Individual Tax Preparation: Saving you Time & Money

" Clergy Advantage has saved our family thousands in legitimate tax savings. I wouldn’t think about making any tax-related decisions without consulting Clergy Advantage® "Rick Warren, Clergy Advantage® client for over 30 years

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 alone or an Annual Subscription with Tax Prep & 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 Plus Advantage and Optimum Advantage plans Between February 1st and May 1st. Current subscribers can still enjoy consulting access limited to urgent or tax preparation issues during those months.

If your tax situation is considered “not typical” there may be additional charges. We’ll let you know if your situation qualifies you for this service and estimate the cost before work begins if it’s outside the scope of this plan. Clergy Advantage® defines a non-typical tax return as those returns having Non-Minister Schedule C businesses, Partnerships, S Corporations, numerous Stock Transactions, Rental Properties, Multiple State returns required and any other non-typical reporting requirements.

New & Not Sure if your past returns are done right?

A specialized clergy tax return review is the perfect way to find out for only $199. The Review will check the basics and look for areas often miscalculated or overlooked. Learn about possible errors or if an amendment is advisable to see 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.
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