Optimum Advantage Plan Agreement

Step 1 of 4 - Agreement Details

  • Optimum Advantage Plan services include:

    • Preparation of one Individual Federal and State tax return(s) (if required).
    • Four hours of 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 four hours). *Note: Consultations are not scheduled during active tax season (February through April).
    • Review of Client’s prior year’s Individual tax return.
    • 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.
    • Consultation with a partnering Financial Advisor specializing in retirement investment strategies for ministry professionals
    • Four hours of 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 four hours). *Note: Consultations are not scheduled during active tax season (February through April).
    • Review and response to Letters and Notices from Tax Authorities.
    • Audit Representation for pre-audit work, documentation and audit representation before the Internal Revenue Service for returns prepared by Clergy Advantage® under current subscription.
    • Retirement and financial planning with our Financial Department at no charge.
    • Access to all Clergy Advantage®. proprietary financial and tax planning videos/resources
    • Clergy Advantage® Newsletter and Tax-Tips and Updates.

    Fee

    The Clergy Advantage® fee for client’s one-year subscription to the Optimum Advantage Plan is $107.00 per month for Client’s with a typical tax return filing. Clergy Advantage® reserves the right to define a non-typical tax return including; returns 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. For more details about particular situations consult with an advisor.

    Exclusions

    Internal Revenue Service or State audit representation for tax returns not prepared by Clergy Advantage® or tax returns not prepared while under current subscription plan.

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