|Clergy Tax Preparation
Tax Preparation and Compliance service
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DO YOU UNDERSTAND CLERGY TAX LAWS?
No matter where you reside, we are available to serve you
Clergy Financial Resources is a national tax and payroll organization serving churches and clergy in 50 states. We are dedicated to meeting the unique tax and finance 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.
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. We believe in the value of relationships. 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.
Selecting an accounting firm may seem easy at first. However, a closer look at the effort, cost, liabilities, education, and ongoing training reveals 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 in any state. Knowledge and experience in clergy tax law are critical. Secular accounting firms may be great with for-profit businesses. However, they do not provide any guidance and adequate knowledge relating to clergy compensation, PARP, pension accounts, clergy 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 2012, 60% of clergy W-2 forms were issued in error by churches and payroll companies. Clergy must understand these challenges and recognize the need for industry specialists.
Most secular firms charge a hourly rate based on time for each service and support call which can be a deterrent for many clients. We believe that our support and guidance during the year is as important as the tax preparation. Because of this unique service model, we bundle Clergy Support and Tax Preparation as one service, Clergy Annual Tax Service. This includes everything for tax preparation and support all year, an all-inclusive service with no additional fees. Cost is always an important factor to consider in addition to the value of the service.
Clergy Support is not available with any other accounting organization. We have an unparalleled tax expertise on the complex issues associated with clergy tax law. This support plan offers you a valuable resource throughout the year for questions relating to clergy compensation, estimated payments, reimbursements plans, and other tax related issues at no additional cost.
Each year Clergy Financial Resources publishes a clergy tax organizer, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your current tax return. We do this to provide you with better and faster service, but also to get you started with sound record keeping practices for the following year.
As trusted advisors, we can work as partners offering valuable advice for all your tax needs. Along with a tradition of serving clergy with competence, integrity, and objectivity, our clergy tax professionals possess up-to-the-minute skills and training needed to translate increasingly complex information into information critical to making informed decisions.
We have an unparalleled tax expertise on the complex issues associated with clergy tax law, clergy tax preparation, clergy compensation, and church payroll. No matter where you reside, we are available to serve you. Our goals and objectives are to teach some basic principles and techniques to provide technical guidance; to determine the eligible tax deductions and benefits that you are not utilizing at this time and to help reduce and minimize your tax liability.
Since 1980, more clergy have trusted Clergy Financial Resources than any other service to help them save money at tax time. We'll give your taxes the personal, confidential, professional attention they deserve.
Your tax solutions begin with Clergy Financial Resources! No matter where you reside, we are available to serve you. Try us and see.
We have two convenient ways to assist you.
For more information or if you prefer to make an appointment over the phone or need additional assistance, please contact us at 763.425.8778 or firstname.lastname@example.org.
Clergy Financial Resources
Satisfaction Guaranteed: If for any reason you are not satisfied with our service, we will provide a refund. We pledge to provide excellent products and services or your money back.