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Advantage Engagement Agreement

New clients onboarding after February 28, 2024, will have their returns prepared after April 15.   Client must file their own extension with the IRS: extension will extend the filing deadline to October 15, 2024.  However, it does not extend the tax deadline.  Any taxes due must be paid to the IRS by April 15, 2024.

  • 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.

    • Tax return preparation of one Standard Clergy Federal and State tax return, with electronic filing.
    • Timely responses to questions pertaining to your applicable tax returns
    • Extension preparation and filing -upon written request, if required
    • SmartVault – for secure document transfer and retention of returns and documents
    • Our proprietary Organizer and Applicable Worksheets to help you collect relevant information
    • Suggestions from your advisor after tax preparation to enhance future tax savings if warranted
    • Clergy Advantage® Newsletter, Tax-Tips, and Updates
    • Personal consultation with a partnering Financial Advisor- specializing in retirement investment strategies for ministry professionals to help you maximize your biggest tax advantage: Retirement Planning.
  • Estimated Fee The Clergy Advantage fee for preparation of a standard clergy tax return starts at $645. Additional charges may apply based on the complexity of your return, as described below, or if your advisor deems additional time or resources are necessary to complete your tax return.

    A non-standard Clergy Tax return is one that has foreign missionary income, multiple state return requirements, rental properties, non-minister Schedule C businesses, Partnerships, S Corporations, Trusts, numerous stock transactions or any other non-typical reporting requirements or complexity.

    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

    Terms of this Agreement

    By signing this document, you agree to the following:

    • 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.
  • My dated signature below constitutes full acceptance of all terms and conditions specified above. Only one signature is necessary with a joint return.

  • MM slash DD slash YYYY
  • $0.00
  • American Express
    Supported Credit Cards: American Express, Discover, MasterCard, Visa
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