Clergy Taxes, Simplified
Tax season is here! And we’re here to help.
Since 1980, the tax service division of Clergy Financial Resources has provided individual tax consulting and services to religious professionals in all 50 states.
Ministers are treated differently under the tax code than anyone else in the country and have advantages and disadvantages. Every client is unique, every situation is different.
These days, the majority of ministers are using a professional tax preparer to assist with the preparation of taxes. Even if you have a simple return, the rules are constantly changing from year to year, so you don’t want to overlook any deductions. We have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.
Our tax services are uniquely designed and bundled with three valuable services; Clergy Support which provides answers to your questions throughout the year; tax preparation to ensure compliance while minimizing your tax liability; Estimated Payment Support to prevent those unwanted surprises. Annual tax service starts as low as $400.00. The actual cost may vary and is based on time and the level of complexity.
Our goal is to make the preparation process as easy as possible. Your tax preparation interview will be conducted by telephone to ensure the accuracy and completeness of your return. Your documents are uploaded into your private secure portal.
Selecting an accounting firm may seem easy at first. However, a closer look at the effort, cost, liabilities, education, and ongoing training reveal some potential challenges. The greatest challenge for you in selecting an accounting firm is finding someone who is truly qualified in clergy tax law and can provide service to you as your ministry grows. Secular accounting firms may be great with for-profit businesses. However, they do not provide any guidance and adequate knowledge relating to ministers’ compensation, PARP, pension accounts, W-2 forms, etc. A basic accounting firm only knows what you tell them. If their office personnel or contact person does not have an accurate and up-to-date knowledge of secular and clergy tax law as it specifically affects individual situations, your tax return can become nothing more than an exercise in wrongdoing. In 2018, 60% of ministers’ W-2 forms were issued in error by general accounting firms, churches, and secular payroll companies. Ministers must understand these challenges and recognize the need for industry specialists.
Tax Season Doesn’t Have To Be Taxing
We are a dedicated organization to meet the unique tax and financial needs of today’s religious professional and the church. Without even knowing it, you may be losing out on the best tax filing strategies. We will sort out the questions and simplify your tax return and do all the tedious work that eats up your valuable time.
We are dedicated to providing professional services with the highest degree of honesty, integrity and strive to solve your tax issues.
Knowledge and Experience
Our knowledge, experience, and approach are what sets our firm apart. We leverage technology to provide a streamlined and efficient process. Our electronic process is designed to make your life easier and make things more convenient. We take on the heavy load so that you can get back to doing what’s important, whether that means taking care of your family, serving the church, or going on vacation – that is what your time should be focused. We focus on each file, communicate with you, provide you with documentation, and respond to your questions with as little disruption to your daily lives as possible. We make ourselves accessible through our electronic system, and we genuinely care about you and the outcome of your return.
Another thing that sets us apart is we are honestly not going to take on every single client that walks through the door. That’s primarily because we only serve ministers that are serving a church or other non-profit organizations. We want to be part of your future helping you achieve your goals.
We keep abreast of relevant trends and changes in clergy tax law, compliance, and client management.
We guarantee the confidentiality of your data through strict control over our infrastructure, as well as our physical and personal access rights.
We are dedicated to providing high-quality financial administration services based on extensive experience and knowledge.
Value of Relationship
We view every client relationship like a partnership and truly believe our success is a result of our personal support and service. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive represents our commitment to excellence.
For more information or if you prefer to make an appointment over the phone or need additional assistance, please use the contact information below.
Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369