Tax Preparation

Please note that additional fees may apply for a non-standard clergy tax return. A Non Standard Clergy Return is one that has foreign missionary income, multiple state return requirements, rental properties, non-minister Schedule C businesses, Partnerships, S Corporations, Trusts, numerous stock transactions or any other non-typical reporting requirements or complexity.

Advantage for Individuals

Predetermined amount, $200 deposit, balance due upon completion

Plus Advantage* for Individuals

$78/month Annual Tax Preparation with Consulting

One personal Standard* Clergy Federal and State tax return with electronic filing.
2 Hours of Tax Consultation
Proprietary Forms, Tax Organizer
Quarterly Estimated Tax Calculations and Vouchers
New Client- first year benefit: a review of the prior year return and amendment of said return if necessary.
Identify Potential Tax Savings
Free access to Church Treasurer’s Tool Kit and How to Set Up an Accountable Plan Videos
Free Retirement / Investment Consultations

Optimum Advantage* for Individuals

$115/month Annual Tax Preparation with Consulting

One personal Standard* Clergy Federal and State tax return with electronic filing.
4 Hours of Tax Consultation
Proprietary Forms, Tax Organizer
Quarterly Estimated Tax Calculations and Vouchers
New Client- first year benefit: a review of the prior year return and amendment of said return if necessary.
Identify Potential Tax Savings
Free access to Church Treasurer’s Tool Kit and How to Set Up an Accountable Plan Videos
Free Retirement / Investment Consultations

Group Advantage for Churches/Ministries

Discounted Pricing for 5 or More Completed Clergy Tax Returns

The church/organization pays a discounted fee for Advantage Tax Return Preparation for ministers
The fee is based on the number of completed standard clergy tax returns
Organization decides if ministers pay a portion or all of the discounted fee
E-Filing and/or Extension Filing
Proprietary Forms Worksheets, Tax Organizers for staff
Quarterly Estimated Tax Calculations and Vouchers
Free Church Treasurer's Toolkit and How to Set Up an Accountable Plan Videos
Identify Potential Tax Savings
Free Retirement/Investment Consultations
*Does not include tax consulting