Friendly Reminder: To ensure the best chance of filing by October 15th, we strongly recommend submitting your organizer and supporting documents by the first week of September. Submitting early allows for smoother processing, as returns are prepared once all required documents are received. Later submissions may need to be filed with an extension.
2025 Clergy Tax Organizer (Fillable PDF)
The Clergy Tax Organizer and State Worksheet are required to complete your tax return. The cost of the organizer will be applied as a deposit toward your tax service fees and is not an additional charge.
Each year, Clergy Financial Resources publishes the Clergy Tax Organizer as both a learning tool and a reference guide for clergy. This organizer is designed to help you gather all the necessary information to prepare your 2025 tax return. By using the organizer, we can provide you with faster, more accurate service while also helping you establish sound record-keeping practices for the year ahead.
The Clergy Tax Organizer includes dedicated sections for clergy income, housing, auto, professional expenses, and more. This comprehensive format addresses both standard tax laws and the unique provisions designed specifically for clergy, ensuring you don’t miss any important tax details. Recognized by the IRS as one of the most thorough resources available, this organizer is the most complete and widely used tool for clergy tax preparation.
In order to edit the PDF organizer on your computer, you will need the latest version of Adobe Reader. This product is a free download that lets you view, edit and print Adobe Portable Document Format (PDF) files. Download the most current Adobe Reader. Mac users will need to download Adobe Reader to save and edit. Preview on Mac computers is not compatible.
Your PDF organizer will be available at the end of the enrollment process. If you need to access your organizer later for review or printing, please use the following link.
Important: When uploading to the CyberCabinet, upload only the final version of your organizer. Please do not submit duplicate documents or receipts.
2025 State Worksheet
In addition to the Clergy Tax Organizer, we provide a State Worksheet to help you gather the state-specific information needed for your tax return. Please print and complete a worksheet for your resident state. If you lived in multiple states during the year, complete a worksheet for each state.
The State Worksheet is required and should be submitted along with your other tax materials. You may mail, fax, or securely upload these documents to your CyberCabinet.
New 2025 Audit Protection
Clergy Financial Resources offers Audit Protection Plus for a special rate of $125 per year (regularly $199).
This coverage protects you from the high costs associated with tax return corrections, required correspondence, mail-based tax examinations, and direct audits. The new Audit Protection Plus now includes current-year amendments.
Advanced Tax Planning Package
Advanced tax planning goes far beyond tax return preparation. It is a proactive strategy session designed to help you identify opportunities, avoid costly tax mistakes, and align your financial decisions with your long-term goals.
During your planning session, we may review topics such as:
Year-End Tax Strategy
We will evaluate your current tax situation and discuss potential strategies to help minimize your tax liability before year-end. This may include income timing considerations, deduction opportunities, estimated tax planning, and other tax-saving strategies tailored to your circumstances.
Retirement Planning Recommendations
Our team will review your retirement savings approach and identify opportunities to maximize tax-advantaged retirement contributions while helping you move closer to your long-term financial goals.
Financial Advisor Review
If you currently work with a financial advisor, we can evaluate whether your tax and investment strategies are working together effectively. We often identify opportunities for better coordination between financial planning and tax planning.
Charitable Giving Strategies
For clients who are charitably inclined, we can discuss tax-efficient giving techniques that may increase both the impact of your gifts and the tax benefits available to you.
Estate and Legacy Planning Observations
While we do not provide legal advice, we can help identify areas that may warrant further review with an estate planning attorney, helping ensure your assets and legacy are protected according to your wishes.
What You’ll Get
- One-on-one consultation tailored to your unique financial landscape.
- Expert strategies to anticipate changes and reduce tax liability.
Investment: $300 per hour, billed based on actual time and services provided. To initiate the engagement and reserve advisor time, a $300 retainer deposit is required and will be applied toward services rendered.
Tax Document Storage
CyberCabinet is a secure, virtual file cabinet that provides you with instant, 24/7 access to your important documents. From one protected online location, you can easily view, download, and upload files whenever needed—eliminating the hassle of searching through emails or paper records. Built with strong security measures, CyberCabinet helps safeguard your sensitive financial and personal information while keeping everything organized and readily accessible. The first three years of CyberCabinet access are included with our annual tax service. After that, continued access is available for an affordable annual fee of $99 per year.
