About Us:
Clergy and Church Taxes:
How We Can Help You
When it comes to taxes, as a minister, you have a reason to smile. The IRS has extended multiple opportunities for you to save money on your taxes. However, if your CPA isn’t versed in all of the unique tax benefits available to clergy, you’re probably over-paying your taxes.
But, don’t all CPAs know about the tax-saving opportunities for the Clergy?
Unfortunately…no. Taxes have to be one of the most confusing subjects around, especially clergy taxes. Even CPAs have a hard time staying on top of all the changes, let alone, all of the nuances of clergy tax-planning and retirement strategies. That’s why we’re specialists. We pour over all the unique benefits and changes that pertain to clergy and church taxes so that we can offer the best advice and service to our clients. Who would you rather have as your financial partner, some one good at most tax and financial situations, or a team of specialists, experienced in your area of need?
As clergy tax specialists we understand how to save you money, we understand how to maximize your retirement and we understand you.
Our experts have faithfully served ministers and religious organizations in all 50 states and abroad since 1980. We have decades of experience and unparalleled expertise in clergy-specific tax issues and clergy tax preparation financial strategies suited to clergy. A lot has changed over the years but one thing has remained constant…our desire to save you money.
Our commitment remains; to improve the lives and financial futures of today’s spiritual leaders and their families through these services:
Clergy Advantage® Retirement Plan
Our specialists have developed a solution that allows all clergy to enjoy housing allowance benefits during retirement, especially those who do not have the opportunity to participate in a denominational plan. Most clergy are counseled poorly by well meaning professionals about their optimum options for retirement. We aim to set the record straight.
Personal Tax Preparation and Planning
Our experts will optimize your return and educate you. Planning is an integral piece of our tax preparation service.
LLC, Partnership & Corporate Tax Returns
We provide the advantage of optimizing your business return by coordinating it with your personal tax return. You will know your best options.
990 Non-Profit Returns
Starting in the 2008 tax year all organizations will be required to file with the IRS.
Consulting
Our nationally recognized clergy tax professionals offer cutting edge expertise for individuals and groups. Also, inquire about our valuable free workshops.
Premium Support Package (PSP)
The PSP consulting package will optimize tax-planning opportunities and cover contingencies as they arise for one low annual fee rather than hourly rates.
Church/Organizational Package
The Clergy Advantage Organizational Package is a great tool for those with five or more pastors on staff who want to make sure they’re maximizing their financial opportunities, both, individually and corporately; or for those experiencing or anticipating change or growth. It also provides group discounts on tax preparation.
Advanced Housing Allowance Strategies for today and during retirement.
These are tried and true strategies and our special area of expertise. So many ministers don’t fully utilize their clergy housing allowance ['clergy housing allowance' pointing to the 'Financial Services' page] benefits. We especially emphasize how to implement practical applications using housing allowance strategies to reduce taxes and attain your financial goals. We can help you build a tax-free income during retirement.
Educational Workshops
We provide free workshops and webinars sharing unique tax and financial opportunities available to clergy. Join us to learn how to maximize all of your benefits.
Complete Nonprofit 501(c)(3) Setup
We’ll help you evaluate the benefits of and the steps to take to set up and manage your nonprofit. . We’ll also evaluate the benefits and weigh any disadvantages to you.
Income Tax Reviews Individual and Business Returns:
A very affordable tool to make sure your tax strategy is sound. Our professionals typically save ministers hundreds of dollars the first year we prepare their personal taxes.
Discount Group Benefits including; Disability, Short Term Health and Dental Insurance
We are partnering with some of the largest and most reputable companies to provide great affordable plans for all situations and contingencies including: Missionaries on assignment or those in-between health insurance plans or employment, part-time and temporarily employed or recent graduates.
