Rather than spending valuable time searching through websites, articles, forums, and conflicting online resources, you can rely on a single trusted source for comprehensive guidance. Our advisors provide clear, practical answers so you can move forward with confidence, knowing you have received reliable and accurate information.

Whether you have a question about a tax return, need assistance understanding a new tax law, want confirmation that your interpretation is correct, or simply need a second opinion, our team is here to help. Many clients contact us because they do not have the time to research complex issues themselves, while others appreciate having experienced professionals validate the conclusions they have already reached. Whatever your situation, we provide the level of support you need.

Ministers and clergy members are subject to tax rules that differ significantly from those that apply to most taxpayers. From housing allowances and clergy compensation to self-employment tax, accountable reimbursement plans, retirement considerations, and ministerial deductions, the rules can be complex and often misunderstood. Our advisors specialize in clergy tax law and can help you navigate these unique requirements with confidence. We do the research, interpret the regulations, and provide practical guidance so you can focus on your ministry and responsibilities rather than spending hours searching for answers.

As part of an organization exclusively dedicated to serving churches, ministers, religious workers, and nonprofit organizations, you gain access to specialized expertise that general tax professionals may not possess. Our advisors assist clients throughout the year, helping them address issues before they become costly problems.

For those who desire additional documentation, our Premium Support service includes a written consultation summary outlining the guidance provided and the key considerations discussed during your consultation. This provides a convenient reference for future planning and recordkeeping.

Examples of Topics We Can Assist With

• Tax return preparation and compliance questions
• Clergy compensation and benefits planning
• Housing allowance calculations and reporting
• Accountable reimbursement plan design and administration
• Federal and state tax law interpretations
• Tax planning before and after retirement
• Self-employment tax and Social Security issues for clergy
• Church bookkeeping and accounting questions
• Payroll administration and clergy payroll concerns
• Human resources and employment-related questions
• Church and nonprofit financial management
• IRS notices, audits, and correspondence assistance
• New ministry position compensation reviews
• Tax implications of ministry transitions and retirement decisions

Clergy Financial Resources’ ProAdvisor Support team provides trusted, year-round guidance from experienced professionals dedicated exclusively to serving the financial, tax, and administrative needs of churches and religious professionals. When questions arise, one call can save hours of research and provide peace of mind that you’re getting the right answer the first time.

Need Assistance?

If you have questions about which support option is best for your needs or require additional assistance, please contact us.

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

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

We look forward to serving you and providing the trusted guidance you need.

This support option is designed for individuals, churches, and nonprofit organizations seeking timely, professional guidance by telephone. It is ideal for addressing specific questions, obtaining clarification on tax or financial matters, or receiving expert insight on time-sensitive issues.

Each session includes up to 30 minutes of consultation with one of our experienced advisors.

Schedule Appointment:
ProAdvisor Support (30 Minutes)

ProAdvisor Support (60 Minutes)
$300 Flat Fee

This extended consultation option is ideal for more detailed discussions requiring additional time and analysis. It provides the opportunity to thoroughly review complex situations, explore planning strategies, and address multiple questions during a single session.

Each session includes up to 60 minutes of consultation with one of our experienced advisors.

Schedule Appointment:
ProAdvisor Support (60 Minutes)

ProAdvisor Premium Support (30 Minutes)
$300 Flat Fee

Premium Support is designed for individuals and organizations seeking both professional guidance and written documentation of the advice provided. This option is particularly valuable for addressing more complex tax, payroll, accounting, clergy compensation, or church administration matters.

Each session includes:

• Up to 30 minutes of consultation with a senior-level advisor
• Expert analysis tailored to your specific situation
• A written consultation summary outlining key guidance, recommendations, and considerations discussed during your appointment

The written summary provides a convenient reference tool for future planning, implementation, and recordkeeping.

Schedule Appointment:
ProAdvisor Premium Support (30 Minutes)

Step 2 – Upload Relevant Documents

Please upload any documents you would like our advisors to review before your appointment. Providing documentation in advance allows us to better understand your situation and maximize the value of your consultation time.

Once your documents have been uploaded, please schedule your appointment using one of the links above.

Upload Documents

Our online scheduling system displays real-time availability, enabling you to select the date and time that best fits your schedule. At the scheduled appointment time, a member of our team will contact you directly using the phone number provided during the scheduling process..