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New Clients

Welcome! We look forward to providing you with the best and most accurate tax planning advice and service.

After 27 consecutive tax seasons and preparing 60,000 clergy tax returns, we have proven time and again that the greatest benefit we can provide to you is comprehensive tax planning that includes tax preparation service. As a Clergy FinancialSM Client you will have access to the most current information, resources and leading experts in Clergy issues. See About Us

If you are not currently a Clergy FinancialSM Client and wish to have our Tax Professionals prepare and file your tax return or engage our services please contact us for information or download our Tax Engagement Letter and return it to us. We'll be in contact to provide instructions and guidance along with your web site pass code for access to our forms, worksheets and other resources.

Our process is simple and effective. If you are one of the few people that doesn't need our expertise, we'll let you know that too. Contact a representative for an appointment or more information. For a list of services available to you, please click here

If we prepared your tax return for the previous year, you will receive your Tax Organizer in January with the appropriate State Questions forms. You may click here to log in to the Client Resource section for State questions and other resources.