Individual Consulting at a Discount

Our Premium Support Package (PSP) is a yearly consulting subscription at discounted rates with added bonuses. One individual can have up to two hours of personal consultation. Any time something comes up or you have questions get answers without incurring hourly fees. (Be mindful of limited availability during tax season Feb 1 to May 1 and plan accordingly).

You’ll also receive special resources listed below.

What’s Included in your PSP plan

  • One tax-deductible fee for a 12 month subscription.
  • 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.
  •  “Accountable Plan” and “Church Treasurers Tool Kit” with forms, sample policies, and a Guidebook to follow along with the videos
  • Retirement Advantage Assessment: Retirement for ministers is all about financial independence.  Keep your housing allowance benefits for life wherever you go and discover all the unique opportunities available to you.
  • Two Hours of E-mail, Telephone or In-person Consultations: Experienced clergy tax advisors are your best asset for contingencies or tax planning about, but not limited to:
    • Revised Pay Package Structuring and Tax Planning
    • Revised Estimated Tax Projections
    • Revisions during the year due to life events or job changes, 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
    • Tax efficiency planning & Housing allowance strategies
    • Year-end tax review such as: ministry expenses, investment issues

Questions or interested in signing up? Send Us a Message