What is this about?
The Big Idea

In the tax pro “biz,” completing tax returns is called “compliance” or maintenance work. Unfortunately, many of you need more than that — you need to understand how clergy income, deductions, and taxes work. I teach courses on that! But I don’t have time during the busy season to do that extra work when you need it — at least, not with the way I’ve been doing things so far. So I’m setting up these options for you — and you know who you are.

Clergy Advisory Services

Clergy and business coaching and education on a one-to-one basis. Finally understand exactly how your taxes work and how each part affects the whole. Customized to the unique needs of each individual client. The more you know, the more you can save. One-time fee.

Subscription Plan

Fully customizable package of services, includes the costs of annual tax returns, estimated tax payment or withholding planning, email & phone support throughout the year, and ongoing coaching as needed. Includes up to 4 hours of one-on-one time with me as contracted. First access to scheduling calendar, ahead of fee-based clients. Monthly fee. Runs August through July each year.

Fee-Based

Payment for services based on hourly fee. Prior clients have access to scheduling calendar after clients on subscription plan, and before new fee-based clients. Traditional model of tax prep payments. Generally a one-time fee, with exceptions for extra work needed mid- or end-year.