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.

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.

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.

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Tax Preparation

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