Clergy Financial Management

2 years of great service. Like many, I dread the idea of tax season. But Clergy Financial has made the process bearable! The Tax Organizer is easy to use, and makes the entire process relatively easy. A couple of weeks ago, I received some information from the IRS that my taxes were missing some reported income. I talked to Mark, he told me not to worry and that the IRS had made an error. Mark took care of the paper work from there. Great experiences all around.

**Edit: Updated a year later and we're still perfectly pleased with Clergy Financial Resources!** Clergy Financial Resources has been fantastic for our church. We no longer deal with the stress of recording and calculating the taxes for our church staff, and the payroll system is so easy to use. It's also great being able to have direct deposit as a local church with just a few staff members.

It's saved us money to pay Clergy Financial to handle our payroll, and now we as staff can use our hours for what we care about--serving our church and our community. Thank you!

I'm a pastor, and Clergy Financial has done my taxes for 12 years. They know exactly what they are doing. They are efficient, fair, honest and accurate. I've never had any trouble with them, or the IRS. Though I live in another state, I don't have any problem getting excellent customer service, and great advice. I recommend them to all my fellow pastors.

I entered the ministry in 2006, after many years in the private sector. I found Clergy Financial Services to be so helpful in helping my wife and I negotiate the changes in our financial status and to understand the tax code related to clergy. We have depended on them for the past 8 years, and have found them to be professional, thorough, and accessible throughout the year as we have questions or concerns. I would highly recommend Clergy Financial to others in the ministry.

The staff at Clergy Financial Resources have always been very helpful. They are knowledgable about clergy payroll, taxes, housing allowances, fringe benefits, and other circumstances that are unique to church finances. They are always quick to respond to calls and emails. They go above and beyond what is expected, offering exceptional customer service.

The website is good but not as exceptional as the staff at Clergy Financial Resources. Navigation on the website is not intuitive. I've used it several times with success but prefer to speak with or email someone. The high quality of customer service makes up for what the website lacks.

Clergy Financial Resources offers quality personal tax preparation services which my family and I have used for 16 years. We have watched Clergy Financial Resources expand its coverage for income tax federal and state tax preparation to include electronic submittable tax filings and direct deposit of refunds. Clergy Financial Resources is a strong three generation company with high integrity, marvelous customer service and pleasant personal contact between their staff and myself. I have always felt comfortable recommending their services to my colleagues as I do to you today.

We've had a great experience working with Clergy Financial. We had a mess with our previous payroll provider and needed to make a switch. I reached out to Clergy Financial to get an opinion on what needed to be done and they walked us step by step through the process. We're glad we made the switch for our payroll processor. We now have the added bonus of a group of people that have great experience with church & clergy finances who can advise our leadership staff on an organization and personal level.

My husband and I have been using Clergy Financial Services for more than 15 years for doing our tax returns. They have always been prompt, and very accurate in helping us plan for the year to come. They are very knowledgeable, . With their clergy specific focus, I know that they know the tax laws inside and out, and they work for their clients trust and respect. I would highly recommend them to any clergy for tax preparation.

If you want personal attention to your specific tax and compensation issues, Clergy Financial is your best option. As a church we use them for payroll and I had them complete my complicated tax return last year and it was a very easy process. Filled out a form of information, had a phone call to review, and it was done. When you google away at clergy tax issues you get a variety of generic answers. Clergy Financial is always quick to answer any question you have all year long!

My wife and I have been working with Clergy Financial Resources since I graduated from seminary 5 years ago. Their tax preparation services have been a huge blessing to us every year! I have referred numerous other pastors in their direction and have always heard marvelous feedback. As a church we have also used their payroll services and been equally impressed. Their customer care is top notch and their end results are always exceptional.