Plain-language guides and ready-to-use tools for pastors, church treasurers and boards, written by the clergy tax specialists at Clergy Financial Resources. Instant download, updated every year.
For pastors
Keep more of what you earn and file with confidence.
Pastors & churches
2027 Housing Allowance Guide
Understand the rules, avoid common mistakes and get the most from the most valuable tax benefit available to clergy.
For church treasurers
Get payroll, reimbursements and year-end reporting right the first time.
Treasurers & payroll
Clergy W-2 Kit
A box-by-box guide to a minister’s W-2, worked examples and an Excel workbook that fills in W-2s for up to six employees.
Treasurers & boards
2027 Accountable Reimbursement Guide
A ready-to-adopt plan and board resolution, fill-in forms with automatic totals and treasurer checklists.
For church boards
Make benefit and compensation decisions with the facts in front of you.
Boards & finance committees
Health Benefits for Churches
QSEHRA, CHOICE Arrangement (formerly ICHRA) and one-person HRA answers, with a decision flowchart and a cost comparison workbook.
Boards
Church Compensation: From Strategic Plan to Compliance
Build a fair, compliant compensation plan for your pastor and staff.
Rather have us do it?
Every guide leads to a service where our team handles the work for you.
Common questions
How do I get my guide?
Every guide is an instant download. After checkout you’ll get a download link on the order page and by email.
Which tax year do the guides cover?
Each guide shows its edition on the product page. We update our guides every year as IRS rules and limits change.
What if a guide isn’t what I needed?
All of our products come with a 30-day money-back guarantee. Call us within 30 days and we’ll make it right.
I’d rather talk to someone.
Email clientservices@clergyfinancial.com or call (888) 421-0101.