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Personal Tax Preparation & Planning
We don’t just prepare tax returns; we optimize them. Tax planning is a crucial piece of an effective financial plan. Educating you and improving your future is our goal. If you’re looking for comprehensive service and solid information from proven professionals; the Clergy FinancialSM Team is just what you need.
We offer a free Clergy Tax Organizer to help you provide the information we need to effectively prepare your return. An Organizer can be obtained by requesting it from our client representatives or downloading a PDF file in the “Client Resource” section of our website. We must receive the completed Organizer with all supporting documents by March 15 to be processed in time for the April 15 filing deadline. For more details of our effective long distance and new client processes click here.
Fees are calculated by complexity; the base fee generally starts at $375 and is discounted in January and February. The fee for the preparation of your Personal Tax Return includes these Services, Forms & Schedules:
• One-hour tax appointment- 1½ hours for new clients
(Service time for mail-ins is the same)
• Electronic Filing – Federal & State
• Form 1040 – wages from Form W-2
• Schedule A – Itemized deductions
• Schedule B – Interest/dividend income,
• Schedule C – Minister's self-employment income/expenses
• Schedule SE – Minister's social security self-employment tax
• Form 2106 – Minister's non-reimbursed employee job expenses
• Form 1040-ES – Estimated tax vouchers
• Estimated Tax Planning and Pay Package Review during Tax Preparation – (Subsequent tax planning and pay package review is available and advisable click here for package and consulting options)
• State Tax Return with State Estimated Tax Forms
Contact us for more information
or click
here for a description of our services.
