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.