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June 2024 by Adam Krueger
Josh and the payroll team at Clergy Financial have been incredibly helpful in making the transition of our payroll services from a different provider. Their knowledge, communication, patience, and training have all gone a long way to assure us we made the right decision to choose Clergy Financial Resources as our payroll processor. Their online portal and reporting system is easy to use and our staff member appreciate having online access to their payroll information as well.
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May 2024 by Taylor Family Music
Very helpful experience. This is our first time with a ministry focused tax service and it was very informative and helpful. Always responsive and quick to answer any questions we have. If you are involved in ministry, this is a great resource to make certain your taxed are done right!
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March 2024 by Mark Emily Nerland
Exceptional service! Clergy taxes are unique and many tax preparers are not really familiar enough with them. CFR is constantly updating their clergy tax preparation package to reflect the most current changes in clergy tax law. They are the experts and I look forward to working with for many more years to come.
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March 2024 by Lynne Silva-Breen
I so appreciate the skill and care I receive - knowing my tax preparation was done by a professional who understands all the laws and how they apply to our particular financial path. I trust the CFR team I have come to know through many years to manage this essential year chore.
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November 2023 by Amanda Burian
Josh was wonderful and so easy to work with! Totally Recommend!
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October 2023 by Sam NK
I've had the best experience with Clergy Financial Resources. Dan was very patient and responsive, and he guided me through every step of the way for preparing my taxes and helping to resolve issues and questions that I had. It's true what Dan said, that CFR gives clergy a peace of mind with their taxes, so that they could focus more on ministry. I have a peace of mind knowing that my taxes were filed correctly and that I'm prepared for next year with no surprises. I highly recommend for doing your clergy tax return!
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May 2023 by Danny Hammons
The service provided by Clergy Financial is outstanding. Everyone we have been in contact with through email and by phone are knowledgeable, helpful and patient always going the extra mile to help us understand and to answer our questions.
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April 2023 by Jacob B
This year my wife and I sold my former house and got married. I'm clergy, she's a physician; we both have relatively complicated taxes, and combining them made it even more complicated. I'd previously done my own taxes, but, with the combination, it was great to have someone else--who knows what they're doing--handle the tax preparation.
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April 2023 by Jacob B
This year my wife and I sold my former house and got married. I'm clergy, she's a physician; we both have relatively complicated taxes, and combining them made it even more complicated. I'd previously done my own taxes, but, with the combination, it was great to have someone else--who knows what they're doing--handle the tax preparation.
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October 2021 by Akomolafe Monsurat Yomi
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April 2021 by Jason H
Clergy Financial Resources has been a trusted tax support for my family for a number of years. With the ever-changing tax landscape for pastors and with my spouse having her own business, CFR team members consistently demonstrate a high level of expertise and dedication to getting things done right. I highly recommend them!
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October 2020 by John K
We (my wife and I) recommend Clergy Financial Services wholeheartedly. They have helped us untangle our finances and our tax situation, and they make it much less stressful. Check them out-you won't be disappointed!
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July 2020 by Fr. Joe
I've been a Clergy Financial tax client for 3 years and will continue to be one well into the future. Every staff member who's helped me over the last 3 years, from administrative assistants to accountants, has been kind, professional, smart, and attentive. Of all the hard choices I've had to make as a senior healthcare chaplain during the current pandemic, I'm happy to say, "where do I get my taxes done," isn't one of them. Fr. Joe
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April 2020 by Matt Brunk
I've used Clergy Financial Resources for my taxes for the last 3 years. Every year doing my taxes has gotten easier! They take all the time I need to get things right and answer my questions quickly whenever something comes up throughout the year.
