Advantage Plus Plan

Advantage Plus Tax Preparation Plan with Consulting

 Yearly Subscription for a low monthly fee

Our most popular and economical plan provides:

  • Review of your prior year’s Individual tax returns.
  • An Amendment of the reviewed year’s Individual returns
    if we deem it necessary.
  • Review of your current Housing Allowance arrangement.
  • Preparation of one Individual Federal and State tax return(s)
  • Electronic filing and extension preparation and filing upon written request
  • Free Financial Coaching in retirement planning/financial planning isssues
  • 2 hours of your Tax Advisor’s time for consultations, emails, phone calls and during the year for tax planning or any tax issues. *Note: Non Emergency Consultations are not scheduled (February through April) during active tax season.
  • Review and response to Letters and Notices from Tax Authorities.
  • Access to all Clergy Advantage® proprietary videos, webinars, resources
  • Clergy Advantage®  Tax-Tips and Updates

Fee

Clergy Advantage’s fee for client’s one-year subscription to the Advantage Plus Plan is $62.00 per month for those with a typical tax return filing. Clergy Advantage® defines a non-typical tax return as those returns having Non-Minister Schedule C businesses, Partnerships, S Corporations, numerous Stock Transactions, Rental Properties, Multiple State returns required and any other non-typical reporting requirements.

Ready to sign up? Download the Agreement

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