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
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.