Tax Preparation:

Clergy Tax Preparation: Save Money and Time

Maximize your tax benefits.   Let our clergy tax/financial specialists share their expertise with you.  Compare the three options below;  Advantage Basic for tax preparation,  Advantage Plus for preparation with extensive consulting, and Optimum Advantage with extensive consulting & audit protection.

Each is designed to fit your unique circumstances, save time, money and provide peace of mind.

A specialized clergy Tax Return Review is also available for only $99. This is a perfect introduction to the world of clergy tax savings and  will focus on the four main areas often miscalculated or overlooked.

You’ll have the assurance that your return has been properly prepared and know if an amendment is advisable and what it will save you.   Contact us for details.

Choose the Tax Preparation and/or Consulting Plan that best suits your needs below:

Clergy Advantage Tax Preparation Options

If your return preparation is considered “not typical” there may be additional charges. We’ll be glad to look at your return and/or discuss what is considered “not typical” to estimate the cost before work begins.

Join us for a free clergy tax webinar like our “Tax Free Money for Ministers” to learn how you can start saving today.

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.