About Clergy Financial Resources
For over 45 years, Clergy Financial Resources has been the trusted leader in providing specialized tax, payroll, bookkeeping, and HR solutions exclusively for clergy and religious organizations. Our deep expertise in clergy tax law, compensation structures, and compliance sets us apart in a field where precision and understanding are essential.
We are deeply committed to serving the religious community with integrity and excellence. Our reputation is built on delivering high-quality, year-round services that meet the unique needs of churches and religious professionals across the country—no matter where you reside.
What truly distinguishes us is our people. We believe that diverse perspectives, talents, and experiences are the foundation of exceptional service. Every member of our team is dedicated to supporting our clients with care, professionalism, and a deep understanding of their mission.
At Clergy Financial Resources, we value relationships. We see every client as a partner and are committed to providing close, personal attention. Our goal is to give you confidence and peace of mind, knowing that the support you receive reflects our unwavering commitment to excellence.
Our mission is simple: to deliver superior service and support to clergy and religious organizations. Personalized care and client satisfaction are the benchmarks of our success. We earn trust through exceptional service and by staying fully compliant with the ever-evolving IRS tax code as it relates to clergy.
We operate with a strong foundation in core values and biblical principles, which guide everything we do. These values reflect who we are and what we strive to be—faithful partners in your financial journey.
We are strategic advisors:
We go beyond traditional tax, payroll and consulting services—we serve as strategic advisors to clergy and religious organizations navigating an increasingly complex financial landscape.
As our profession evolves through technological innovation, we’ve embraced advanced tools that automate routine tasks, allowing us to focus on what matters most: advising our clients with insight and intention. Our advisory-based model is built on decades of specialized experience in clergy tax law, compensation planning, and payroll strategy.
Our true value lies in helping clergy make informed, strategic decisions that positively impact their financial well-being and future planning. Whether it’s optimizing compensation structures, navigating IRS regulations, or planning for long-term financial health, we’re here to guide you every step of the way.
We save people money:
There is a portion of the population with simple tax situations who may benefit from do-it-yourself tax software. However, for most clergy, a professional tax advisor is much more cost-effective.
Most clergy are not keeping up-to-date on ever-evolving tax legislation, so our ability to understand how our client’s life experiences and tax situations impact their tax liability translates into significant tax savings. And, consider this: if we find just one significant deduction or tax credit, it can easily exceed the average fee for preparation.
We save people time:
The more complex an individual’s taxes are, the more time it takes them to file on their own. Investing in a professional tax ad advisor who is far more experienced gives clergy an optimal tax outcome in a fraction of the time.
Further, our more advanced software solutions have the ability to quickly scan information and organize line items and forms correctly. By letting us automate much of the data entry process, there’s less chance for human error that can jeopardize your return.
Additionally, by turning to an expert, clergy do not have to worry about wasting time understanding complicated legal issues, or trying to evaluate finances with limited experience. After all, their time is worth money too.
Long story short, anyone can drop numbers in software, but professional tax advisors have the ability to analyze a taxpayer’s situation, look for tax savings opportunities, and help them plan strategically for the future.
