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Church & Organizational Package
The Organizational Package is designed for multiple users; generally those with a staff of three or more individuals or for churches/organizations experiencing or anticipating change or growth. This special service emphasizes education for optimizing the unique benefits available to churches and pastors. You will also be eligible for a 10% discount on tax preparation for five or more clergy tax returns for your staff. One annual fee of $599 covers all of the services listed below. (Tax preparation is additional and at reduced rates for 5 or more pastors on staff during the time your subscription is active).
6 hours of Consulting time
Multiple users may access
this feature for one full year for any or all of the following:
• Pay Package Structuring and Tax Planning
• Yearly review to optimize your ministers’ salaries and benefits
• W-2/941 reporting issues and Year-end tax issues.
• Ministry expenses, Accountable Plan, Health Reimbursement, Tax-free fringe benefits
• Pay package consultations, revisions and structuring.
• Revised tax projections for all ministers on staff for pay raises, family changes, etc.
• Unexpected income, Inheritance, gifts, bonuses, retirement gifts, etc.
• Housing Allowance limits and Liability, Purchases & Leases
• Ministerial Employment Status
• W-2 Education
10% Discount on Tax Preparation for 5 or more ministers on staff.
CF Church Administrator’s Help Packet Includes:
• Accountable Reimbursement Plan Information
• Forms, Treasurer’s Year End Worksheet
• The “Perfect Every time” W-2 Form Help sheet
Commonly Asked Questions
Q. Do I need the Organizational Package or the Premium Support Package (PSP)?
A. The Church Package affords a much more comprehensive service for your organization and staff than the PSP. We will be able to meet the needs of all individuals on staff, help you plan for growth and make sure everyone is optimizing all opportunities. We also offer a 10% discount on tax preparation for the individual clergy people on staff and provide the Administrator’s Help Packet with helpful forms and worksheets.
Q. What types of questions are not included in the Organizational Package?
A. The goal of the Organizational Support Package is to offer greater tax planning opportunities and education at economical rates. The needs of each organization vary so we do not limit topics; rather we put a reasonable limit on the time we can devote to properly addressing the usual concerns and issues that arise through out the year.
