Premium Support:

Clergy Tax Planning & Consulting 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 incurring 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 and 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 with a draft of response to IRS and/or State taxing authorities.

Typical issues that your Premium Support Package 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

 

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.