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 taxes” 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 advantage of their full clergy benefits.
Designate as many users as you like 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
