This is an agreement to engage Clergy Advantage® Inc. for the preparation of the applicable year's Federal and State income tax returns. By signing you agree to the terms and to provide timely and accurate information. This signed agreement, a $200 deposit and a copy of your previous year’s tax return are required to process your information and determine an accurate fee for services.
Clergy Advantage will expertly prepare your Federal and applicable State income tax returns for the year noted in this agreement, based on information you provide. Consultations are included only if they relate to the preparation of your tax return. Your estimated fee includes these services listed below with our expert guidance to use your amazing tax benefits to their fullest advantage.
By signing this document, you agree to the following:
Estimated Fee – Clergy Advantage’s estimated fee for the preparation is approximately $585-600 for a typical tax return filing. Additional charges may apply based on the complexity of your return as described below. Or if your advisor deems additional time or resources necessary to complete your tax return properly when actual work commences.
A non-typical tax return is defined as having non-minister Schedule C businesses, Partnerships, S Corporations, numerous Stock Transactions, Rental Properties, Multiple State returns, and any other non-typical reporting requirements.
Excluded from the tax preparation fees are:
Consultations, telephone calls, and emails not related to the preparation of this tax return
Audit representation or responses to notices from Internal Revenue Service or State tax authorities
My dated signature below constitutes full acceptance of all terms and conditions specified above. Only one signature is necessary with a joint return.
Clergy Advantage®2093 East 11th Street, Suite 200Loveland, CO 80537p (970) 667-5819f (970) firstname.lastname@example.org
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