This is an engagement agreement between Clergy Advantage, Inc. and the person listed below for the Plus Advantage annual subscription plan. This agreement takes effect on the signed date of this document and automatically renews annually on the anniversary of the signing date until Clergy Advantage® receives written notice of termination or Clergy Advantage® withdraws at their discretion.
Advantage Plus Plan Services include:
Fee – The Clergy Advantage® fee for client’s one-year subscription to the Advantage Plus Plan is $62.00 per month for a typical tax return filing. Clergy Advantage® reserves the right to define a non-typical tax return as those having Non-Minister Schedule C businesses, Partnerships, S Corporations, numerous Stock Transactions, Rental Properties, Multiple State returns required and any other non-typical reporting requirements. Fee adjustments may be necessary if your tax advisor deems it necessary once actual tax preparation commences.
Exclusions – Audit representation for audits by Internal Revenue Service or State tax authorities.
Client’s dated signature below constitutes full acceptance of all terms and conditions specified in this document.
Clergy Advantage®2093 East 11th Street, Suite 200Loveland, CO 80537p (970) 667-5819f (970) firstname.lastname@example.org