Clergy Financial Resources
Client Reviews on Clergy Financial Resources
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Using this company is just a good idea. Competent, easy to use and peace of mind. I have been working with them for nearly 20 years.
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We are thankful for your service. Great job, efficient, accurate, timely.
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I have been using Clergy Financial to do my taxes for 15+ years. I trust them, and know they are working for me. Their work is efficient and timely. Also when doing FAFSA forms they are incredibly helpful.
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Clergy Financial's Church Payroll service also does my W-2 at tax time. Before using Clergy Financial, I did the W-2 and W-3 forms. Once I made a small mistake. I filed corrected forms. But it took over 12 months of back and forth correspondence with the Social Security Administration to resolve my small error. I am thankful that I do not have to do W-2 forms any more. As a church treasurer it is one less work item in the busy month of January.
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I have used Clergy Financial for the past seven years. They have expertly assisted me in tax accounting for an international move, a marriage dissolution, and complicated real estate transactions. They have accurately shared tax law, information on IRS requirements and possibilities, as well as related congressional actions. I could not recommend them more highly, and I have connected them to four of my friends.
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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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Clergy taxes? AGGGGGHHHHHH!A friend told me about CFR shortly after I was appointed to serve my first church. At a seminar with a financial planner, he asked who I used. When I told him CFR and what I'd paid, he told me to never leave...and I haven't!Paperwork beforehand leads you through all of the information they need. Then, you have a phone consultation to review and possibly find other areas of savings.In the interest of transparency, I am getting a Starbucks gift card for posting this review...but I wouldn't do it or say what I said if it weren't true.
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Thanks for your conscientious and efficient service. And thanks for the free coffee.
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The staff at Clergy Financial Resources are personable and professional. They respond to needs and requests quickly and always provide accurate counsel and services. Clergy taxes can be complicated and they have streamlined the process for us.
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As an enrolled agent, I understand the unique needs of Church Payroll. The major payroll companies don't get it. Clergy does.
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