Tax Preparation

Expert tax preparation is important for ministers. But beyond that, there’s  great value in proactive tax planning.  So we have packages that provide both. Work with experts who know your unique benefits.  Enjoy peace of mind and greater savings. 

What to Expect with Tax Preparation
 
Advantage for Individuals
Fee determined, $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
 
 
 
 
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Plus Advantage* for Individuals
$62/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
 
Sign Up
 
Optimum Advantage* for Individuals
$93/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
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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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*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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Not Sure If Your Past Returns Are Done Right?

A  tax return review with clergy tax experts is the perfect way to find out if your tax return has been prepared correctly. The Review costs $299 and will check accuracy in areas often miscalculated or overlooked. Learn  if an amendment is advisable and see what it may save you. This service is not available between Feb 1st and May 15th.

Learn More About a Tax Return Review

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Clergy Advantage®
2093 East 11th Street, Suite 200
Loveland, CO 80537
p (970) 667-5819
f (970) 663-4950
clergy@clergyadvantage.com

© Copyright 2021 Clergy Advantage | All rights reserved.
© Copyright 2021 Clergy Advantage | All rights reserved.

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