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.
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.
How to Complete the Clergy Tax Organizer – Free Online Webinar
Clergy Financial Resources would like to invite you to view a 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. The webinar is 53 minutes long.
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.
Your personal CyberCabinet enable you to retrieve and review personal 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:
- CyberCabinet Login
- 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.
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
Live Chat – Click Here
Tel: (763) 425-8778
Fax: 1 (888) 876-5101
2018/2019 Tax Deadlines and Dates
January 15, 2019
4th Quarter 2018 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, 2019 tax deadline.
March 15, 2019
For your 2018 tax return to be on time, you must have your tax material in our office by March 15, 2019, to guarantee completion by April 15, 2019.
April 15, 2019
Individual Tax Returns Due for Tax Year 2018
If you haven’t applied for an extension, e-file or postmark your individual tax returns by midnight April 15, 2019.
Individual Tax Return Extension Form Due for Tax Year 2018
Need more time to prepare your tax return? File your request for a tax extension by April 15 to push your tax deadline back to October 15, 2019.
1st Quarter 2019 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, 2019 tax deadline.
Last Day to make a 2018 IRA Contribution
If you haven’t already funded your retirement account for 2018, do so by April 15, 2019. That’s the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA.
June 17, 2019
2nd Quarter 2019 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 17, 2019 tax deadline-Form 1040-ES
September 15, 2019
For your 2018 tax return to be on time, you must have your tax material in our office by September 15, 2019, to guarantee completion by October 15, 2019.
September 16, 2019
3rd Quarter 2019 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. 16, 2019 tax deadline-Form 1040-ES.
October 15, 2019
Extended Individual Tax Returns Due
If you got a filing extension on your 2018 tax return, you need to get it completed and postmarked by October 15, 2019.
January 15, 2020
4th Quarter 2019 Estimated Tax Payment Due
Clergy that have fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2020 tax deadline-Form 1040-ES