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Tax Preparation

Clergy Tax Preparation: Save 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

Maximize your tax benefits. Let our clergy tax/financial specialists share their expertise and provide peace of mind with tax-savings. Compare the three options below:

Choose the Tax Preparation Plan that best suits you:

Basic Advantage
2 Annual Payments
Plus Advantage
Optimum Advantage
Tax Preparation X X X
Financial Planning with Retirement Review X X X
E-Filing and/or Extension Filing X X X
Proprietary Forms Worksheets, Tax Organizer and W-2 Illustrator X X X
Quarterly, Estimated Tax Calculations and Vouchers X X X
2 hours of your Tax Advisor’s time for phone calls, emails, tax planning and consulting X X
A Review of a Prior Year Tax Return X X
An Amendment of prior return if necessary X X
Free workshops including the Accountable Plan with Easy to follow Guide X X
Audit Protection X
4 hours of your Tax advisor’s time for phone calls, emails, tax planning and consulting X
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*Note that we are not able to enroll new participants into the Plus Advantage and Optimum Advantage subscription plans during the active tax preparation season (Between February 28th until May 1st). Current year subscribers will still enjoy their plan features year round with consulting access limited to urgent issues and tax preparation during the months noted above. Please schedule tax planning accordingly.

Each tax preparation option is designed to save money and provide peace of mind. If your tax situation is considered “not typical” there may be additional charges. If so, we’ll discuss what is considered “not typical” and estimate the cost before work begins.

Not Sure if your Return has Been Prepared Correctly?

A specialized clergy tax return review is also available for only $149. This is a perfect way to determine if your prior year’s return has been done properly. It will focus on the four main areas often miscalculated or overlooked. You’ll know if an amendment is advisable and what it will save you. Contact us for details.

Start Shaping Your Future

Take advantage of our expertise for free with, “Tax-Free Money for Ministers” workshop or videos.  Learn what your tax benefits can really do.Webinar Listings