Individual Tax Preparation: Saving you Time & Money
" Clergy Advantage has saved our family thousands in legitimate tax savings. I wouldn’t think about making any tax-related decisions without consulting Clergy Advantage® "Rick Warren, Clergy Advantage® client for over 30 years
Expert tax preparation is important for ministers. However, the greatest value is tax planning with expert tax preparation. Make sure you’re using all of your unique advantages and enjoy peace of mind. Compare the three options below for the one that best fits your needs:
Choose Basic Tax Preparation alone or an Annual Subscription with Tax Prep & Consulting
*We aren’t able to enroll new participants into the Plus Advantage and Optimum Advantage plans Between February 1st and May 1st. Current subscribers can still enjoy consulting access limited to urgent or tax preparation issues during those months.
If your tax situation is considered “not typical” there may be additional charges. We’ll let you know if your situation qualifies you for this service and estimate the cost before work begins if it’s outside the scope of this plan. 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.
New & Not Sure if your past returns are done right?
A specialized clergy tax return review is the perfect way to find out for only $199. The Review will check the basics and look for areas often miscalculated or overlooked. Learn about possible errors or if an amendment is advisable to see what it will save you. Contact us for details.