Tax Services:

Clergy Tax Service:

Stop Overpaying Taxes and Receive Expert Advice

The Clergy Advantage® Suite of clergy tax services provides everything you need to stop overpaying taxes and maximize your unique clergy tax benefits. We don’t want to just prepare your return we want you to have peace of mind.  We’re dedicated to your total financial well-being through education, advising, and implementing the expert strategies best suited to you.

Personal Tax Preparation and Planning
 Preparing a clergy tax return properly is only the tip of the iceberg.   Utilize all of your unique tax benefits including ministry expenses, housing allowance and the right retirement planning for ministers with an affordable options that combine consulting, tax planning and tax return preparation. Learn how the right information and tax/financial planning  with clergy experts can yield incredible tax savings.

Income Tax Reviews
Individual and Business Return Services typically saves ministers hundreds of dollars, or more, the very first year we prepare their taxes. Clergy Advantage® will review your personal tax return in the often overlooked or miscalculated areas:

Clergy Advantage® Retirement Plan
Whether you plan to ever retire or not, preserve your housing allowance benefits for life with specialized clergy retirement and housing allowance strategies. The Clergy Advantage® Retirement Plan gives the non-denominational pastor the same retirement benefits as those with a denominational plan. Compare the differences of retirement options and you’ll agree the benefits are unbeatable.

Consulting
The only way to know that you’re optimizing your financial situation is by having a clergy tax preparation and planning specialist in your corner.  Put your mind at rest with our nationally acclaimed tax professionals, who offer years of experience and cutting-edge expertise.  You’ll gain confidence; get strategies for future tax savings, and save money. For information and a great start to tax savings, watch our free webinar, “Tax Free Money for Ministers.”

Premium Support Package (PSP)
Optimize your tax-planning opportunities and cover contingencies as they arise throughout the year for one low annual fee rather than paying hourly rates.  You’ll receive up to two hours of your clergy tax professional’s time during the year and get added benefits like “An Accountable Plan Setup” and “Church Treasurer’s” Workshops for your whole staff.

Church/Organizational Package
This is a great way for churches or organizations with five or more pastors on staff, or for those experiencing or anticipating change, to get guidance and information tailored to your needs.  You’ll also receive group discounts on tax preparation with free workshops and resources for your staff, treasurer and administration to help with church taxes.

Webinars & Workshops
Free workshops and webinars provide information about the unique clergy tax and financial opportunities available to ministers. These webinars organize clergy tax benefits into three main areas that Steve calls, “The Three Biggies” to help you put the tax puzzle together.   Start with “Tax Free Money for Ministers” and discover the possibilities. Join us from the convenience of your home or office to learn what can make a world of difference in your finances and your future.

Complete Nonprofit 501(c)(3) Setup
Learn how to set up and manage your nonprofit so there are no surprises. Clergy Advantage® will help you evaluate the benefits and possible disadvantages to you personally.  After hundreds of successful non-profit set ups, you’ll receive the expert guidance you need.

LLC, Partnership & Corporate Tax Returns
We will optimize your business return and coordinate it with your personal tax return for the greatest tax efficiency.

990 Non-Profit Returns
Since the 2008 tax year, 501(c)(3) organizations, except churches, are required to complete and file a form 990 with the IRS.  Take full tax advantage of your exempt status with Clergy Advantage®.


Not utilizing all of your tax benefits could be costing you thousands of dollars in unnecessary taxes every year. Don’t be a tax casualty and  keep your housing allowance benefits for life.    Transform the way you use your tax benefits. Attend our free, “Tax Free Money for Ministers” and “Don’t Let Ministry Expenses Eat Your Lunch.”

By breaking the puzzle into three main categories and fitting them into a practical and complete plan, you’re likely to see huge savings right away.   Learn how to maximize the critical, “Tax Biggies” and 90% of your tax puzzle is solved:

  1. Housing Allowance
  2. Maintaining Housing Allowance Benefits FOR LIFE & using the right retirement plan
  3. Understanding Ministry Expenses and the Accountable Plan

Using your housing allowance effectively requires much more than  knowing what you can & can’t deduct. Understand three basic principles before setting your housing allowance for the year.  Learn effective strategies for special circumstances like, buying or selling a house to create even more tax deductions.

Keep your housing allowance benefits when you retire. Even if you never plan to retire, you can have the tax free stream of income for life. The wrong kind of retirement plan can cost you your housing allowance benefits and tens of thousands of dollars over the years.  There are unique tax strategies available to pastors, and there are unique financial strategies available as well.

Ministerial Expenses are a huge area of tax losses for ministers without an Accountable plan. If your Accountable Plan isn’t set up and implemented properly, you ARE LOSING significant deductions every year. Discover a host of frequently overlooked deductions AND reduce your audit risk enormously.  If you’re a typical pastor, you could be adding hundreds or even thousands to your income every year.  You’ll have everything you need to present to your board,  implement and budget an Accountable Plan.