Avoid Costly Errors

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 Premium 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.

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

Here’s how to get started:

When you need an answer, our support staff is ready to find the right answers quickly with our standard, or premium support.

Pro Advisor | Premium Support is designed for individuals or churches looking for a quick answer via telephone. This support service is available at a flat rate of $185.00 for each 60-minutes session.

Please complete the following two steps of uploading documents and enrollment. 

Step 1 – Upload or fax (888) 876-5101 documents for review

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After uploading your documents, please schedule an appointment using the link below. The meeting scheduler will display an up-to-date calendar and let you pick a convenient time. We will contact you at the scheduled time with the phone number provided.

Step 2 – Click here – Schedule an Appointment

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: (763) 425-8778 
Email: clientservices@clergyfinancial.com
Fax: (888) 876-5101