Individual Tax Preparation: Saving you Time & Tax

Expert tax preparation is important for ministers. However, the greatest value is tax planning with expert tax preparation. Make sure you’re using all of your unique advantages and enjoy peace of mind. Compare the three options below for the one that best fits your needs:

Choose Basic Tax Preparation or an Annual Tax Prep Plan with Consulting

Basic Advantage
Fee determined, $200 deposit
Tax Preparation
Financial Planning with Retirement Preview
E-Filing and/or Extension Filing
Proprietary Forms Worksheets, Tax Organizer and W-2 Illustrator
Quarterly, Estimated Tax Calculations and Vouchers
 
 
 
 
 
 
Plus Advantage
$59/month
Tax Preparation
Financial Planning with Retirement Preview
E-Filing and/or Extension Filing
Proprietary Forms Worksheets, Tax Organizer and W-2 Illustrator
Quarterly, Estimated Tax Calculations and Vouchers
Two Hours of Tax Advisor's time for phone calls, emails, tax planning and consultation (2 hours)
 
Review of a prior year tax return
Amendment of prior return if necessary
Free workshops
 
Optimum Advantage
$88.50/month
Tax Preparation
Financial Planning with Retirement Preview
E-Filing and/or Extension Filing
Proprietary Forms Worksheets, Tax Organizer and W-2 Illustrator
Quarterly, Estimated Tax Calculations and Vouchers
 
Four Hours of Tax Advisor's time for phone calls, emails, tax planning and consultation (4 hours)
Review of a prior year tax return
Amendment of prior return if necessary
Free workshops
Audit Protection

*We aren’t able to enroll new participants into the Advantage Plus and Optimum Advantage plans Between February 1st until May 1st. Current subscribers can still enjoy consulting access limited to urgent or tax preparation issues during the months noted above.


If your tax situation is considered “not typical” there may be additional charges. We’ll discuss what is considered “not typical” and estimate the cost before work begins.

Tax Return Review

A specialized clergy Tax Return Review is the perfect way to find out if you’re missing anything. For only $199 we’ll check the basics and look for areas often miscalculated or overlooked. Learn about any errors or if an amendment is advisable and what it will save you. Contact us for details.

“Tax-Free Money for Ministers”

It’s what we’re all about. Learn what your tax benefits can really do.  Video details