Tax Planning:

Clergy Tax Consulting and Planning with the Experts

Taxes can be downright confusing, let alone clergy tax and church tax law.  For us, it’s a full-time job and what we love.   As a minister, you have the opportunity to reduce your taxes in ways that others cannot.  It’s our mission 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 and, more importantly, their financial futures. We’d like to help you maximize your ministry expense plan and retirement options and clergy housing allowance in special strategies available only to ministers.

So how can you begin saving money on your taxes now?
We have created several options to help educate you on the many tax-saving opportunities that exist.  The best way to learn what you need to know is with our free “TAX FREE MONEY FOR MINISTERS” webinars.  They were developed for this purpose and are offered regularly throughout the year. They’ve  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 two economical  tax consulting packages to provide you direct access to clergy tax experts at reduced rates. Now you can have expert tax advice specifically for the issues that affect ministers when you need it.  And best of all, we have bundled our packages with several additional services, all at greatly discounted prices.

consultation_options
Contact Us To Schedule
consultation_options
Sign up for Church and Organizational Package
consultation_options
Sign up for PSP Premium Support Package

The Individual Tax Consulting:
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

To begin your yearly Premium Support Package Service, you may pay now with Google Checkout just click the button below.  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 the day we receive your completed form.  Questions?  Feel free to Contact Us.

Individual consultations may be limited to urgent tax matters during the “tax season” or during the months of February through April, so please try to consult for tax planning and routine questions during the ‘off season’ whenever possible.

By completing this transaction through Google or by the above mentioned processes, you are stating that you have read the provisions of this service and understand that your Premium Support Package  DOES NOT INCLUDE tax preparation for yourself or any staff or family members and agree to the terms of the service stated here.  Thank you for the confidence you’ve placed in us. We are honored to be your trusted advisors and aim to provide lasting value and peace of mind.

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.