Financial Stewardship

The Financial Stewardship team is available to consult with pastors, church boards, treasurers and finance committees about their tax and compliance-related questions. Our goal is to keep your church and pastoral staff in compliance with the IRS. Consultations may be held in our Troy, MI offices, on the telephone, or on site at your church or retreat center.

Click Here to read about specific ways we can help your staff.

For questions requiring research, our staff can quote a fixed fee - (800) 362-1837

ADVISORY PLANS - Personal & Church

Now you or your church can take advantage of the full range of Financial Stewardship services for an entire year at an affordable price that fits your church’s budget. Five plan levels are available to fit different sized churches. All plans are offered on a full 12-month basis. For example, if you start your plan service on April 15, your service lasts until April 15 one year later.

Phone Consulting Plan - personal or church

Our staff is available for short-term consultations over the telephone as well as more involved research. Please call our toll-free number (800-362-1837). While we are happy to share our answers with you, keep in mind that, like the IRS, we cannot guarantee the validity of this advice without the proper length of time to gather all of the necessary facts. These sessions may be paid for by credit card. The following schedule will apply:

First 5 minutes or less(for first-time callers)

No charge

up to 30 minutes

$39.00

up to 45minutes

$60.00

up to 60minutes

$75.00

We will always be very fair in our pricing. We can provide fee quotations to research more complicated issues as well.

Hourly Plan - personal or church

Our consulting fee is $75.00 per hour. If we come to your site, travel will be billed at $25.00 per hour, plus the mileage, meals, and lodging (if required). Mileage will be billed at the current IRS maximum rate per mile.

One Year Retainer: Single-Pastor Church $375/yr

This valuable Advisory Plan is tailored to the small church with only one person on the payroll. Features and benefits include:

Unlimited consultation and access to the Financial Stewardship team for Treasurer and Pastor
One (1) copy of the New "Audit Proofing Your Church and Its Clergy" guide
One (1) DVD of our two hour workshop that discusses our book in detail. Perfect for staff and board/council meetings
Personal financial analysis for all full-time professional staff, by appointment
10% discount on Federal and State Income Tax Returns for all full-time staff
$100 discount on annual renewal for subsequent years
Email us to find out more about this Plan - info@clergytaxpros.com
ORDER NOW!

One Year Retainer: Mid-Sized Church $475/yr

This valuable Advisory Plan is tailored to the medium size church that employs one clergy member plus one to three staff members. Features and benefits include:

Unlimited consultation and access to the Financial Stewardship team for Treasurer and Senior Pastor
Two (2) copies of the New "Audit Proofing Your Church and Its Clergy"
One (1) DVD of our two hour workshop that discusses our book in detail. Perfect for staff and board/council meetings
Personal financial analysis for all full-time professional staff, by appointment
20% discount on Federal and State Income Tax Returns for all full-time staff
$100 discount on annual renewal rate for subsequent years
Email us to find out more about this Plan - info@clergytaxpros.com
ORDER NOW!

One Year Retainer: Multi-Staff Church $575/yr

This valuable Advisory Plan is tailored to the large, multiple ministry church that employs two clergy members plus staff. Features and benefits include:

Unlimited consultation and access to the Financial Stewardship team for the Treasurer, Finance Committee Chairman, and Senior Pastor
Three (3) copies of the New "Audit Proofing Your Church and Its Clergy"
One (1) DVD of our two hour workshop that discusses our book in detail. Perfect for staff and board/council meetings
Personal financial analysis for all full-time professional staff, by appointment
30% discount on Federal and State Income Tax Returns for all full-time staff
$100 discount on annual renewal rate for subsequent years
Email us to find out more about this Plan - info@clergytaxpros.com
ORDER NOW!

WE CAN HELP YOU...

Services for Pastors and Ministers
1. We can structure your compensation for maximum tax savings, more take-home pay, and IRS compliance.
2. We can prepare your annual state and federal income tax returns based on ourclergy tax law expertise, which the average tax preparer simply does not have. We complete hundreds of clergy tax returns every year, saving pastors and their families thousands of dollars.
3. We can design a benefit package for your unique ministry situation, including retirement planning, life, health, and disability insurance, as well as long-term-care insurance.

Services for Adult Education Directors
Financial Stewardship professionals offer several educational presentations to enhance your adult education program. Each presentation is founded on Biblical principles of stewardship, and is ideal for Sunday school classes, small groups, special interest groups, or retreats at your church or other site.

Services for Church Treasurer
We can be your trusted resource for tax and IRS questions. One or more of our team members can answer your questions. We can help you identify IRS-compliant procedures, forms, timelines, and policies, keeping your church in ongoing IRS compliance.

Services for Church Board
We'll help you understand your fiduciary responsibilities in compensating your pastor and staff, properly structuring compensation packages, and fulfilling your fiduciary responsibilities to both God and IRS. We can be your ready resource for financial and tax questions which always arise.