Tax Consulting

Tax planning can make a profound difference in your future. Get the personal guidance and customized solutions you need to for greater success. Please note that  consulting access may be restricted to urgent issues or those related to your tax return preparation between February 1st and April 15th.

Hourly A-la-carte Rate

  • 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.
$270 / hour ($67.50 for 15-minute increments)
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Individual Consulting Package

  • 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.
  • Planning/Retirement Review.
  • 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.
$595
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Group Consulting Package

  • 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.
$1150
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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 Guide & Samples

Learn why and what the simplest options are to account for your ministry expenses. Guide and video for $99.

Buy Access Key

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. Learn what you need to know to be confident and effective. Guide and video for $99.

Buy Access Key

Clients

Contact Us

Clergy Advantage®
2093 East 11th Street, Suite 200
Loveland, CO 80537
p (970) 667-5819
f (970) 663-4950
clergy@clergyadvantage.com

© Copyright 2023 Clergy Advantage | All rights reserved.
© Copyright 2023 Clergy Advantage | All rights reserved.

Our Complete Services

Tax, Financial, Consulting and A Lot More

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THE CLERGY ADVANTAGE 403(b)

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Tax-Free Money for Ministers

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