Welcome

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

To assist you in getting started in the preparation process, we have developed a few helpful tools to simplify things.

Clergy Tax Preparation
How to Get Started

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.

Clergy Tax Organizer
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.  

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
CyberCabinet On-Demand Webinar – Tips and Best

Your personal CyberCabinet enables you to retrieve and review individual tax returns and supporting documents securely and conveniently online 24/7.

Within the last few days, you should have received an email to set-up your password for your online CyberCabinet.  If this step has not been completed, please follow the steps below:

    • Review and Accept the “User Agreement”
    • Enter your Login:  103485@xxxxxxx 
    • Click on “Forgot Password” and follow the directions
    • You will then receive an email with your temporary password
    • Return to the login page and login using your temporary password and reset to a password of our choice.
    • Your Cyber Cabinet will now be ready to use.
    • Uploading files to file exchange- Video

If at any time you need assistance, please feel free to contact us with the information is provided below. 

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.

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

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

Tel: (763) 425-8778
Fax: 1 (888) 876-5101

 

Important Tax Deadlines

January 15, 2020

4th Quarter 2019 Estimated Tax Payment Due
Clergy that have fourth-quarter income may be required you to pay quarterly estimated taxes, get them postmarked by January 15, 2020 tax deadline.

June 15,  2020 

For your 2019 tax return to be on time, you must have your tax material in our office by July 1, 2020, to guarantee completion by July 15, 2020. An automatic extension will be filed on tax material received after June 15, 2020.

July 15, 2020

Individual Tax Returns Due for Tax Year 2019
If you haven’t applied for an extension, e-file or postmark your individual tax returns by midnight July 15, 2020. 

Individual Tax Return Extension Form Due for Tax Year 2019
Need more time to prepare your tax return? File your request for a tax extension by July 15 to push your tax deadline back to October 15, 2020. 

1st Quarter 2020 Estimated Tax Payment Due
Clergy that have first-quarter income that requires you to pay quarterly estimated taxes, get your Form 1040-ES postmarked by April 15, 2020 tax deadline. 

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

Last Day to make a 2019 IRA Contribution
If you haven’t already funded your retirement account for 2019, do so by April 15, 2020. That’s the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA. 

July 15, 2020

2nd Quarter 2020 Estimated Tax Payment Due
Clergy that have second-quarter income that requires you to pay quarterly estimated taxes, make sure your payment is postmarked by June 15, 2020 tax deadline-Form 1040-ES

September 15,  2020  

For your 2019 tax return to be on time, you must have your tax material in our office by September 15, 2020, to guarantee completion by October 15, 2020. 

September 15,  2020

3rd Quarter 2020 Estimated Tax Payment Due
Clergy that have third-quarter income that requires you to pay quarterly estimated taxes, make sure your third quarter payment is postmarked by Sept. 15, 2020 tax deadline-Form 1040-ES.

October 15, 2020

Extended Individual Tax Returns Due
If you got a filing extension on your 2019 tax return, you need to get it completed and postmarked by October 15, 2020.

January 15, 2021

4th Quarter 2020 Estimated Tax Payment Due
Clergy that have fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2021 tax deadline-Form 1040-ES