2020-2021 Clergy Tax Law Short-Course – PDF Download
This comprehensive reference guide provides information on clergy compensation, salary package design, employee vs. self-employed, accountable reimbursement plans, professional expenses, love gifts, housing allowance plus much more.
Ask the Pros – Clergy Tax Law
Researching a clergy issue on your own takes time and can leave you wondering if you’ve got the right answer. Turn to Clergy Financial Resources to save time while getting the correct answers. 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…
Get Answers To Your Church & Clergy Tax Law Questions
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 clergy tax professionals can sort out the complexity of clergy tax law. We will research and answer your questions and…
Dual Tax Status: Why Ministers Are Both Employees and Self-Employed
Ministers are treated as employees for income tax but self-employed for Social Security. Here’s what dual tax status means, how SECA tax works in 2026, and how to avoid an April surprise.
2026 Tax Law Changes Every Minister Should Know
The One Big Beautiful Bill Act brought new deductions, a higher standard deduction, and changes to charitable giving and 1099 reporting. Here’s what matters for ministers and churches in 2026.
Clergy Tax Organizer ® Copy
NEW 2017 ONLINE ORGANIZER IS NOW AVAILABLE! Thank you for selecting the Clergy Tax Organizer ® to assist you with preparation of your tax returns. The organzier will help clergy accumulate and summarize their tax information to prepare a more accurate return. Each year we publish an organizer for clergy, which is designed to be…
Are Gift Certificates to Church Staff Taxable?
Are Gift Certificates to Church Staff Taxable? When churches want to express appreciation to their pastors or staff—especially around holidays or ministry milestones—gift certificates often seem like a simple, generous solution. However, under U.S. tax law, gift certificates given by a church to its employees are almost always taxable, regardless of intent. Understanding why requires…
How to Select the Right Clergy Tax Preparer
How to Select the Right Clergy Tax Preparer Clergy face some of the most complex tax situations of any profession. Dual tax status, housing allowances, self‑employment rules, parsonage issues, and ministry‑related reimbursements all require specialized knowledge—knowledge that many general tax preparers simply don’t have. Choosing the right professional isn’t just about filing on time; it’s…
Fourth Quarter Estimated Tax Payment
The final estimated tax payment for the 2025 tax year is due on January 15, 2026. This deadline applies to clergy and represents the fourth and final quarterly estimated payment for the year. Why Estimated Taxes Exist The U.S. tax system is a pay‑as‑you‑go system. The IRS expects taxes to be paid as income is earned,…
2025 Clergy Tax Organizer (Internet based)
Friendly Reminder: To ensure the best chance of filing by October 15th, we strongly recommend submitting your organizer and supporting documents by the first week of September. Submitting early allows for smoother processing, as returns are prepared once all required documents are received. Later submissions may need to be filed with an extension.
2025 Clergy Tax Organizer (Internet based)
The new online organizer loads inside your browser allowing you to enter your information with ease. Your online organizer will be available at the end of this enrollment process. Please use the following link if you need to access your organizer at a later date to review, edit, or print.
The Clergy Tax Organizer and State Worksheet are required to complete your tax return. The cost of the organizer will be applied as a deposit toward your tax service fees and is not an additional charge.
Each year, Clergy Financial Resources publishes the Clergy Tax Organizer as both a learning tool and a reference guide for clergy. This organizer is designed to help you gather all the necessary information to prepare your 2025 tax return. By using the organizer, we can provide you with faster, more accurate service while also helping you establish sound record-keeping practices for the year ahead.
The Clergy Tax Organizer includes dedicated sections for clergy income, housing, auto, professional expenses, and more. This comprehensive format addresses both standard tax laws and the unique provisions designed specifically for clergy, ensuring you don’t miss any important tax details. Recognized by the IRS as one of the most thorough resources available, this organizer is the most complete and widely used tool for clergy tax preparation.
Your Online organizer will be available at the end of the enrollment process. If you need to access your organizer later for review or printing, please use the following link.
Important: When uploading to the CyberCabinet, upload only the final version of your organizer. Please do not submit duplicate documents or receipts.
2025 State Worksheet
In addition to the Clergy Tax Organizer, we provide a State Worksheet to help you gather the state-specific information needed for your tax return. Please print and complete a worksheet for your resident state. If you lived in multiple states during the year, complete a worksheet for each state.
The State Worksheet is required and should be submitted along with your other tax materials. You may mail, fax, or securely upload these documents to your CyberCabinet.
Advanced Tax Planning Package
Advanced tax planning goes far beyond tax return preparation. It is a proactive strategy session designed to help you identify opportunities, avoid costly tax mistakes, and align your financial decisions with your long-term goals.
What You’ll Get
- One-on-one consultation tailored to your unique financial landscape.
- Expert strategies to anticipate changes and reduce tax liability.
Investment: $300 per hour, billed based on actual time and services provided. To initiate the engagement and reserve advisor time, a $300 retainer deposit is required and will be applied toward services rendered.