the card you provide will still be valid when the payment is processed.
If a card is scheduled to expire soon, you may wish to use a different card to avoid delays.
Protect Your Financial Information
For your security, please submit completed organizer pages containing banking or credit card information only through our secure document upload portal.
Never send payment information through ordinary email.
Avoid Sharing Card Information Through Other Channels
For your protection, please do not send credit card numbers through:
- Text message
- Chat messages
- Voicemail
If you prefer not to include payment information in the organizer, simply leave the page blank and contact our office directly to provide payment information securely.
Alternative Payment Arrangements
If you have already made other payment arrangements with our office, you may leave this page blank and note your arrangement in the comments section.
We’ll review your instructions and proceed accordingly.
When You’re Finished
Before submitting your organizer, please confirm that you have:
✓ Selected your preferred payment method
✓ Entered accurate banking or card information
✓ Verified your billing address
✓ Completed the payment authorization
✓ Added any special payment instructions
A completed Page 26 helps us finalize your engagement and process your tax preparation fees efficiently and securely. If you have questions about payment options or would like to make alternative arrangements, simply include a note in the comments section or contact our office directly.