A free second look at your clergy tax return
Already filed? Our clergy tax specialists will review your return at no cost to catch errors, missed deductions and clergy-specific issues that tax software and general preparers often miss. Our complimentary review is available anytime from May through December.
Complimentary reviews are available May through December. Document uploads and scheduling for reviews open May 1. Need help sooner? Call (888) 421-0101.
- ComplimentaryNo cost for the review
- Up to 3 yearsof previously filed returns
- May through DecemberAvailable anytime during these months
- Clergy tax specialistsHousing allowance, SECA and more
Why a second opinion?
Many clergy discover errors in returns prepared with tax software or by general tax firms unfamiliar with the unique tax laws that affect ministers. A single mistake, overlooked deduction or incorrectly answered question can mean a higher tax bill, a smaller refund or unwanted attention from the IRS. And if you’ve received an IRS notice or audit inquiry, your original preparer may not be able to give you the specialized help you need. Our team is here to help.
What our clergy tax specialists check
- Missing, incomplete or inaccurate information
- Clergy-specific reporting, including housing allowance, self-employment tax and ministerial income
- Potential IRS audit triggers and compliance concerns
- Missed deductions, credits and tax-saving opportunities
- Opportunities to amend prior-year returns and recover overpaid taxes
Three-Year Tax Review Program
We can review up to three years of previously filed returns — currently 2023, 2024 and 2025. If we find errors, missed deductions or potential refunds, we’ll guide you through filing amended returns so you can take advantage of every clergy tax benefit available to you.
Received an IRS notice or letter?
Don’t wait for a review appointment. Our Tax Resolution team helps clergy respond to IRS notices, audits and balances due — any time of year.
Two simple steps
Reviews are available anytime from May through December.
Uploads and scheduling open May 1. Complimentary reviews are available May through December. Need help sooner? Call (888) 421-0101.
Upload or fax your documents
Send your documents through our secure upload page or fax them to (888) 876-5101. Please include:
- Federal and state tax returns for the years you’d like reviewed (up to three: 2023, 2024 and 2025), completed and filed with the IRS
- Form W-2 for each of those years
- Supporting tax documents related to your return
- Any other documents or correspondence you’d like us to review, including IRS notices
Schedule your review appointment
Once your documents are submitted, choose a date and time that works for you. Our online scheduler shows real-time availability.
At your scheduled time, a member of our team will call you at the phone number you provide when scheduling.
What happens after you submit
- 1We review your returnA clergy tax specialist examines your return and documents before your appointment.
- 2We talk it throughWe call at your scheduled time to share what we found and answer your questions.
- 3You decide next stepsIf we find errors or a refund, we’ll explain how to file an amended return.
Common questions
Is the review really free?
What if you find an error or a missed refund?
I received an IRS notice. Can you help?
Can I fax my documents instead of uploading?
Need assistance?
Questions, prefer to schedule by phone, or need help sending your documents? We’re glad to help.
- Phone
- (888) 421-0101
- Fax
- (888) 876-5101
- cfr@clergyfinancial.com
- 11214 86th Avenue N.
Maple Grove, MN 55369