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Customer Review Ratings
Average of 12 Customer Reviews
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Review fromRemaliah E
Date: 07/03/2025
5 starsClergy Financial Resources is great at what they do! We appreciate that they are professional, responsive, helpful, and readily available to answer questions or provide guidance. Serenity is a joy to work with!Review fromReta R
Date: 07/01/2025
5 starsReta R
Date: 07/01/2025
The staff at Clergy Financial are always ready and willing to help with any updates or issues that may arise. They are also full of knowledge and guidance when it comes to payroll. Thank you for your support.
Clergy Financial Resources
Date: 07/02/2025
Thank you so much for your kind words! We're truly grateful for your trust in Clergy Financial. Our team is always here to support you, and it's wonderful to hear that our guidance and service have made a positive impact. We look forward to continuing to serve you with the same dedication and care. Thanks again for being a valued part of our community!Review fromTonya E
Date: 04/24/2025
5 starsTonya E
Date: 04/24/2025
I've been using Clergy Financial for years, ever since my first call as a pastor. Because all they do is clergy taxes, I trust that they know how to handle the complexity which is taxes for a clergy person. They've always been friendly, personable, willing to explain things to me when I have questions, and very helpful. I highly recommend them.Clergy Financial Resources
Date: 04/25/2025
Thank you so much for sharing your wonderful experience with Clergy Financial Resources. It's truly heartening to hear that you have trusted us with your clergy taxes for years, starting from your first call as a pastor. Our specialization in clergy taxes undoubtedly provides the expertise needed to handle the complexities ***********'s great to know that our staff has consistently been friendly, personable, and willing to explain things clearly whenever you have questions. Your high recommendation speaks volumes about their dedication and helpfulness.We appreciate your feedback and are delighted to hear that Clergy Financial Resources has been such a valuable resource for you.Review fromRick J
Date: 04/15/2025
5 starsRick J
Date: 04/15/2025
Great service and very knowledgeable doing taxes. Victoria answered questions I had to my satisfaction.Clergy Financial Resources
Date: 04/16/2025
We are deeply grateful for the opportunity to work with you over the past 37 years. It feels like just yesterday when we started this journey together, and we are excited to continue our collaboration for many more years to come.Your trust and support have been invaluable to us, and we are honored to have been a part of your success. Thank you once again for your partnership and for allowing us to be a part of your journey.Review fromAdam K
Date: 04/02/2025
5 starsAdam K
Date: 04/02/2025
The team at Clergy Financial Resources has been incredibly helpful in getting our payroll compliant with US IRS laws as they pertain to clergy. Their payroll system is quite user friendly and if I ever have a question, they are very responsive and get me the answers I need quickly and completely. I am so glad we started using their services! And their pricing is not only competitive but inclusive of all we need each month. It certainly has helped us maintain our budget without surprises.Clergy Financial Resources
Date: 04/04/2025
Thank you for your 5-star rating! We are committed to delivering exceptional services to clergy and churches throughout ***************** and internationally. Our commitment is to provide the support, resources, and guidance necessary to thrive and focus on your ministry. Your positive feedback motivates us to continue striving for excellence in everything we do.Review fromDAVID R
Date: 03/21/2025
5 starsDAVID R
Date: 03/21/2025
I couldn't be happier with the services we received from Clergy Financial Services. My wife and I have been using the same tax preparer in PA for over thirty years. This year we prepared all our tax documents and sent them to him on a Saturday morning and later that day received an email from his family saying that he had suddenly passed away the night before. I was in a panic wondering who we would be able to find on short notice to prepare our somewhat complicated return. After investigating your website and noticing a testimonial from my bishop who ordained me, I made an appointment with Mark and was immediately impressed. Your processes and team are all very professional and from the beginning I felt like a valued client. All along the way I received emails notifying me of the status of our return. Rae, Kira, Mark and Karen have been very kind and seem like they have our backs and are good friends. We are looking forward to working with you again next year and would be honored to be a reference for future new clients. How blessed we are to have met the Clergy Financial team!Clergy Financial Resources
Date: 03/24/2025
Thank you so much for your kind words and for sharing your experience with Clergy Financial Services. It means a lot to us that you chose to trust our team with your tax preparation needs.We are thrilled to hear that you were impressed with our professionalism and felt valued from the very beginning. Our team is dedicated to providing the best service possible, and we are glad to know that you felt supported and cared for throughout the process.We look forward to working with you again next year and are honored by your offer to be a reference for future clients. It is truly a blessing to have you as part of our Clergy Financial Services family.Review fromDoug D
Date: 03/03/2025
5 starsDoug D
Date: 03/03/2025
Always a pleasure to do our taxes with CFR. Each advisor is very knowledgeable, thorough, & pays attention to every detail.
Clients for over 10 years & never any problems or complaints. Thankful for this excellent tax preparation service.Clergy Financial Resources
Date: 03/06/2025
Thank you so much for your kind words! It's always a pleasure to serve you. We're thrilled to hear that you've had such a positive experience with our knowledgeable and thorough advisors for over 10 years. Your trust and satisfaction mean the world to us. We're grateful to have you as a valued client and look forward to continuing to provide you with excellent tax preparation services. Thank you for your continued support.Review fromDestiny C
Date: 10/29/2024
1 starDestiny C
Date: 10/29/2024
I inquired with this business back in February of this year. I had my initial call with Anne on March 1, 2024. I had told her over the phone, left a voicemail and a follow up email on 3/4 requesting her to hold off on providing any further services and eventually ended up canceling because I found someone else to do my taxes. I never heard a word back from the company after that. Flash forward to 10/16/24, they insert a return in my portal, and ask for my authorization to file 10/18, when taxes are due in April and mine were filed by someone else in March. On 10/18 they withdrew $575 from my bank account. For almost two weeks now, I have been requesting a call from Mark, the CEO of this company and was even told in writing he would call me back. I have yet to receive a call back from anyone in the company regarding this situation. I don’t understand how you can charge someone such a large fee for a service they didn’t receive 8 months after the fact. I have two children to provide for, and this money was taken from my family and Mark knows that. Communication has been poor from this company and I don’t wish this situation on anyone. That is someone’s grocery and bill money. Do better.Clergy Financial Resources
Date: 10/30/2024
Thank you for bringing this concern to our attention. We value all feedback and are committed to ensuring our clients have a positive experience with our services.Upon reviewing this complaint, we found several discrepancies in the facts presented by the client. According to our records, we received the cancellation request after the services had already been provided. Our terms and conditions stipulate that a full refund is available if a cancellation request is received before any services commence. However, once services have begun, a service fee is applicable. This policy is in place to ensure clarity and fairness for both parties, recognizing the resources and time committed to providing our services.We are genuinely committed to resolving this issue. However, the tone and threats from the client have made communication challenging. In good faith, we agree to provide the client with a full refund, contingent upon the client's execution of a release of all claims for damages arising from their conduct.Review fromBrad F
Date: 07/03/2024
5 starsMy second year with Clergy Financial and Dan is responsive and patient with all my tax questions. Dan knows what he is talking about and I have recommended Dan to a number of colleagues here at church. No hesitation in recommending Dan.Review fromCass W
Date: 04/02/2024
5 starsCass W
Date: 04/02/2024
This is our first year with Clergy Financial and it went so smoothly, I am happy to have found this resource. The professionalism was outstanding. The communication was superb and the process was streamlined and it made it easy to accomplish this yearly task.Clergy Financial Resources
Date: 07/04/2024
We were absolutely delighted to read your fantastic review! We're so happy to hear that your first year with Clergy Financial went smoothly. Your feedback about our professionalism, clear communication, and streamlined process means the world to our team. We strive to make our services as easy and stress-free as possible for our clients. We look forward to continuing to serve you in the years to come.
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