Receiving an IRS notice can feel overwhelming, but you don’t have to handle it alone. Reaching the IRS today often means long hold times, automated phone systems, and navigating complex tax rules that can be difficult to understand. Our experienced team can work directly with the IRS on your behalf, helping you avoid the frustration, save valuable time, and gain peace of mind knowing your matter is being handled with care and expertise.

Audit Protection Plus Available With Our Service Packages

Tax notices, IRS correspondence, and audit inquiries can be stressful, time-consuming, and expensive to address on your own. That’s why Audit Protection Plus is now included as a valuable benefit within our service packages, providing an added layer of protection and professional support when you need it most.

When you enroll in a qualifying service package, you’ll have the confidence of knowing that experienced tax professionals are available to assist with tax notices, return corrections, amendments, and qualifying IRS or state audit matters. Rather than worrying about costly hourly representation fees, you can focus on your ministry while we help navigate the process on your behalf.

Our packages are designed to deliver much more than tax preparation. They combine proactive tax planning, year-round advisory services, and audit protection to help you make informed financial decisions, reduce tax-related stress, and avoid unexpected expenses.

• Silver Package – Available for $229.
• Gold Package – Preferred client pricing for just $149.
• Platinum Package – Included at no additional charge.

Whether you’re looking for occasional guidance or comprehensive year-round support, our service packages provide the resources, expertise, and protection needed to help you navigate today’s increasingly complex tax environment with confidence. With Clergy Financial Resources on your side, you’ll have trusted professionals ready to support you when questions arise and advocate for you when it matters most.

Why It Matters
An IRS notice can arise for many reasons, including missing tax forms, inconsistencies in estimated tax payments, or misreported information. When questions arise, you don’t have to face them alone. Our experienced professionals can help communicate with the IRS, clarify what’s needed, and guide the resolution process, saving you time, reducing stress, and providing confidence every step of the way.

What’s Included:

If you receive an IRS or state tax notice, our team will help guide you through the process from start to finish. Coverage includes tax return corrections, required correspondence, current-year amendments, mail-based examinations, and direct audits prior to the appeals level.

Our support includes:

• Careful review and interpretation of IRS or state notices
• Research into applicable tax laws and audit guidelines
• Assistance gathering and organizing supporting documentation
• Review of tax returns that may impact the matter under examination
• Preparation of required responses and correspondence
• Direct communication and negotiation with tax authorities when appropriate
• Support with tax return corrections and current-year amendments
• Assistance during mail-based examinations and direct audits through the examination process

Note: In-person audit representation and appeals-level representation are not included.

• Know exactly what your audit protection will cost with a predictable annual fee.
• Avoid unexpected bills if questions, notices, or audits arise during the year.
• Potentially save thousands of dollars compared to paying for audit representation on an hourly basis.
• Gain confidence knowing professional assistance is already in place before you need it.

Save Valuable Time

• Spend less time dealing with tax agencies and more time focused on your ministry, family, and personal priorities.
• Avoid hours of researching tax laws, gathering responses, and navigating complex procedures.
• Receive timely guidance from professionals who understand the process and know how to resolve issues efficiently.
• Eliminate the frustration of handling government correspondence on your own.

Complete Protection When You Need It

• Receive support for both IRS and state tax examinations.
• Benefit from amendment preparation and filing assistance when needed.
• Address issues that involve prior-year tax returns without worrying about additional representation costs.
• Have a trusted resource available whenever tax-related concerns arise.

Professional Advocacy

• Gain an experienced professional who can communicate with tax authorities on your behalf.
• Receive expert guidance throughout every stage of the audit or notice process.
• Make informed decisions with the support of professionals who understand clergy tax matters.
• Reduce the risk of costly errors that can occur when responding without professional assistance.

Less Stress and Uncertainty

• Feel confident when an IRS or state notice arrives in the mail.
• Receive clear, easy-to-understand explanations of complex tax issues.
• Know what actions, if any, are required and what to expect throughout the process.
• Enjoy the reassurance of having experts advocating for your best interests.

Confidence in Your Tax Return

• Rest easier knowing your return was prepared by experienced tax professionals.
• Receive additional protection if an error on a return we prepared results in penalties.
• Benefit from a firm that stands behind its work and is committed to your success.
• Build greater trust and confidence in your tax filings year after year.

Long-Term Value and Protection

• Protect more than just a single tax return by maintaining ongoing professional support.
• Create a stronger foundation for future tax filings and financial decisions.
• Reduce the likelihood of recurring tax issues through proactive guidance and planning.
• Benefit from a long-term relationship with professionals who understand your unique clergy tax situation.

Important Enrollment Information

To receive coverage, enrollment must be completed within 10 days of your tax return being filed. Once that enrollment window closes, coverage is no longer available for the current tax year.

Protect yourself from unexpected audit and correspondence costs by enrolling today and enjoy the confidence of knowing support is available when you need it most.