Premium Support:
Clergy Tax Planning Opportunities at a Discount
The Premium Support Package is a yearly consulting subscription that allows you easy access to experts for questions beyond routine clergy tax preparation without hourly fees. You’ll have the opportunity to learn what you need to know about clergy tax, housing allowance, special clergy retirement issues and get expert advice for any concern with detailed strategies to reduce your taxes. Plan ahead rather than waiting until tax preparation time to discover what steps you might have taken earlier. We’ll even work with your treasurer or administrators to provide the support they need to help you make the most of your benefits.
One tax-deductible, annual fee for a 12 month subscription provides:
Audit Representation
Includes pre-audit work, documentation, and audit representation before the IRS, applies only to returns we have prepared. Available only if your subscription is in force at time of receipt of your audit notice.
One Hour of Financial Planning
Customizing tax strategies, investment and housing allowance with special clergy retirement strategies.
Two Hours of E-mail, Telephone or In-person Consultations for questions, contingencies or any tax planning or related issues.
Revised Pay Package Structuring and Tax Planning
Revised Estimated Tax Projections
Revised during the year as needed for pay package changes due to any changes like a call to a new church, job change, unexpected bonuses, gifts, etc.
IRS Correspondence
Review of IRS and State letters and notices; draft responses to IRS and State
These are some typical issues that the PSP covers:
- Tax efficient planning & strategies
- Year-end tax issues such as; ministry expenses, investment issues
- Pay package consultations
- Revised tax projections for pay raises, family and job changes
- Mutual fund or stock questions
- Unexpected income, Inheritance, gifts, bonuses, etc.
- Questions about Housing Allowance, Purchases & Leases
Review of any IRS notices you may receive
