We’re excited to welcome you to ClergyAdvantage®!
Before enrolling in one of our tax service plans, your first step is a brief conversation with our New Client Concierge, Linda Rogers. This allows us to learn a little about you, answer any questions you may have, and make sure we have everything needed to get your tax services set up correctly from the start.
Linda Will Help You:
- Determine which tax service plan best fits your needs
- Explain what is included with each plan and answer your questions
- Identify the information and documents we’ll need from you
- Guide you through the enrollment process
Our goal is to make getting started simple, personal, and seamless—with someone available to guide you every step of the way.
Ready to Get Started?
Schedule a phone call at a time that works for you. Linda will walk you through the process and help you take care of everything needed to become a ClergyAdvantage® client.
We look forward to getting to know you and welcoming you to ClergyAdvantage®!