Thank you for selecting Clergy Financial Resources. We truly value your trust and appreciate the opportunity to serve you.

Your annual tax service includes three key benefits:

• Clergy Support – expert guidance for your tax-related questions
• Tax Preparation – ensuring compliance while helping minimize your tax liability
• Estimated Tax Payments – accurate calculation of your estimated payments
• Advanced Tax Planning – Advanced Tax Planning is a proactive service designed to help you optimize your financial situation beyond standard tax preparation. It focuses on strategies to reduce future tax liabilities, maximize deductions, and align your tax approach with long-term financial goals.Please note: This service is offered separately and does carry an additional fee.

Tax season can feel overwhelming, but it doesn’t have to be. If you’d like to get ahead, Clergy Financial Resources offers simple steps to ease the stress. Start now and you’ll be well prepared, saving yourself unnecessary headaches as the deadline approaches.

Five Steps of Clergy Tax Preparation

Step 1 – Complete the Clergy Tax Organizer (required)
Begin by filling out the Clergy Tax Organizer along with the state worksheets. These serve as a learning tool, reference guide, and recordkeeping resource. Since the organizer is the primary source of information for your return, it’s essential to read it thoroughly and answer all applicable questions.

Step 2 – Upload your tax materials to CyberCabinet
 Please upload the following documents:

• Final version of the Clergy Tax Organizer (avoid duplicates)
• State Worksheet
• Prior year Federal and State returns (new clients only)
• Supporting documents
• Government tax forms (W-2, 1099, etc.)
• Year-end pay stubs
• Current pay stubs
• Compensation package outline
• Other tax documents needed for review Note: Do not upload receipts.

Step 3 – Document verification Once your files are uploaded, our office will review them to ensure everything is complete before moving forward.

Step 4 – Schedule your tax review After verification, you’ll receive an email from us to arrange your tax review appointment.

Step 5 – Tax review and completion During the review, we will:

• Compare with the prior year for consistency
• Identify tax-saving opportunities for the current year
• Plan ahead for estimated payments or optional withholdings

This final stage completes your return. Your finished tax return will be uploaded for review prior to e-filing.

Organizer On-Demand Webinar – Tips and Best Practices

Clergy Financial Resources invites you to watch our on-demand webinar, designed to guide you through the most effective way to complete the Clergy Tax Organizer. This online session covers selected organizer topics with in-depth discussion to help you prepare for your tax review.

State Worksheets

The state organizer is an important part of your tax materials and should be included with your submission. While not every state requires a worksheet, most do. To confirm whether your state requires one and to access the appropriate worksheet, please use the link provided above. A full list of states and worksheets is available. Please note that these worksheets must be printed and completed by hand, as editable PDF versions are not offered.

ANew 2025 Audit Protection Plus

For many individuals, receiving an IRS or state tax notice can trigger concern, confusion, and countless questions. We understand how stressful and overwhelming this experience can be. That’s why Audit Protection Plus is designed to give you peace of mind.

With this service, our team of experienced tax and audit professionals will step in on your behalf. We’ll carefully review the notice, develop a personalized strategy, and communicate directly with the IRS or state agency to defend your tax return. You won’t have to face the process alone—we’ll guide you every step of the way.

For one low annual fee, Audit Protection Plus provides:

• Expert Representation – Knowledgeable tax and audit specialists working on your behalf.
• Strategic Defense – A tailored plan to address IRS or state inquiries.
• Comprehensive Coverage – Protection for your filed tax return, plus the added benefit of any amended returns for the current year.
• Peace of Mind – Confidence knowing you have professionals ready to respond quickly and effectively.

Audit Protection Plus ensures that when questions arise, you have trusted experts standing with you.

CyberCabinet Plus – Tutorial

Protecting your confidential information is our highest priority. Your personal CyberCabinet provides a secure, convenient way to upload and review your tax and financial documents online.

To log in and begin using your secure portal, please follow the steps outlined below.

CyberCabinet Login

• • • Review and Accept the “User Agreement”
    • Enter your Login: 
    • Enter your password or reset your password
    • Your Cyber Cabinet will now be ready to use
    • CyberCabinet tutorial – Video

Should you have any questions, please feel free to contact us.

Clergy Financial Resources
Tax I Payroll & HR I Bookkeeping I Consulting
11214 86th Avenue N.
Maple Grove, MN 55369

Tel: (888) 421-0101
Fax: (888) 876-5101

January 15, 2026

4th Quarter 2025 Estimated Tax Payment Due
Clergy with fourth-quarter income may be required to make an estimated tax payment. This payment is submitted using Form 1040-ES.

April 15, 2026

Individual Tax Returns Deadline for Tax Year 2025
Unless you have filed for an extension, your individual tax return must be electronically submitted or postmarked no later than midnight on this date.

Individual Tax Return Extension Deadline – Tax Year 2025
If you need additional time to prepare your tax return, you must file an extension request by April 15, 2026. Doing so will extend your filing deadline to October 15, 2026.

1st Quarter Estimated Tax Payment Due
Clergy with first-quarter income may be required to make an estimated tax payment. This payment should be submitted using Form 1040-ES.

Federal estimated tax payments can be made securely online at IRS.gov/payments. Most states also allow estimated tax payments through their Department of Revenue websites. If your state does not provide an online option, you may need to submit your payment by mail. 

Final Day to Make Your 2025 IRA Contribution
If you haven’t yet contributed to your retirement account for 2025, the deadline is April 15, 2026. Contributions to both traditional IRAs (deductible or non-deductible) and Roth IRAs must be made by this date.

June 15, 2026

2nd Quarter Estimated Tax Payment Due
Clergy with first-quarter income may be required to make an estimated tax payment. This payment should be submitted using Form 1040-ES.

September 15,  2026

Tax Materials Deadline

Friendly Reminder: To ensure the completion of your return by the April 15th deadline, please upload your organizer, state worksheet, and other supporting documents to your CyberCabinet by March 13th at 5 PM (Central).

3rd Quarter Estimated Tax Payment Due
Clergy who have third-quarter income may be required to pay quarterly estimated taxes by submitting Form 1040-ES.

October 15, 2026

Extended Individual Tax Return Deadline – Tax Year 2025
If you filed for an extension on your 2025 tax return, it must be completed and postmarked by this date.

January 15, 2027

4th Quarter Estimated Tax Payment Due
Clergy who have fourth-quarter income may be required to pay quarterly estimated taxes by submitting Form 1040-ES.