› Back

› Personal Tax Preparation & Planning

› Tax Reviews

› New Clergy

› Consulting

› Housing Allowance

› Seminars & Webinars

› Church & Organizational Package

› 501(c)(3)Non Profit Set Up & Management

› Business Tax Preparation

› Referral Program & Gift Certificates

Personal Tax Reviews

Now you can be sure that you’ve received all the tax deductions you’re due. The Clergy FinancialSE Tax Review is a very affordable tool that will help you determine if your tax strategy is effective.

During the months of May through October we will review your personal tax return in the four basic areas that ministers’ taxes are often overlooked or miscalculated:

• Social Security Self-Employment Tax
• Ministry Expenses
• Housing Allowance Issues
• Ministry Income

You’ll be advised if an amendment is necessary and we’ll make recommendations for changes in your accountable plan, pay package structure or other issues that will benefit you.

We offer this service one time to new clients for only $99. We typically save our first year tax clients $500 to $1500 the first year we prepare their taxes. Simply contact us then mail copies or fax all documents and your tax return to us.

The filing of the amendment is not included in the base fee but your tax professional will be able to approximate the cost, as well as the benefit of filing an amendment.