Thank you for choosing Clergy Financial Resources to prepare your tax return.  We sincerely appreciate your trust and the opportunity to serve you.

Your annual tax service is bundled with three valuable services:

• Clergy Support provides guidance to your tax questions.
• Tax Preparation, ensuring compliance and minimizing your tax liability.
• Estimated Tax Payments, calculating estimated tax payments.

We all go through the painstaking process of doing our taxes. For those who want to get it over with now, Clergy Financial Resources has some simple steps you can take to reduce the stress out of tax season. Use these tips to get a big head start on the tax season now and save yourself headaches as the tax deadline looms.

Five Steps of Clergy Tax Preparation

Step 1 – Order and complete the Clergy Tax Organizer (required to use our service)

The first step in the tax preparation process is to complete the Clergy Tax Organizer. The Clergy Tax Organizer and accompanying state worksheets are designed to be a learning tool, a reference guide, and a source of helpful recordkeeping. It is also the primary source of data used to complete your return, so it is important that you read the entire organizer and fully answer all of the questions that apply to you.

Step 2 – Upload the following tax material in a PDF file format to your CyberCabinet. 

• • • Clergy Tax Organizer (only upload the final version to the organizer to avoid duplicates)
    • State Worksheet
    • Last year Federal and State returns (new clients only)
    • Supporting documents
      • Gov’t tax forms i.e.W-2, 1099, etc.
      • Year-end pay stubs
      • Current pay stubs
      • Compensation package outline
      • Do not upload receipts
    • Other tax documents needed for review

Step 3 – After you have uploaded your documents, our office will verify we have everything to move forward with your tax review.

Step 4 – Once your documents have been checked in and confirmed, we’ll send an email to schedule your tax review.

Step 5 – During your tax review, we’ll be looking back one year for consistency, identifying possible tax-saving opportunities in the current year, and looking forward to one year to determine adjustments for estimated payments or optional withholdings. This will be the final stage to complete your return. Your completed tax return will be uploaded to your personal CyberCabinet for your review prior to e-filing.

Organizer On-Demand Webinar – Tips and Best Practices

Clergy Financial Resources would like to invite you to view the on-demand webinar designed to teach the best method to complete the Clergy Tax Organizer. This is an online webinar on selected organizer topics that features an in-depth discussion designed specifically to assist you in preparing for your tax review.  

State Worksheets

The state organizer is essential and should be included with your other tax material.  Not every state requires a worksheet, but most do.  To check to see if your state requires a worksheet and to obtain yours; you can follow the link above.  A complete list and worksheets are available.  Unfortunately, you will need to print and complete them by hand.  They are not available in an editable PDF.

Audit Protection Plus

We deal with the IRS, so you don’t have to.

For many of us, an IRS or state tax notice creates concern, confusion, and questions. We understand that it can be scary and overwhelming. When you have Audit Protection Plus, we develop a strategy and work on your behalf. For one low fee, you can have knowledgeable tax and audit experts available to defend your tax return.

CyberCabinet Plus – Tutorial

Security is of the utmost importance with your confidential information.  Your private CyberCabinet enables you to upload and review your tax and financial documents conveniently online.

Within the last few days, you should have received an email to your online CyberCabinet. To log into your personal CyberCabinet, please follow the steps 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

Reset or Forgot Password

• • • Click on “Forgot Password” and follow the directions
    • You will receive an email with your temporary password
    • Return to the login page and enter your temporary password

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

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

Tel: 763.425.8778
Fax: 1.888.876.5101

January 16, 2024

4th Quarter 2022 Estimated Tax Payment Due
Clergy who have fourth-quarter income may be required to pay quarterly estimated taxes by submitting Form 1040-ES.

April 15, 2024

Individual Tax Returns Due for Tax Year 2023
If you haven’t applied for an extension, your individual tax returns must be e-filed or postmarked by midnight on this date. 

Individual Tax Return Extension Form Due for Tax Year 2023
Need more time to prepare your tax return? File your request for a tax extension by April 15th to push your tax deadline back to October 15, 2024. 

1st Quarter Estimated Tax Payment Due
Clergy who have first-quarter income may be required to pay quarterly estimated taxes by submitting Form 1040-ES.

Federal estimated taxes can be paid at https://www.irs.gov/payments. Estimated state taxes can be paid through most state departments of revenue websites. If not, you may need to mail in your payment.

Last Day to make an IRA Contribution
If you haven’t already funded your retirement account for 2023, do so by April 18, 2024. That’s the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA. 

June 17, 2024

2nd Quarter Estimated Tax Payment Due
Clergy who have second-quarter income may be required to pay quarterly estimated taxes by submitting Form 1040-ES.

September 16,  2024

Tax Material Due
For your 2023 tax return (extension) to be filed on time, you must have your tax material in our office by this date, to guarantee completion by October 15, 2023. 

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, 2024

Extended Individual Tax Returns Due
If you got a filing extension on your 2022 tax return, you need to get it completed and postmarked by this date.

January 15, 2025

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.