Nobody likes rushing to gather tax documents just before the April 15th deadline. Who needs the additional stress and worry? Don’t stress out this tax season. Make a New Year’s Resolution to get your tax organizer completed and returned early!

Clergy Financial paper organizers will start being mailed to clients on January 15th. The online version is already available for download on our website. Some information like W-2 and 1099 forms won’t be immediately available to you, but you can get a head-start on recording expenses and determining if you had any big tax changes from last year.

Make sure to complete and return your organizer with your tax documents by March 15th, in order to guarantee your 1040 will be done by April 15th!

Unsure about completing your Tax Organizer? Clergy Financial offers an online Webinar to explain the best way to complete the organizer and offer information that may reduce your overall tax liability. This Webinar is recommended for new clients and anyone who is interested in learning more about the current tax laws that impact members of the clergy.

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Clergy Financial Resources serves as a resource for clients to help analyze the complexity of clergy tax law, church payroll & HR issues. Our professionals are committed to helping clients stay informed about tax news, developments and trends in various specialty areas.

This article is intended to provide readers with guidance in tax matters. The article does not constitute, and should not be treated as professional advice regarding the use of any particular tax technique. Every effort has been made to assure the accuracy of the information. Clergy Financial Resources and the author do not assume responsibility for any individual’s reliance upon the information provided in the article. Readers should independently verify all information before applying it to a particular fact situation, and should independently determine the impact of any particular tax planning technique. If you are seeking legal advice, you are encouraged to consult an attorney.

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


Complete the request form and a clergy tax, payroll or HR advisor will contact you

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