CONSULTING

Consulting with clergy experts for accurate answers and good advice is only a click or call away. Plan proactively to save more. Get personal guidance and customized solutions for greater success.

Hourly A-la-carte Rate

$60 for 15-minute increments

Get personal answers and advice from experienced, qualified clergy tax specialists.

Correspond by phone, email or video conferencing.

Can include IRS letters, ministers pay structure, housing allowance strategies or any other tax related issue.

Follow up on your tax advisors suggestions to improve your finances after your tax review

Coordinate with your tax and financial advisor for enhanced retirement planning

Individual Consulting Package

$425 For Individuals One-Year Subscription

2 hours of consulting time during the year for any tax related reason

Audit Protection on Tax Returns prepared by Clergy Advantage

“Accountable Plan” and “Church Treasurer’s” videos with materials for your whole staff

Access to all Proprietary Forms, Worksheets and Resources

Coordinated Tax Planning/Retirement Review for

Group Consulting Package

$995 For Churches and Organizations One-Year Subscription

6 hours of consultation time for multiple users for any tax issue

Pay Package Structuring & Complete Tax planning for ministers

Year-end accounting and annual budget information, W-2 Education

Housing allowance limits, liability and appropriate strategies

Clergy Advantage® Church Administrators/Treasurer's video & Help Packet with Forms and Worksheets

Coordinated Tax Planning/Retirement Review

Social Security for Ministers

Ministers Social Security Issues are still a conundrum for many. Learn how and when you can opt out, what to do if you already have and how to reduce tax if you’re in. Reporting and best practices are discussed thoroughly.

How to set Up an Accountable plan video with Guidebook & Samples

Recent tax law changes have made an accountable plan about the only way for a minister to receive tax benefit from ministry expenses. Learn why and what the simplest options are. Set up and used properly it can make a big difference for the minister and the churches growth, $99 with Guidebook.

CHURCH TREASURER'S TOOLKIT VIDEO with Guide & Samples

This three part video and guidebook with forms and examples is designed to take the place of hours of consultations. This is an invaluable tool for the Church Administrator or treasurer. It answers just about everything you’d ever need to know to be confident and effective. Guidebook and video for $99.

CONSULTING

Social Security for Ministers

How to set Up an Accountable plan video with Guidebook & Samples

CHURCH TREASURER'S TOOLKIT VIDEO with Guide & Samples

Clients

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Social Security Video

Tax-Free Money for Ministers