It is easier to prevent tax problems than to correct them.

When you need fast, accurate answers to your questions and don’t want to search the variety of online resources to only wonder if you found the right answers, contact Pro-Advisor Support. This support service provides you comprehensive answers to ALL your questions – all from one source. No more hunting through multiple sources!

Most callers want answers to specific questions on tax returns, interpretations of new laws or maybe you don’t have time to find the answer or perhaps you just want a second opinion. Some already know the answer and just want verification, while others want guidance on where to look for clarification on what they are reading. We can provide just what you’re looking for.

Ministers are treated differently under the tax code than virtually anybody else in the country. They have advantages and disadvantages that no one else has. Often, confusion exists concerning clergy compensation, deductions and expenses. Our advisors can sort out the complexity of the law. We will research and answer your questions and do all the tedious work that eats up your valuable time.

Total confidence comes from being part of a professional organization that is 100% devoted to the church and religious professionals.

Our experienced advisors answer questions throughout the year – In fact, we are so confident with our answers that we’ll put them in writing with our premium support service.

Clergy Financial Resources’ support team is unmatched by any other organization. Our experienced team of advisors are here to answer your questions. A few examples listed below.

• Tax return preparation questions
• Tax considerations of compensation packages for new positions
• Housing allowance explanations
• Advantages of reimbursable expense plan
• Tax considerations before or after retirement
• Bookkeeping questions
• Payroll or HR questions

Whether you choose our Standard, Premium, or Enhanced Support plans, our dedicated support team is committed to delivering prompt, accurate, and personalized assistance. When you need answers, we’re here to ensure you receive the right information quickly and efficiently, helping you stay focused on what matters most.

Please complete the following two steps.

Step 1 – Schedule Appointment

Pro Advisor | Support (30 minutes)

This support service is tailored for individuals and churches seeking prompt, expert assistance by phone. It is ideal for resolving straightforward questions or addressing time-sensitive issues efficiently.

Each session is offered at a flat rate of $125.00 and includes up to 30 minutes of telephone support with one of our experienced advisors.

Pro Advisor | Premium (60 minutes)

This premium-level support service is specifically designed for individuals and churches who require prompt, in-depth assistance via telephone. It is ideal for addressing more complex questions or situations that demand extended consultation time and expert insight.

Each session includes up to 60 minutes with a tax advisor and is available at a flat rate of $250.00.

Pro Advisor | Enhanced (30 or 60 minutes)

The enhanced-level support service is a premium add-on designed to elevate your support experience by providing a written summary of the guidance you receive. This service is ideal for clients who value clear documentation and want a reliable reference for the answers and recommendations discussed during their Pro Advisor Support session. This is a premium add-on is available to all clients utilizing Pro Advisor Support.

Enhanced add-on  – $250.00 per session.

Step 2 – Please upload any documents you would like us to review. 

Once your documents have been successfully uploaded, please proceed to schedule an appointment using a link provided above. Our online scheduling tool displays real-time availability, allowing you to select a time that best fits your schedule. At your chosen appointment time, a member of our team will contact you directly using the phone number you provided during the scheduling process.

If you require further information or need additional assistance, please don’t hesitate to reach out using the contact details provided below. Our team is here to support you and ensure your questions are addressed promptly and thoroughly.

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

Tel: (888) 421-0101
Email: clientservices@clergyfinancial.com
Fax: (888) 876-5101