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 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
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.
Please complete the following two steps.
Step 1 – Schedule Appointment
Pro Advisor | Support (30 minutes)
Pro Advisor I Standard Support is designed for individuals or churches looking for a quick answer via telephone. This support service is available at a flat rate of $95.00 for each 30-minutes session.
Pro Advisor | Premium (60 minutes)
Pro Advisor I 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 $245.00 for each 60-minutes session.
Step 2 – Upload or fax (888) 876-5101 documents for review
After uploading your documents, please schedule an appointment using the link above. 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.
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
Email: clientservices@clergyfinancial.com
Fax: (888) 876-5101