Clergy Tax Preparation
Three easy steps to our Clergy Tax Preparation service
Step 1
Please click the following link to order your 2007 Clergy Tax Organizer, After your order is processed, you will receive your user name and password. Please retain this information for your records.
Each year, we publish a new tax organizer, which is designed to be used as a learning tool and reference guide. This organizer will assist you in gathering the information needed to prepare your current tax return.
Clergy Tax Organizer Online, the Internet version of our organizer, includes additional online tax help, important new tax law changes and page-by-page instructions which will assist you in the completion of your organizer. This comprehensive online organizer is your assurance that you won't miss any important tax information. This is the most comprehensive organizer available to clergy.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. You will also find a separate organizer for your state.
There is a fee to order the Clergy Tax Organizer, which is required to complete your tax return. However, this fee will be applied against your tax preparation charge and is not an additional cost.
Step 2
Compile all your tax records and receipts and complete the organizer. We suggest you review the entire organizer and answer all the questions that apply to you. Your return will be prepared primarily from this data. You can then mail or fax your completed organizer and any other pertinent tax material needed to complete your return.
Step 3
We will contact you during the final review to clarify and review the organizer and other tax related information. This will be the final stage to complete your return. Your completed tax return will be mailed to you for your review, which will then be forwarded
to the IRS and your state.
At Clergy Financial Resources, we'll give your taxes the personal, confidential, professional attention they deserve. Try us and see.