Clergy Financial Resources

Oct 2023

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!

May 2023

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.

Apr 2023

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.