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
- I agree to provide all required information (the 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.
- I understand and accept the CLERGY ADVANTAGE® policy that tax preparation work will not begin until there is a signed Engagement Agreement and my deposit has been received.
- 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.
- If I receive any letters or notices from the IRS or state taxing authorities, I will immediately send a copy to CLERGY ADVANTAGE®.
- 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.
- CLERGY ADVANTAGE® will not audit or otherwise verify any information. However, CLERGY ADVANTAGE® may require clarification or additional information before filing.
- CLERGY ADVANTAGE® is not responsible for disallowed deductions or the inclusion of additional unreported income or any resulting taxes, interest and/or penalties assessed.
- In the event of preparer error, CLERGY ADVANTAGE® is responsible for any penalty assessed due to such error. I will be responsible for additional tax and interest that may be assessed.
- CLERGY ADVANTAGE® will not file any Federal, State or local Tax Extensions without my specific written request to do so. Authorized extensions will be filed at no charge as long as a signed Engagement Agreement is in effect and a deposit has been received by CLERGY ADVANTAGE®.
- Should I decide to cancel this agreement a cancellation fee will apply based upon the time and services that CLERGY ADVANTAGE® has invested in my tax return preparation to that date.
- Clergy Advantage, Inc. reserves the right to withdraw from this engagement, at its discretion. 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. Withdrawal will release Clergy Advantage, Inc. from any obligation to complete any service and will constitute completion of this agreement. I agree to compensate Clergy Advantage, Inc. for time and expenses incurred for services through the date of withdrawal.
