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
$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
$525 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 Guide & Samples

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

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.

Tax, Financial, Consulting and A Lot More

Comprehensive Investment Strategies & Service

Financial Independence for Ministers

Learn What You Can Do

Group, Individual and Key Man

Knowledge is Golden

Tax-Free Money for Ministers

Fill out the form to get a password to watch Tax-Free Money for Ministers.