Organizational Package:

Church Taxes, Organizations and Clergy Discounted Group Consulting

The Clergy Advantage® Church & Organizational Package offers discounted services and consulting for one annual fee. You’ll have up to 6 hours of your tax advisor’s time throughout the year to be used for any contingency or planning issue. “Church tax issues” are confusing. Although churches aren’t subject to income tax, they are subject to numerous reporting requirements. We’ll work with you and your board, administration and staff to make sure that all elements of control and oversight are in optimal order. We’ll also make sure that the pastors and staff are taking full advantage of their clergy benefits and provide educational workshops and/or individual consulting to the staff if you choose that option. Designate users from your church or organization.

Receive a 10% discount on tax preparation for five or more clergy tax returns in your group.

All Staff Members Attend any of our Workshops or webinars FREE

  • Accountable Plan Workshop with Guides& Forms
  • Church Treasurers Workshop with Guides & Forms
  • Tax Basics and Housing Allowance Workshop and more….

Consultations may include but are not limited to:

  • 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
  • Financial Reviews for tax efficient wealth management
  • Specialized Clergy Retirement Planning

The Church Administrator’s Help Packet, which Includes:

  • Accountable Reimbursement Plan Information
  • Forms, Treasurer’s Year End Worksheet
  • The “Perfect Every time” W-2 Illustrator

To begin your Consulting Package subscription, click the button below to pay with Google Checkout.  If you would rather pay by phone/fax/mail or with an auto draft from a bank account, click here for a printable form. Your subscription will begin today if you use Google checkout or when we receive your completed form if you choose an alternate payment method. Questions? Feel free to call 970-667-5819 or Contact Us.

Remember that by completing this transaction you understand that your Church Organization Package DOES NOT include tax preparation  and covers only the items here. You may qualify for tax preparation discounts if five or more clergy tax returns are prepared for your staff members in one tax year. We are honored to be your trusted advisors and look forward to providing value and lasting benefits to your staff.

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.