Onboarding for new clients is now closed.

You can still sign up for tax preparation services for your 2025 return,
however, you will need to file an extension with the IRS
for your return to be prepared after May 1, 2026

Tax Preparation

Request a Tax Extension
What to Expect with ClergyAdvantage® Tax Preparation
Learn More About a Tax Return Review

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

  • State & Federal Tax Preparation for One Year
  • E-Filing and/or Extension Filing
  • Proprietary Forms Worksheets, Tax Organizer
  • Quarterly Estimated Tax Calculations and Vouchers
  • Identify Potential Tax Savings
  • Free Retirement/Investment Consultations
Sign Up

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
Sign Up

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
Sign Up

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
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