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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.
Basic 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
Review of prior year tax return
Identify Potential Tax Savings
Free Retirement/Investment Consultations
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
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
Group Advantage for Churches/Ministries
Discounted Pricing for 5 or More Ministers Tax Returns
The church/organization pays a discounted fee for Basic Advantage Tax Return Preparation for ministers
The fee is based on the number of participants and a standard clergy return
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 aren’t able to enroll new participants into the Plus Advantage and Optimum Advantage plans Between February 1st and May 1st. Current subscribers 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 for only $299. The Review will check accuracy and areas often miscalculated or overlooked. Learn if an amendment is advisable or to see what it may save you.