Valentine’s Day is almost here. While most people are thinking of flowers and chocolates, your friendly, neighborhood tax preparer is already thinking about April 15th.

IRS e-filing has officially opened and is now accepted returns. More importantly, official tax documents like W-2s and 1098 forms should have been received by now. The majority of taxpayers have enough information to start their tax returns.

Clergy Financial Resources sets March 15th as our own deadline for providing a completed tax organizer and all tax documents to our office. While you can still provide information after March 15th, there is no guarantee that the return will be prepared by the tax deadline of April 15th. The closer April 15th gets, the less time is available to resolve last-minute issues.

If you still need to get started, no worries! The first step is getting your tax organizer completed.

Visit to order the paper book version of our tax organizer.

Visit to order the electronic version of our tax organizer.

If you don’t want to use our online store, you can also call our office at 763-425-8778 to place an order for a tax organizer over the phone.

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Clergy Financial Resources serves as a resource for clients to help analyze the complexity of clergy tax law, church payroll & HR issues. Our professionals are committed to helping clients stay informed about tax news, developments and trends in various specialty areas.

This article is intended to provide readers with guidance in tax matters. The article does not constitute, and should not be treated as professional advice regarding the use of any particular tax technique. Every effort has been made to assure the accuracy of the information. Clergy Financial Resources and the author do not assume responsibility for any individual’s reliance upon the information provided in the article. Readers should independently verify all information before applying it to a particular fact situation, and should independently determine the impact of any particular tax planning technique. If you are seeking legal advice, you are encouraged to consult an attorney.

For more information or if you need additional assistance, please use the contact information below.

Clergy Financial Resources
11214 86th Avenue N.
Maple Grove, MN 55369

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


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