Services Designed for Clergy and Churches

We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy compensation and tax preparation, non-profit and business returns, church bookkeeping and payroll with HR Solutions. Our commitment to excellence has earned us an A+ rating from the Better Business Bureau and a 4.9-star customer satisfaction score. No matter where you live, our team is ready to support you.

For over 44 years, Clergy Financial Resources has been the trusted leader in tax, bookkeeping, payroll, and HR solutions—serving clergy and religious organizations exclusively. We understand that every client is unique and every situation requires a personalized approach.

We believe strong relationships are the foundation of great service. We treat every client as a valued partner and are committed to providing close, personalized attention. Our goal is to give you confidence and peace of mind, knowing that the support you receive reflects our unwavering commitment to excellence.

In today’s fast-paced world, staying informed matters. Follow us on Facebook to get the latest updates on clergy tax law, news, and important announcements—delivered right to your feed!

Tax, Payroll, Bookkeeping & HR Designed Exclusively for Clergy, Churches, and Non-Profits

Clergy Tax Preparation Non-Profit & Business Even if you have a simple return, the rules are constantly changing from year to year, so you don’t want to overlook any deductions. We have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning. Learn More

Church Payroll & HR Unparalleled tax expertise on the complex issues associated with church payroll and clergy compensation. Learn More

Church Bookkeeping & CFO Services Get all the benefits of a full-time on-staff bookkeeper — Secure the confidence that your books are accurate and armed with a financial team to get the job done right. Learn More

Tax & Legal Products Resources from the most respected and knowledgeable attorneys, accountants, financial advisors guiding clergy and churches today. Learn More

Discover the 2025 Clergy Tax Organizer

Now Available!

The Clergy Tax Organizer is offered in two formats: Clergy Tax Organizer Online and Clergy Tax Organizer (Fillable PDF).

Each year, we publish this organizer that serves as both a learning tool and reference guide. . It is designed to enhance the quality of our service and efficiency, while also assisting you in establishing effective record-keeping practices for the upcoming year.

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Blog

January 22, 2026

Are Gift Certificates to Church Staff Taxable?

Are Gift Certificates to Church Staff Taxable? When churches want to express appreciation to their pastors or staff—especially around holidays or ministry milestones—gift certificates often seem like a simple, generous solution. However, under U.S. tax law, gift certificates given by a church to its employees are almost always taxable, regardless... Read More

January 22, 2026

How to Select the Right Clergy Tax Preparer

How to Select the Right Clergy Tax Preparer Clergy face some of the most complex tax situations of any profession. Dual tax status, housing allowances, self‑employment rules, parsonage issues, and ministry‑related reimbursements all require specialized knowledge—knowledge that many general tax preparers simply don’t have. Choosing the right professional isn’t just... Read More

January 22, 2026

When Are W‑2 and 1099 Forms Required to Be Filed.

When Are W‑2 and 1099 Forms Required to Be Filed Churches function as employers, contractors, and ministry organizations—but despite their nonprofit status, they are not exempt from federal payroll reporting laws. The IRS requires churches to properly classify workers and file W‑2 and 1099‑NEC forms each year, just like any... Read More

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Featured Products

2025 Clergy Tax Organizer Online

Friendly Reminder: To ensure the best chance of filing by April 15th, we strongly recommend subm ...

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2026 Housing Allowance Guide - PDF Download

The “Housing Allowance Exclusion” allows Clergy to exclude a portion of their income from Federal income tax in order to pay for housing. This res ...

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2025 Clergy Tax Organizer (PDF)

Friendly Reminder: To ensure the best chance of filing by April 15th, we strongly recommend subm ...

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New 2025 Audit Protection Plus

Audit Protection Plus – Peace of Mind for Just $125 New this year: Amendments are included! ...

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2025 Church & Clergy Tax Guide

Pre-Order your copy of the 35th Annual Church & Clergy Tax Guide! Shipping late January 2025. Known as the most comprehensive, accurate ...

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QuickBooks for Nonprofits & Churches: A Step-By-Step Guide to the Pro, Premier, and Nonprofit Versions

Just Released! Is your small nonprofit or house of worship trying to convert to QuickBooks but you are frustrated that it is too hard to learn? Cou ...

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Pro Advisor | Tax Support

Pro Advisor Enrollment Researching a clergy tax issues on your own takes time and can leave you wondering if you've ...

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Pro Advisor | Payroll Support

Pro Advisor Enrollment Researching a payroll issue on your own takes time and can leave you wondering if you've got ...

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File W-2, W2c and 1099 Forms For Churches

Filing Deadline - 2025 W-2 forms are due January 31, 2026. Four simple and easy W-2, W-2c & 1099 online reporting designed for churches to meet ...

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