Tax Preparation

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
 
 
 
 
Plus Advantage* for Individuals
$71/month Annual Tax Preparation with Consulting
State & Federal Tax Preparation plus 2 hours Consulting
E-Filing and/or Extension Filing
Proprietary Forms Worksheets, Tax Organizer
Quarterly Estimated Tax Calculations and Vouchers
Review of a prior year tax return
Amendment of prior return if necessary
Identify Potential Tax Savings
Free Church Treasurer's Toolkit and How to Set Up an Accountable Plan
Free Retirement/Investment Consultations
 
Optimum Advantage* for Individuals
$107/month Annual Tax Preparation with Consulting
State & Federal Tax Preparation with 4 hours Consulting
E-Filing and/or Extension Filing
Proprietary Forms, Tax Organizer
Quarterly Estimated Tax Calculations and Vouchers
Review of a prior year tax return
Amendment of prior return if necessary
Identify Potential Tax Savings
Free Church Treasurer's Toolkit and How to Set Up an Accountable Plan Videos
Audit Protection for Tax Returns we Prepare
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

*We regret that we aren’t able to enroll new participants into the Plus Advantage, Optimum Advantage and Group Advantage plans Between February 1st and April 15th. We welcome the opportunity to serve you with our Advantage Tax Preparation for Individuals during those months. Current subscribers to preparation/consulting plans can still enjoy consulting access limited to urgent or tax preparation issues during those months.

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