2017 Clergy Tax Organizer Booklet
Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2017 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.
The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.
The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
State Worksheet
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.
Download your 2017 state worksheet to download, click here
Clergy Tax Organizer Online (Editable PDF)
Do you want to download the Clergy Tax Organizer Online? click here
Audit Protection Plus
2017 Audit Protection Plus, click here
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go
.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.
Pro Advisor | Tax Support
Pro Advisor Enrollment
Researching a clergy tax issues 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, get the correct answers.
Our professional advisors can sort out the complexity of clergy tax law. We will research and answer your questions and do all the tedious work that eats up your valuable time.
Most callers want answers to specific questions. 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.Â
Please select one of the following support services, standard or premium support.Â
Our standard support is designed for individuals looking for a quick answer via telephone. This standard service is available at a rate of $95.00 per 30-minute session.Â
Our premium support is designed for individuals looking for a detailed email answer. This premium service is available at a rate of $245.00 per 1-hour session.Â
Schedule Appointment
After submitting your enrollment, please schedule a phone appointment using the link below or feel free to contact us. 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.
2019 Church & Clergy Tax Guide
NOW SHIPPING
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2019 Church & Clergy Tax Guide. Tax law in general is highly complex and ever changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance.Â
Webinar – Principles of Compensation Planning for Clergy
Clergy Financial Resources would like to invite you to a webinar designed to teach the principles of compensation planning. The webinar is designed for clergy who are interested in recognizing new ways to minimize their own tax liability, in addition to, gaining a better understanding of the current tax laws that affect clergy today. Each webinar will be led by a clergy tax professional and will last between 45 to 60 minutes based on the level of discussion during the session.
Time:Â One-to-One | Contact Office To Schedule
Topics:Â Principles of Compensation Planning for Clergy
Who Should Attend:
• ClergyÂ
• Associate Pastors
• Youth Pastors
• Seminary Students
• Lay Leaders
• Church Employees
What You Will Learn:
• How to build your salary package
• Allowance vs. Reimbursement
• Auto Expenses
• Professional Expenses
• Housing/Manse/Parsonage
• Ways to reduce your overall tax liability
• and more…
• Course Material included
Education level: Basic
If you would like to register more than one individual for this webinar, please enter the correct number of participants in the quantity box below, e.g. 2=two person, 3=three people, etc.
2020 Church & Clergy Tax Guide
(Now Shipping)
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2020 Church & Clergy Tax Guide. Tax law in general is highly complex and ever changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:
Prepare 2019 tax returns
Understand tax laws
Correctly report federal income taxes and social security taxes
Distinguish relevant exemptions
Reduce tax liability
The guide helps church treasurers, board members, bookkeepers, attorneys, CPA’s and tax practitioners:
Define “income” for the church
Handle and report employee business expenses
Understand the substantiation rules that apply to charitable contributions and designated contributions
Grasp federal tax reporting requirements that apply to churches and church employees
Beyond help preparing annual tax returns ministers, churches, and their advisers find the guide indispensable throughout the year with in-depth coverage on:
Charitable contributions
Clergy retirement plans
Social Security taxes
Church reporting requirements
Housing allowance
Business-expense reimbursements
Known as the most comprehensive, accurate yet easy-to-understand tax guide available for church leaders you will find yourself regularly referencing key topics, charts, sample forms, and real-life illustrations for all your tax and legal questions.
2019 Clergy Tax Organizer Booklet
Now Available
Just a friendly reminder, your tax material will need to be in our office by March 15, 1 to guarantee completion by April 15, 2021.
Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2019 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.
The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.
The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.
2019 State Worksheet – download here
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.
2019 Clergy Tax Organizer Online (Editable PDF)
Do you want to download the Clergy Tax Organizer Online? – click here
2019 Audit Protection Plus
Audit Protection Plus Enrollment – click here
12 Law & Tax Guidelines for New Ministers
You’ve completed your theological training. You’re eager to serve God and His church with your gifts and talents. So why is someone asking if you want to opt-out of Social Security?
If you’re like most new ministers, you’re probably overwhelmed by the legal and tax issues that confront you in the ministry. Who is a minister for federal tax purposes? Should I report my taxes as an employee or as self-employed? What is the housing allowance? What are the tax consequences of living in a church-owned parsonage? What is the clergy-penitent privilege? What legal requirements apply to the performance of marriage ceremonies?
Look to church law and tax expert and Richard R. Hammar for the answers you’ll need to begin your ministry with legal and financial clarity and integrity.
12 Law & Tax Guidelines for New Ministers features a convenient Q&A format and is written in understandable and concise language. Get the insights you need to make potentially significant legal and financial decisions with confidence.
Pastor, Church & Law, Fifth Edition
Have you ever done an internet search on church liability, federal reporting requirements, incorporation, employment laws, negligence, counseling, the legal authority of pastors, or any other legal concern your church is facing only to come up with too many results with conflicting advice?
If so, Pastor, Church & Law is your definitive answer on every legal issue your church could face.
Richard Hammar, attorney and CPA specializing in legal and tax issues for churches and clergy, reviews thousands of legal cases relevant to churches each year and has compiled the conclusions into the most comprehensive and practical legal reference for churches and clergy.
2021 Church & Clergy Tax Guide
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2021 Church & Clergy Tax Guide. Tax law in general is highly complex and ever-changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:
Prepare 2020 tax returns
Understand tax laws
Correctly report federal income taxes and social security taxes
Distinguish relevant exemptions
Reduce tax liability
The guide helps church treasurers, board members, bookkeepers, attorneys, CPA’s, and tax practitioners:
Navigate the CARES ACT
Define “income” for the church
Handle and report employee business expenses
Understand the substantiation rules that apply to charitable contributions and designated contributions
Grasp federal tax reporting requirements that apply to churches and church employees
Beyond help preparing annual tax returns ministers, churches, and their advisers find the guide indispensable throughout the year with in-depth coverage on:
Charitable contributions
Clergy retirement plans
Social Security taxes
Church reporting requirements
Housing allowance
Business-expense reimbursements
Known as the most comprehensive, accurate yet easy-to-understand tax guide available for church leaders you will find yourself regularly referencing key topics, charts, sample forms, and real-life illustrations for all your tax and legal questions.
2020 Clergy Tax Organizer Booklet
Just a friendly reminder, your tax material will need to be in our office by September 15, 2021, to guarantee completion by October 15, 2021.
Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2020 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.
The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses, and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.
The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.
2020 State Worksheet – download here
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.
2020 Clergy Tax Organizer Online (Editable PDF) Do you want to download the Clergy Tax Organizer Online? – click here
2020 Audit Protection Plus Audit Protection Plus Enrollment –Â click here