Advisory Only

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. One-time fee.

Maintenance with
Ongoing Advisory

Package of services including annual tax returns, estimated tax payment or withholding planning, email & phone support throughout the year, and ongoing coaching as needed. Includes 2 or 3 regularly scheduled meetings, as contracted. Monthly fee.

Maintenance Only

Package of services including annual tax returns, estimated tax payment or withholding planning, and email & phone support throughout the year. Includes 1 regularly scheduled meeting, as contracted, besides annual tax return review. Monthly fee.