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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

$71/month Annual Tax Preparation with Consulting

Optimum Advantage* for Individuals

$107/month Annual Tax Preparation with Consulting

Group Advantage for Churches/Ministries

Discounted Pricing for 5 or More Completed Clergy Tax Returns

We have closed onboarding new clients for this tax season.

You can still sign up for the preparation of your 2023 return. However, your return will be prepared and filed after April 15. To avoid late filing penalties, please be sure to file an extension with the IRS.

Filing an extension will extend your filing deadline to October 15, 2024, however, it does not extend the time to pay your tax liability. Any taxes due must still be paid by April 15, 2024.

New Client onboarding for the 2024 tax season opens on June 15, 2024.

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