Plus Advantage Agreement

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:

• Preparation of one Individual Federal and State tax return(s) (if required).
• Two hours of your Tax Advisor’s time to respond to phone calls and emails during the year, tax planning issues and opportunities for the current year (maximum of two hours). *Note: Consultations are not scheduled during active tax season (February through April).
• Review of Client’s prior year’s Individual tax returns.
• An Amendment of the reviewed year’s Individual returns if we deem it necessary.
• Review of Client’s current year’s Housing Allowance arrangement.
• Electronic filing and extension preparation and filing upon written request, if required.
• Retirement and financial planning with our Financial Department at no charge
• Access to all proprietary financial and tax planning videos/resources offered by Clergy Advantage®.
• Clergy Advantage® Newsletter and Tax-Tips and Updates.

Fee – The Clergy Advantage® fee for client’s one-year subscription to the Advantage Plus Plan is $71.00 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.

Terms of the Plan Agreement:

1. I agree to provide all required information (CLERGY ADVANTAGE® Tax Organizer, either paper or electronic version, with supporting documentation) necessary to complete my tax return(s). This includes all items of income subject to income tax.
2. I understand and accept the CLERGY ADVANTAGE® policy that tax preparation work will not begin until I submit my signed Engagement Agreement and Payment Authorization form.
3. I agree to retain all the documents, receipts, canceled checks and records required to substantiate the items of income and expense reported on your return(s) for 5 years.
4. If I receive any letters or notices from the IRS or state taxing authorities, I will immediately send a copy to CLERGY ADVANTAGE®.
5. I understand that CLERGY ADVANTAGE® will use professional judgment in resolving any discrepancies regarding the interpretation of tax law, and conflicting opinions between the tax authorities' interpretation and other supportable positions,
6. CLERGY ADVANTAGE® will not audit or otherwise verify any information. However, CLERGY ADVANTAGE® may require clarification or additional information before filing.
7. CLERGY ADVANTAGE® is not responsible for disallowed deductions or the inclusion of additional unreported income or any resulting taxes, interest and/or penalties assessed.
8. In the event of preparer error, CLERGY ADVANTAGE® is responsible for any penalty assessed due to such error. I agree to be responsible for additional tax and interest that may be assessed.
9. CLERGY ADVANTAGE® will not file any Federal, State or local Tax Extensions without Client’s specific written request to do so.
10. This subscription automatically renews annually on the date of its inception. Cancellation must be done in writing two weeks before the renewal date. A cancellation fee may apply if time or services have been rendered by CLERGY ADVANTAGE® on your behalf during the year of the active subscription.
11. CLERGY ADVANTAGE® reserves the right to withdraw from this engagement. Withdrawal can occur for, but is not limited to; failure to provide information in a timely manner, refusal to comply with reasonable requests or misrepresentation of any facts, or failure to make payments in a timely manner. Withdrawal will release CLERGY ADVANTAGE® from any obligation to complete any service and will constitute completion of our agreement.

Client’s dated signature below constitutes full acceptance of all terms and conditions specified in this document.