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What Sets Us Apart?

Clergy FinancialSM Professionals provide complete integrated planning services to meet the challenges of today’s clergy and religious organizations.

Clergy FinancialSM is much more than a group of accountants or a tax preparation firm. Our Tax Professionals are nationally acclaimed authorities on clergy tax issues, non-profit set up and management, business tax and especially, Housing Allowance Strategies.
Meet the Clergy FinancialSM Team

Clergy FinancialSM has a proven track record of 28 consecutive tax seasons and decades of experience providing the kind of tax planning and expertise that changes lives.

No one has more experience with clergy tax returns than Steve Merriman, CEO. He has personally overseen the preparation of more than 60,000 clergy tax returns and represented hundreds of pastors in IRS proceedings.

We are a recognized authority on Clergy Tax and Housing Allowance Issues.   Steve was the lead consultant for the attorneys who successfully preserved the housing allowance tax deductions during the much publicized Supreme Court Hearing involving Rick Warren in 2001.

You have the benefit of a collaborative team effort.   Our Professionals routinely share their unique expertise with each other and you to provide the most complete and comprehensive service and advice available.

  We’ve proven it’s possible to develop very close and mutually beneficial professional relationships that stand the test of time with out being in close geographical proximity.