Employee Handbook Checklist

The following topics are considered essential in every employee handbook: Welcome to the Church: Letter from the Pastor Brief history of the church Mission and vision statement Rules and Procedures: Working hours Lunch periods and breaks Holidays, vacations and sick leave Family and medical leave Disability accommodation requests Jury duty Military leave Personal calls/mail/e-mail Personal…

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Act Now and Save!

First Name Last Name Organization Type –None–ChurchSchoolMinistry Number of Paid Staff Payroll Frequency WeeklyBi-weeklyTwice a monthMonthly How do you currently process payroll? VolunteerPaid StaffPayroll Service CompanyCPAOther Name of Outsource Payroll Company Annual Outsource Payroll Cost Phone Number Email Address Church / Organization Name Church/Organization Address Church/Organization City Church/Organization State –None–AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict Of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew…

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Clergy Dual Status

Clergy Dual Status Employment Status for Other Tax Purposes Even though for social security tax purposes, you are considered a self-employed individual in performing your ministerial services, you may be considered an employee for income tax or retirement plan purposes. For income tax or retirement plan purposes, some of your income may be considered self-employment…

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Missing Clergy W-2 Form

Ministers working for a church or church agency should receive a Form W-2 by January 31, 2014. Ministers who report their federal income taxes as self-employed on Form 1099, may face a significant risk of additional taxes and penalties, if they are audited and reclassified as employees by the IRS. Before you file your 2013…

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Contact Us

First Name Last Name Phone Email Category of Interest Clergy Tax PreparationPayroll QuoteNon-Profit/Business taxesCFO ServicesPro Advisor SupportBookkeeping ServicesTax Resolution SupportOnline W-2 & 1099 FilingEstimated Payment SupportComplimentary Tax ReviewHR SupportEmployee HandbookOther Products or Services How did you hear about us? Church/Organization Church/Office Phone: Comments/Notes

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Simplified W-2, W-2c & 1099 Reporting

START FILING 1099 & W-2 FORMS Every church that pays remuneration for services performed by an employee must file a Form W-2 for each non-clergy and clergy employee.  The W-2, Wage and Tax Statement, is used to report an employee’s wages, tips, and other compensation. The form also captures the withholding for various taxes, such…

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Worker’s Compensation Service

Why pre-pay or overpay your Workers’ Compensation? Our payroll system integrates into your workers’ compensation plan. We know that cash flow is important to your church, and workers’ compensation premiums don’t help to ease the cash flow burden. With pay-as-you-go workers’ compensation, our system receives payroll information each time you processes payroll. Workers’ compensation premiums…

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Mission and Values

At Clergy Financial Resources, our mission is rooted in core values and biblical principles that guide every aspect of our work. We believe in fostering strong relationships and view every client relationship as a partnership. Our commitment to providing personalized support ensures that the guidance you receive is aligned with your mission and reflects our…

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What We Do

Clergy Financial Resources is the leading provider of tax, payroll, HR and audit solutions exclusively for religious organizations and clergy for over 37 years.We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy taxes, clergy compensation, and payroll and HR services. We have a very strong commitment to the…

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