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

Choose a tax year:

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2026 Tax Return Preparation
Engagement Agreement

For Tax Year 2026

This is an agreement to engage ClergyAdvantage® for the preparation of 2026 Federal and applicable State income tax returns. This agreement must be signed and submitted to ClergyAdvantage® along with a $200 deposit and a copy of your previous year’s tax return before we can onboard you as a client. The filing deadline for 2026 returns prepared under this agreement is October 15, 2027.

Services included under this Agreement:

ClergyAdvantage® will expertly prepare your Federal and applicable State income tax returns for 2026, based on information you provide. Consultations are included only if they relate to the preparation of your tax return. This agreement includes the services listed below with our expert guidance to use your amazing tax benefits to their fullest advantage.

  • Electronic filing of one Federal and applicable state tax return
  • Extension filing on your behalf for Federal and/or State as deemed necessary
  • SmartVault – for secure document transfer and retention of returns and documents
  • Our proprietary Tax Organizer and Applicable Worksheets to help you collect relevant information
  • Personal consultation with a partnering Financial Advisor – specializing in retirement investment strategies for ministry professionals to help you maximize your biggest tax advantage: Retirement Planning.

Tax Preparation Fee:

The current fee for a standard* clergy Tax Return is $680. Your final price my differ based on the complexity of your return (see below) or if additional time or resources are necessary to properly complete your tax return. An estimate of the additional fees may be obtained upon request.

  • *A non-standard tax return: are those that include any of the following: multiple state return filing, rental properties, sale or purchase of real estate, non-ministry “Schedule C” businesses, income from Partnerships, S Corps, C Corps or Trusts, foreign missionary income, numerous stock transactions, crypto currency reporting, or any other non-typical reporting requirements or complexity.

  • Services not included under this agreement
    • Consultations, phone calls, emails not related to the preparation of the 2026 tax return
    • Audit representation or responses to notices from Internal Revenue Service or State tax authorities
    • Returns for business entities, non-profits or trusts – these returns are a separate service.

Terms of this Agreement:

Please read through these carefully.

  1. You understand that no tax return preparation work or extension filing will be performed for you until there is a signed Engagement Agreement and $200 deposit on file.
  2. You agree to provide all required and requested information necessary to complete your tax return(s). You understand that your tax file will not move on to your tax advisor until all required items have been received. This includes all items of income subject to income tax as well as the ClergyAdvantage® Tax Organizer, State questions and other applicable questionnaires, forms and supporting documentation.
  3. The Document Submission Deadline is March 15 at 5:00PM (Mountain Time) for returns to be filed by April 15. For extended returns, the Document Submission Deadline is September 1 at 5:00PM (Mountain Time) for return to be filed by October 15. You understand that if your agreement, deposit, or any required documents are received after the submission deadline, we cannot guarantee that your return will be completed in time to file by the filing deadline. In Tax Season (prior to April 15) we will file an extension for you as a precaution. For extended returns the IRS does not provide any additional extension options, so missing the October filing deadline will make your return filing delinquent. While we will make every effort to complete your tax return as quickly as possible, you are responsible for prompt response to questions or requests, ensuring you have submitted all required items and have signed your e-file authorization in a timely manner to afford us the time needed to electronically file the return by the filing deadline.
  4. You agree to allow ClergyAdvantage® to file on your behalf any Federal or State Tax Extensions as are deemed necessary.
  5. You understand that quality work takes time. The average turnaround time for a completed tax return is 3 weeks. This time frame can increase during the weeks preceding the April 15 and October 15 filing deadlines.
  6. You agree to retain, for a minimum of five (5) years, all documents, receipts, statements, and any other records required to substantiate the items of income and expense reported on your tax return(s).
  7. You agree to immediately submit to ClergyAdvantage® any letters or notices from the IRS or state taxing authorities.
  8. You understand that ClergyAdvantage® will use professional judgment in resolving any discrepancies regarding the interpretation of tax law, and conflicting opinions between the tax authorities’ interpretation and other supportable positions.
  9. You understand that ClergyAdvantage® will not audit or otherwise verify any information you provide. However, we may require clarification or additional information before filing.
  10. You understand that ClergyAdvantage® is not responsible for disallowed deductions or the inclusion of additional unreported income or any resulting taxes, interest and/or penalties assessed.
  11. In the event of a preparer error on your return, ClergyAdvantage® will be responsible for any penalty assessed due to such an error. You will be responsible for additional tax and interest that may be assessed.
  12. You agree to accept communications from ClergyAdvantage® via phone, email or text message regarding important notifications, requests for documents or information, reminders or updates. You also agree to keep your contact information updated and respond to any requests in a timely manner.
  13. You understand that ClergyAdvantage® does not extend credit. Full payment for services provided under this agreement is due within 30 days of the completion of the service. Invoices are submitted via email to the email address on file. Clients who are past due will receive an email reminder and have their account placed on hold, with no further tax services provided until past due invoices are paid. Accounts over 90 days past due will have tax services terminated and will be sent to collections.
  14. You understand that should you cancel this agreement before work is completed or decline to file a return that has been prepared under this agreement, a cancellation fee will be immediately due, based upon the time and work ClergyAdvantage® has invested in the preparation of your tax return at the time of cancellation.
  15. ClergyAdvantage® reserves the right to withdraw from this engagement, at its discretion. Withdrawal can occur for (but not limited to): failure to provide information in a timely manner, refusal to comply with reasonable requests or misrepresentation of any facts. Withdrawal will release ClergyAdvantage®. from any obligation to complete any service and will constitute completion of this agreement. You agree to compensate ClergyAdvantage® for time and expenses incurred for services through the date of withdrawal.
  16. This engagement agreement expires on October 15, 2027. Return filing for 2026 return after this date will require a delinquent return engagement agreement and an additional $100 delinquent return fee.
Name*
Spouse Name
Address*
A $200 deposit is collected with the signing of this engagement agreement
Credit Card*
American Express
Discover
MasterCard
Visa
Supported Credit Cards: American Express, Discover, MasterCard, Visa
Expiration Date
 

Your signature below confirms that you have read and accepted all terms and conditions specified in this document.

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