The Clergy Advantage Tax Preparation Experience

We plan on providing the best clergy tax return possible and a lot more.  Our goal is providing peace of mind and tax saving opportunities that you may not have expected. 

Over many years we have fine tuned our processes to effectively serve our ministers in all 50 states and in 70 different countries. We may not live in your neighborhood but we’re still in your corner, and only a call or email away. We are honored to serve you. Here’s what to Expect…

Welcome
After you complete and submit your engagement agreement and payment for tax preparation service online, we'll send you a secure link to upload your tax documents. If this is your first year with us, we'll need your last tax return filed. We'll be in touch for other information or documents and to guide you. SecureDrawer is where you'll send, receive and store your important tax documents.
Matching You & Your Advisor
If this is your first year with us, once we have all your documents, including your last filed tax return and supporting documents, we'll review your situation to determine which advisor will be the best match for you.  All are amply qualified but many have specialties that may be helpful to you.  You may get to know your tax advisor initially through their biography on our About Us page.
Communication
You will receive a welcome email from your client representative with an introduction to your advisor & information about SecureDrawer, our secure portal for documents. Your client representative is a liaison between you and your tax advisor. They will answer questions, schedule consultations, facilitate communication between you and your advisor and help collect additional information that your advisor may request. You'll receive notice every time we add anything to your SecureDrawer. Likewise, we get notified when you add anything to SecureDrawer. You'll find instructions in the SecureDrawer menu tab on the top row of the website.
Time Line
Keep an eye on your inbox because we'll reach out with requests or updates via email. Update your contact information if anything changes. Once you've submitted all documents and we've scheduled tax preparation with your advisor, it often takes 3-4 weeks to prepare and process your return until the first draft is available. Good things take time and occasionally, there are delays later in the season. If you wait until mid March to supply documents, it may be necessary to file an extension for you. We don't want to rush your return preparation. Your advisor and the Clergy Advantage Team take great pride in giving you the best experience and absolute best final results possible.
Your Draft & Review
When your Advisor has a draft of your return, you'll receive a copy and an E-Authorization form via Docu-Sign for an e-Signature. Now comes the really good part that we call our "Faith and Peace" process. Your advisor will review the return and explain how and why they prepared it the way they did. You'll learn about possible areas of improvement and opportunities to save more tax or improve your financial picture. Unfortunately, they won't be able to implement strategies at this time, but no worries, we'll help you get it done asap after tax time. Sign and submit the authorization form so we can file for you. Our team will be in touch with resources and advice from your advisor.
You did it!
Congratulations! It's all completed and we're e-filing for you. When the State and Federal Tax filings are confirmed, you'll receive a notice from SecureDrawer that the filed tax return is available to you. You'll be able to view your documents or retrieve them anytime for three years.
Little Moves/Big Results
Just when you think tax time is over, we'll be in touch. That's because a great tax return is only the beginning of optimizing your finances. We go beyond for greater tax savings in every area - including, tax-free income for life. We'll reach out to help you implement your advisor's suggestions to improve your financial situation. Tax Planning can yield BIG results. If you have a Tax or Consulting Package, take advantage of the time offered. If not, look into an Individual Consulting Package with discounted rates. Your advisor can estimate the time necessary to optimize your tax savings.
You got a lotta friends...
We're so delighted to be in your corner! Thank you for your trust. Now, maximize financial and retirement planning for the crowning stroke. We're blessed to provide holistic financial planning for ministers FREE! Take advantage of our financial team's amazing expertise and chat 'em up. Get tax savings up front, Grow your money tax-free and Receive tax-free distributions on retirement savings - even if you leave the church or ministry. You're one of the few people who can enjoy all those amazing benefits, so take full advantage of your opportunities!
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