Referral Program

Referral Program


An Expression of Faith and Confidence ®

Referrals are the cornerstone of our business. When you refer clients to us, you are expressing your faith and confidence in the products and services that we offer to you. Your personal endorsement of Clergy Financial Resources is by far one of the most significant ways we can shape the future together.

You may have associates who need professional tax assistance or friends who struggle to do their own taxes every year. No matter who you refer, rest assured that their individual tax needs will be handled in the same professional manner as yours have been. You can now earn great rewards
just by spreading the word.

From January 1, 2011 to December 31, 2011, each time you refer a new client you will receive a $50.00 credit toward future services.

To apply for your credit, please complete the referral form below. The referral form must be received prior to contracting with the new client for clergy tax preparation, church payroll or clergy mortgage service.

Referral Form
Name:
Home Telephone:
Church / Office Telephone:
Email:
Gift Certificate: Please send me Clergy Financial Resources's $50.00 gift certificate upon successfully contracting my referral.
Please contact my referral listed below:
Person to Contact:
Name of Organization:
Home Telephone:
Church / Office Telephone:
Email:
Comments or Suggestions:

Referral must enroll in our Clergy Tax Preparation, Church Payroll or Mortgage Service before any credit is approved.