Tax Planning:

Clergy Tax Consulting and Planning Designed for You

Taxes can be downright confusing, let alone clergy tax rules and church tax law.  Trying to stay on top of it all can be a full-time job in itself.  If you’re like most clergy, your plate is already full and trying to read through the clergy tax guide requires more than you have to give.  As a minister, you have the opportunity to reduce your taxes in ways that others cannot, it’s our job to make sure you know about and use all of your unique benefits properly.  Many clergy forfeit incredible tax savings each year, negatively impacting their finances today, but also their financial futures. Let us help you take full advantage of your clergy housing allowance and the other incredible clergy tax savings benefits that are provided by the IRS.

So how can you begin saving money on your taxes this year?
We have created several options to help educate those in the ministry on the many tax-saving opportunities that exist.  The best way to discover what you need to know is to participate in one of our FREE Clergy Tax Planning Webinars.  They’re offered regularly throughout the year and have helped thousands of people just like you to avoid the mistakes that so many ministers have made in the past. Check out our schedule of upcoming Clergy Tax Planning Webinars to discover how to start saving.

In addition to our educational webinar series, we have developed two different clergy tax consulting packages so that you can have direct access to one of our clergy tax experts at reduced rates.  We all have questions when it comes to taxes and now you can have someone who is there to help when you need them.  And best of all, we have bundled our packages with several additional services, all at greatly discounted prices.

The Individual Tax Consulting Package:
Our Premium Support Package for Individuals will provide you with sound advice and peace of mind.  This package includes:

• 2 hours of professional tax consulting advice
• 1 hour Financial Review
• Audit protection
• Special Free tax-planning workshops like, “Setting up an Accountable Plan” and “What Every Church Treasurer Needs to Know.”
• Proprietary Forms, Worksheets and Resources

The Church & Organizational Tax Consulting Package:
Our Tax Consulting package is designed to address clergy and church tax issues for larger organizations who want their entire team to benefit from our professional clergy tax preparation and planning services.  This package includes:

• 6 hours of professional tax consulting advice, either individually or in a conference setting
• Individualized tax and retirement workshops
• 10% discount on all tax returns prepared by our professional clergy tax preparers
• Access to Discounted Group Benefits
• Clergy Advantage Church Administrators Help Packet with Forms and Worksheets

If you already have a good handle on clergy tax preparation and planning but just have questions from time to time, individual consultations are available for $45 for every 15-minute increment of your tax advisor’s time.  This includes personal meetings, phone calls, emails and correspondence.