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Schedule a Time with Our Team
Choose the type of appointment that fits your needs, then pick a time that works for you on our secure online calendar.
Prefer to talk now? Call (888) 421-0101.
Client Appointment
Already a Clergy Financial Resources client? Schedule a time to go over your return, documents, payroll or questions with our team.
For current CFR tax and payroll clients
Tax Services
Not a client yet? Schedule time with our tax team for help with your estimated tax payments, or to review an IRS or state letter and find the best way to resolve it.
Learn more: Estimated Payment Support · Tax Resolution
Discover More
Want to learn more about how we can help? Schedule a free, no-obligation call at a time that works for you. One of our specialists will listen to your situation, answer your questions, and discuss ways we can support your ministry.
Free · no obligation
Schedule a Consultation
Schedule a 30- or 60-minute consultation with a Senior Advisor for tax, payroll, bookkeeping, or HR questions. Select a convenient time and complete your payment online when booking.
Paid online when booking · View all Pro Advisor services
How it works
- Pick your appointment type above. Our calendar opens in a new tab.
- Choose a date and time that works for you.
- Enter your contact details and any notes about what you’d like to discuss.
- Watch for a confirmation email with your appointment details.
Not sure which to choose?
Send us a quick note and we’ll point you in the right direction, or call (888) 421-0101.