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2017 Clergy Tax Organizer Booklet

$35.00

Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2017 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.

State Worksheet

In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.

Download your 2017 state worksheet to download, click here

Clergy Tax Organizer Online (Editable PDF)

Do you want to download the Clergy Tax Organizer Online? click here

Audit Protection Plus

2017 Audit Protection Plus, click here

CyberCabinet Plus

CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go
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If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.

Need help choosing the right solution?For more than 45 years, we’ve helped clergy and religious organizations with tax, payroll, bookkeeping and HR. Connect with an advisor for guidance tailored to your needs.
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Description

We have an unparalleled expertise on the complex issues associated with taxes, payroll, HR and bookkeeping solutions for clergy and religious organizations. No matter where you reside, we are available to serve you. Your solution starts here!

We’re pleased to offer you multiple ways to get in touch with us. Let us help match your needs with our innovative services.

For more information or if you need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: 888.421.0101 
Fax: 888.876.5101
Email: clientservices@clergyfinancial.com

Refund & Return Policy

We want you to be completely satisfied with your purchase. Please review our refund and return policy below. By placing an order through our store, you agree to these terms.

Physical Products

We gladly accept returns of eligible physical products, including books, CDs, and DVDs, within 7 days of purchase for a full refund.

To qualify for a refund, items must be returned in their original condition. Once your return is received and inspected, we will process your refund promptly.

Digital Products

Due to the nature of digital content, all digital product sales are final once the product has been downloaded, accessed, or delivered.

Digital products are non-refundable because:

  • Instant Access: Digital products are available immediately after purchase and cannot be physically returned.
  • Permanent Delivery: Once a digital file has been downloaded or accessed, access cannot be revoked, and the product remains in the customer’s possession.

Examples of digital products include downloadable PDFs, eBooks, audio files, video content, courses, and other digital resources.

Customer Satisfaction Guarantee

Your satisfaction is important to us. If you are not completely satisfied with your digital purchase, please contact our support team. In certain situations, we may offer an alternative downloadable product of equal or lesser value as a courtesy.

Contact Us

If you have questions regarding a return, refund, or exchange, please contact our customer support team at clientservices@clergyfinancial.com or (888) 421-0101. We are happy to assist you.

Thank you for shopping with us! We appreciate your trust and look forward to serving you.

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