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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.
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December 2018 by Erika S.
Short version: Dishonest, overpriced, and, in our experience, unable to do clergy taxes right and keep track of what they've even filed or not. Long version: We're a clergy couple and the one year we paid these folks to do our taxes was, by far, the biggest nightmare. We had to have several scheduled phone calls, in which we answered the same questions each time, as if the person never wrote anything down. They didn't have clear answers to our questions when we met initially. We paid over $800 if you can believe that. And, to top it off, 2.5 years after the fact we learned they never even filed our MN state return. Yet when we look at the downloads of tax docs they had prepared, it's a good thing they never filed, because they showed us getting a return but that was an error (from skipping a line on the form carrying over tax due). We owed a small amount. So, a few years later when the state realized we had never filed, we got a scary letter, and had to pay for that back tax plus interest/fees. Also, had to pay parking and spend time back and forth to Department of Revenue office, trying to sort out what these people did (since they weren't telling us the truth, and just now 2.5 years later, we're trying to replace our MN state tax form with one showing tax due, and trying to convince us it's the same doc they emailed 3 years ago. I have both. Please stop lying to us. They never apologized or even acknowledged why I have a MN tax form, completed by then, showing a return (wrong) when in reality we had tax due. They never apologized or acknowledged they didn't file our state return anyway. *Dishonest, overpriced, and, in our experience, unable to do clergy taxes right and keep track of what they've even filed or not.* I couldn't more strongly suggest you stay clear of these people.
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March 2018 by Michael Carlson
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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November 2015 by Errol Rohr
This is the best service for clergy taxes that I have found. For years I used another service and was totally dissatisfied. CFR is an excellent resource. Their staff are extremely helpful along every step in the process and are very good for follow up. They have saved me a great deal of money and have been very responsive to any questions that I have had. I highly recommend this tax service.
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November 2015 by Edna Todd
For many years our church used a large and well known payroll service company. Not only were the costs rising every pay period but the service was incomplete as their knowledge regarding clergy taxes and especially parsonage allowances were minimal. We count finding Clergy Financial Resources one of our "biggest and best" finds of 2015! Josh and Mark through Clergy Financial Resources have served us above and beyond what we even knew to ask. What a relief and pleasure it has been this past year. They are always willing to work with whatever situation has come along the way. Their assistance through the health insurance issues this past year are very much appreciated. We are just now beginning to utilize the HR services. The endless list of subject matter and expertise is appreciated. I would highly recommend CFR to everyone we meet.