Client Referral Program

Referrals are the cornerstone of our business. When you refer clients to us, you are expressing your faith and confidence in the products and services that we offer to you. Your personal endorsement of Clergy Financial Resources is by far one of the most significant ways we can shape the future together.

You may have associates who need professional tax assistance or friends who struggle with their payroll, bookkeeping, or even their own taxes every year. No matter who you refer, rest assured that their individual tax needs will be handled in the same professional manner as yours have been. You can now earn great rewards just by spreading the word.

Our Referral Program is designed to reward clergy for their partnership and loyalty. Based on the level of participation, clergy are eligible for a variety of rewards. 

Here’s how it works:

Complete the referral form. 
This way we’ll know where to apply the credit

Refer your friends through Social Media or Email.
Share the referral rewards program with friends on Facebook, Twitter, or Email

You get rewarded.
Refer any number of clients during the calendar year (January 1st through December 31st).

  • Each time you refer a new tax client you will receive a $50.00 credit toward your annual service.
  • Refer a new payroll or bookkeeping client and you’ll earn $100.00 credit towards your annual service. 

To apply for your credit, please complete the referral form. The referral form must be received prior to contracting with the new client for tax preparation, or payroll, or bookkeeping.

Refer a Friend

Call us at (888) 421-0101 or
Submit Your Details Below

Client Information

Your First Name

Your Last Name
Your Phone
Your Church/Office Phone
Your Email

New Client Referral

First Name
Last Name


Home Phone
Church/Office Phone
Comments or Suggestions